Will Deferred Work from Loc #1 appear at Loc #2?

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M1EnterpriseTech
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Will Deferred Work from Loc #1 appear at Loc #2?

Post by M1EnterpriseTech »

For example:

If location # 1 has an open Work Order, they defer some of the work, then post to an invoice for the other services or repairs, customer goes to location #2 and they create a new work order for the same customer will the deferred work show up and is it transferable to the new work order?

Answer:

Yes, deferred work will be visible at location #2 but with limitations. Any deferred work at location #2 will result in a pop up of service package search screen prompting the user to search for and select the applicable service package at their location.

Reason being, we cannot be sure the service package at location #1 will be the same at location #2, to match line by line, dollar by dollar details making it acceptable at the second location. This is why a local service package will have to be selected to satisfy that deferred work.

Note: Also, any past purchase lookup obviously cannot be transferred either as they won't have the same supplier setup.
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