We have several apartments we do work at where the name of the apartment can be very similar and thus staff accidentally create initial WO under incorrect customer 'location'. Typically when we find this error we have already entered in all revenue, inventory and cost entries within that WO. We ARE able to change the customer under the "Bill to" field and can change the job under job cost within the WO, so it codes in JC and GL correctly, BUT that WO still is under the incorrect location within Service Management.

This is a problem since we need to be able to see all WO history applicable to a customer location in SM to verify if work is acceptable warranty work or not, for one example, but if a WO is incorrectly assigned to another location we have no way of easily verifying that we actually did a particular job since the WO is not under correct Customer/Location it should be under.

Per call to Sage Help Support, to be able to fix this we are told we have to void invoice and clear out costs and re-do an entire new WO in order to be able to re-assign that WO to the correct location in Service Management. This is RIDICULOUS amount of time and effort for wanting to simply move a WO under correct location in SM to match the customer under the bill to field within the WO.

Furthermore, if we MUST re-do a WO again, at least allow us to duplicate an existing WO so we don't have to re-type in all the revenue, inventory, costs, etc. again from scratch. Not having this basic capability creates additional room for human error for mistypos', etc. Not to mention for us, it's the biggest pain since we have typically about 80-100 WO's per day! We need to be able to reassign a WO to correct location much easier than what it is right now!

by: Melissa J. | over a year ago | 3 Service Management