How to Change a Trade on a Work Order

Path: Transactions > Work Order > Records / Identity–Tasks Subtab

To add or delete trades on an existing work order:

1. Open the desired work order.
2. Click Edit on the toolbar.
3. Double-click the desired task line.
4. (Optional) Click the trash can icon adjacent to the trade to delete it.
5. Click the Add Trade link to add more trades.
6. Mark the check boxes of desired trades on the Add Trade popup.
7. Click the Save button on the popup.
8. Click the Save button on the Add Task popup.
9. Click Save on the toolbar to save the record.