How do I Customize Work Orders Number Generation?

Updated on January 12, 2018 06:17PM by Admin

In Work Orders App you can generate the work order number automatically by customizing the settings.  However, you can also enter the WO number manually. Lets go through the following steps.

Steps to Customize Work Order Number Generation

  1. Log in and access Work Orders App from your universal navigation menu bar.
  2. Click on "More(...)" icon and select "Settings" located in the app header bar.
    work order settings
  3. Select "Number Generation" under "Work Orders" drop down.
  4. There are two options:
    • Work Order
    • Change Order
  5. Click on "Work Order" option.
    click on number generation
  6. You can view the "Numbering" page as shown in the image below:
    enable auto generate numbering
  7. Toggle ON "Auto Generate" option and specify:
    • Prefix - Prefix should be added to Work Order Number.
    • Starts with - Starting number of Work Order Number.
    • For instance:
      1. Prefix - WO
      2. Starts with - 1007
      3. So your Work Order Number starts from "WO1000".
  8. You can also manually provide custom numbers by disabling"Auto Generate".
  9. The changes will be saved automatically.

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