Creating Work Order Templates Manually
Access the Edit Work Order Templates form.
Complete the work order header fields as you would when creating a work order. You can also add instructions and comments to the template. To enter template-specific information, select the Work Order Template Information tab.
After you have created a work order template, the system provides the following filter fields for retrieving templates: winery, template class, template status, template name, creator ID, and work order type.
- Template Name
You must enter a unique template name.
- Template Class
You must select a class for the template that you want to create. The class determines the template usage and security level. Template classes are stored in the Template Type UDC table (31B/WL). Values are:
1: Global.
2: Winery.
3: User.
- Template Status
Select the status for the template. Values are:
A: Active.
I: Inactive.
- Effective Date From and Thru
Set up the date range for the use of the template. The system does not validate this information.