Creating Work Orders From Item Records

You can set an assembly item to default to create a work order by tagging the item record. Then, when the item is selected on a sales order, the box in the Create WO column is automatically checked.

To set an assembly item to default to create a work order:

1. Go to Lists > Accounting > Items.

2. In the Type field, select Assembly to filter your item list to show assembly items.

3. Click Edit next to the item.

   Only assembly item records can be set up to default to create work orders.

4. On the Purchasing/Inventory subtab of the assembly item record, check the Special Work Order Item box.

5. Click Save.

Related Topics

Creating Work Orders From a Sales Orders

Marking Assemblies to Create Work Orders

General Notices