Copy Work Order

Explanation

This activity is used to make a copy of a work order. It is possible to select what entities that needs to be copied such as; Jobs and templates, permits, connections, work tasks and its connected entities etc connected to the work order. It is possible to define the Reported By, Earliest Start and Latest Finish dates that need to be in the copied work order.

If the Select All option is checked, it will copy all Jobs and Templates, Work tasks, Connections, Permits, Documents, Free Notes and Addresses connected to the work order.
The content copied to the new work order will differ depending on the options selected. Following are some of the scenarios:

• Jobs and Templates option selected: If there is a work task template connected to the work order, then the work task template will be connected to the new work order as well. The work task on the new work order will be created based on the information in the work task template(s), and not on the already connected work tasks. The active revision of the workt task template will be applied on the new work order. This will also lead to new order number as the work tasks created from a template will get a new number sequence.
  If there is no work task template(s) connected, then the work task(s) on the newly created work order will be a copy of the original work task(s).



• Jobs and Templates and Work Tasks option selected: It will copy all the jobs and copy the work tasks connected to them, similarly as above. Rest of the work tasks (without Job ID connections) will also be copied (without copying the dependencies).



• Work Tasks option selected:  It will copy all the work tasks connected to the work order. Work tasks which had Job ID connections will be copied without those connections.

Note : It is possible to select the entities with in the work task, that need to be copied to the new work order by selecting the options with in the Work Tasks group box.
When the Requisitions checkbox within the work task is selected, all purchase requisitions EXCEPT the inventory part purchase requisition lines (i.e. Purchase requisitions connected to material requisition lines) and the one used for work order tender (can only be one per work task), is copied. Also any material line created from the work order tender requisition is not copied either.

Material requisition lines will be copied under a single Material order per work task. Different material orders will be created if the Req.Site and/or Internal Destination ID is different.
Purchase requisition lines will be copied under a single Purchase requisition header per work task. Different purchase requisition headers will be created if the Site and/or Order Code is different.

Source ID will be updated in the copied work order stating where it was originated from.

Prerequisites

• A work order must exist.

System Effects

• A new work order will be copied with the selected entities copied.

Window

Prepare Work Order
Active Work Orders

Related Window Descriptions

Prepare Work Order
Active Work Orders

Procedure

1. Open the Prepare Work Order or the Active Work Orders window.
2. Query the appropriate work order (F3).
3. Right click and then select Copy Work Order option.
4. Select the Select All option if you want to copy all entities to new work order.
5. Otherwise select the required options that need to be copied, appropriately. If non of the check boxes selected general information on work order will be copied.
6. Change the values in Reported By and Planned Start fields if required.
7. Select OK option.
8. Observe that a new work order will be created.