Navigation: Basic Working Procedures > Work Orders > Manage the Work Order >
Change Customer or Job Site
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Navigation: Basic Working Procedures > Work Orders > Manage the Work Order > Change Customer or Job Site |
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To Change the Customer or Job Site for a Work Order:
| 1. | Open the desired Work Order |
| 2. | Click the Actions button on the lower right |
| 3. | Click Change Customer & Job Site |
| 4. | From the Customer search screen, select the desired Customer and/or Job Site |
| 5. | Click OK |
Note:
You can only change the Customer or Job Site if the Work Order has not been Invoiced yet. If the Work Order has been invoiced do the following:
| 2. | Change the Customer or Job Site |
| 3. | Recreate the Invoice(s) |
Page url: http://www.fieldone.com/startech/help/index.html?_manage_work_order_change_customer_or_jobsite_.htm