FAQ

How to Print a Work Order
How to Print a Purchase Order
How to Reprint an Issue Receipt
How to Inactivate an Asset
How to Delete an Asset
How to Inactivate an Item
How to Delete an Item

How to Print a Work Order:

1. Select “WO Finder” from the Work Order drop-down menu bar on the Main Screen. (The Work Order Finder Screen appears.)
2. Click the gray button to the left of the Work Order Number to highlight the one to print.
3. Click the “Select” button at the lower-left-hand corner of the screen to select it. (The Work Order Maintenance Screen appears for the selected work order.)
4. Click the “Print” button at the bottom of the screen. (A Work Order Worksheet is displayed for the selected work order.)
5. Click the small printer icon at the upper-left-hand corner of the Preview to print it.
6. Click the “X” button at the upper-right-hand corner of the Preview to close it.

How to Print a Purchase Order:

1. Select “PO Maintenance” from the Purchasing drop-down menu bar on the Main Screen. (The Purchase Order Maintenance Screen appears.)
2. Click the gray button to the left of the P.O. Number to highlight the one to print.
3. Click the “Print” button at the bottom of the screen. (A Purchase Order is displayed for the selected purchase order.)
4. Note: For “Placed” purchase orders, a dialog box appears asking you to choose the P.O. format you want to print, “Purchase Order” or “Request for Quote” – choose the one you want and then click the “OK” button. (A Purchase Order is displayed for the selected purchase order and format.)
5. Click the small printer icon at the upper-left-hand corner of the Preview to print it.
6. Click the “X” button at the upper-right-hand corner of the Preview to close it.

How to Reprint an Issue Receipt:

1. Select “Issues Finder” from the Issue Entry drop-down menu bar on the Main Screen. (The Issues Finder Screen appears.)
2. Click the gray button to the left of the Issue Number to highlight the one to print.
3. Click the “Reprint Receipt” button at the bottom of the screen. (An Issue Receipt is displayed for the selected issue.)
4. Click the small printer icon at the upper-left-hand corner of the Preview to print it.
5. Click the “X” button at the upper-right-hand corner of the Preview to close it.

How to Inactivate an Asset:

1. Select “Asset Finder” from the Work Order drop-down menu bar on the Main Screen. (The Asset Finder Screen appears.)
2. Enter the Asset Code (if known) in the Quick Filter field at the bottom of the screen, or enter a few letters or a word of the Asset Description, and click the “Refresh Data” button. (A list of assets matching the filter criteria appears.)
3. Click the gray button to the left of the Asset Code to highlight the one to be inactivated, then click the “Select” button. (The Asset Maintenance Screen appears for the selected asset.)
4. Click the “Inactive” checkbox at the lower-right-hand side of the screen, then click the “Save” button. (A message box appears confirming the change.)

How to Delete an Asset:

Note: Deleting an asset also disallows any viewable history associated with the asset (e.g., any/all work orders for the asset) – it is recommended that the asset be inactivated rather than deleted for system integrity purposes. (See “How to Inactivate an Asset.”)

1. Select “Asset Finder” from the Work Order drop-down menu bar on the Main Screen. (The Asset Finder Screen appears.)
2. Enter the Asset Code (if known) in the Quick Filter field at the bottom of the screen, or enter a few letters or a word of the Asset Description, and click the “Refresh Data” button. (A list of assets matching the filter criteria appears.)
3. Click the gray button to the left of the Asset Code to highlight the one to be deleted, then click the “Delete” button. (A message box appears asking you to confirm the deletion.)

How to Inactivate an Item:

1. Select “Item Maintenance” from the Inventory drop-down menu bar on the Main Screen. (The Item Finder Screen appears.)
2. Enter the Item # (if known) in the Quick Search field at the bottom of the screen, or enter a few letters or a word of the Item Description, and click the “Refresh Data” button. (A list of items matching the filter criteria appears.)
3. Click the gray button to the left of the Item # to highlight the one to be inactivated, then click the “Select” button. (The Item Maintenance Screen appears for the selected item.)
4. Click the “Inactive” checkbox in the upper-left-hand corner of the General Panel on the Properties Tab, then click the “Save” button. (A message box appears confirming the change.)

How to Delete an Item:

Note: Deleting an item also disallows any viewable history associated with the item (e.g., any/all issues of the item) – it is recommended that the item be inactivated rather than deleted for system integrity purposes. (See “How to Inactivate an Item.”)

1. Select “Item Maintenance” from the Inventory drop-down menu bar on the Main Screen. (The Item Finder Screen appears.)
2. Enter the Item # (if known) in the Quick Search field at the bottom of the screen, or enter a few letters or a word of the Item Description, and click the “Refresh Data” button. (A list of items matching the filter criteria appears.)
3. Click the gray button to the left of the Item # to highlight the one to be deleted, then click the “Select” button. (The Item Maintenance Screen appears for the selected item.)
4. Click on “Actions” at the upper left-hand corner of the screen to see a drop-down menu, then click “Delete Item.” (A message box appears asking you to confirm the deletion.)