How to Edit a WO Schedule

Path: Transactions > Work Order > Records / Schedule Tab

To change a technician assignment or other information from the Work Order window:

  1. Click the Schedule Tab.
  2. Click Edit on the WebTMA toolbar.
  3. Double-click the line item you wish to edit. This opens the Schedule Entry window.
  4. Make desired changes to fields on the Schedule Entry window.
  5. Select Save & Close from the Save button on the popup window.
  6. Click Save on the WebTMA toolbar.

BtnCaution Avoid editing converted schedule line items. If you change hours on a converted line item, WebTMA does not update the new value on the Costs Tab, but if you re-convert the line item, WebTMA adds a new line item to the Costs. This means you have two cost line items for the same labor line. For example, suppose you have a converted line item with a quantity of 3 hours and you update the quantity to 4 hours. If you click the Convert to Labor link, WebTMA adds an additional line with a quantity of 4 hours (for a cumulative total of 7 hours).

See Also

Work Order Schedule Tab

How to Add a WO Schedule

How to E-mail Work to Technician

How to Convert a WO Schedule to Labor

How to Delete a WO Schedule