Redirect WO

Path: Transactions > Work Order > Records / Action Menu–Create Redirect WO

The redirect function automatically closes a current work order and copies it to a new work order including all line items. It does not retain allocated parts from the original work order.

Before original information is transferred to the new work order, WebTMA checks for other requirements. A message alerts you if any requirements such as comments or resolutions are outstanding. Until requirements are met, the work order cannot be closed or redirected.

When the work order is eligible to be redirected, WebTMA closes the original work order and enters a reversal for all line items on the original work order. For example, if a $20 labor line existed on the original work order, WebTMA enters another labor line item for a negative $20.

If parts or tools have been allocated to this work order, all allocated items are set to zero on the original work order. Note: No allocated parts are sent to the new work order.

When you click the link, WebTMA alerts you with a confirmation popup that describes the actions that take place during redirect.

If the work order has purchase order distribution lines, a second popup displays three options:

• Clear the distributions and mark as completed
• Do not clear distributions and mark as completed (i.e., the distribution line remains open on the closed work order)
• Do not clear distributions and do not mark as completed, i.e., cancel the redirect

If you redirect, WebTMA closes the original work order and sets the balance of any allocated parts or tools to zero.

The new work order contains most of the information from the original work order except for schedules and authorization. Look to the Reference # field to see the number of the 'old' work order. The new work order status is set to "Redirect WO." All costs for the original work order are zeroed out on the previous work order and carried over to the new work order.

In addition, the Reference # field on the 'old' work order displays the new work order number.

Be sure your WebTMA system administrator has created a Lookups > Status Type with the Redirect WO check box marked. The check box can only be applied to one Status Type.