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Recurring Work Orders

Last post 06-22-2009 10:22 AM by QXpress_Kevin. 1 replies.
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  • 06-18-2009 6:09 PM

    • Matt
    • Top 10 Contributor
    • Joined on 01-19-2009
    • Lansing, IL
    • Posts 100

    Recurring Work Orders

    I am having some trouble with recurring work orders and I'm not sure if its me or bugs, but here is what i did:

    From the work order list, click "new work order" Button.

    Select a customer in the "add/edit work order screen"

    place a check in the "Recurring" checkbox

    Choose a basis

    Set the preferences

    insert the dates

    Add job items to work order

    save and close work order

    Click "edit series" for the work order just created.....

     

    It appears that if the basis is weekly, everything works as it should. However if the basis is anything other than weekly, the information does not get saved.

    For example if the basis was monthly and I click edit series, the "recurring" checkbox would not be checked, the basis would be set to weekly, not monthly.

    It also appears none of the changes made to "2. Set Preferences:" on the add/edit work order screen get saved.

     

    Am I going about this in the wrong order or is there a bug causing this?

     

    Matt Raiser
    www.TechInTheField.com
    www.ApexServices.net
  • 06-22-2009 10:22 AM In reply to

    Re: Recurring Work Orders

    Matt

    I tried duplicating what you mentioned and I was able to get monthly to show up in the recurring dates tab after I created the series.

    What I would suggest is contacting Mark via email to see if you can work with him to duplicate this issue you are having.

     

    Kevin

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