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Subject Author Date
Work order Ken 01-23-2009
---> Re: Work order Haskel LaPort01-23-2009
Posted by dpb on January 25, 2009, 1:45 pm
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Ken wrote:
...
> When you open up window and go to invoice drop down Work order does not
> show. Not a problem if you are working with average or better trained
> staff. Yet when you continually need to restate estimate = work order,
> well.

When I reopen Estimate after using the modified "Work Order" template,
the latter is the default the next time. So, to get the default
"Estimate" back is when have to select the alternate form from the drop
down box.

> Then best I can do on description area is a one line field box that seems to
> limit Max number of characters.
>
> Nice if could go into billing select work order from drop down and there was
> a large text box in center where info on type of issue could be entered.
>
> Will accept issue could very easily be with my level of knowledge. That is
> why I asked.

The Description column doesn't seem limited as Haskell says -- I filled
up the page in Preview mode w/ random text. Hadn't ever had need for
more than a line or two, but certainly doesn't seem particularly limited
from that trial.

Other than that as a workaround, only thing I could see you could do
would to be to use Excel or some other tool outside of QB for work
orders if the above doesn't suit.

--

Posted by Haskel LaPort on January 25, 2009, 5:46 pm
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>>
>>>
>>>>
>>>>> Greetings
>>>>>
>>>>> Using QB 2009
>>>>> Looking for a form to generate a work order, service as in furnace not
>>>>> working, tap leaking or truck car issues. Is this form available??
>>>>>
>>>>
>>>>
>>>> Customize an estimate form (change title) to say work order.
>>> Greetings
>>>
>>> That is what I am doing. Problems. Form does not identify on opening
>>> screen,
>>
>> what does that mean?
>>
>> lookup does not show work order
>>
>> Define lookup.
>>
>> free form space is not adequate.
>>
>> Amount you can enter in field or formating capabilities? There is no
>> limit on the amount you can enter for description.
>>
>>>
>>> Ken
>>>
>>
> When you open up window and go to invoice drop down Work order does not
> show. Not a problem if you are working with average or better trained
> staff. Yet when you continually need to restate estimate = work order,
> well.

I hear you. Lost count of the number I times I had to say Ping Pong Balls
not King Kong's Balls.



> Then best I can do on description area is a one line field box that seems
> to limit Max number of characters.
>
> Nice if could go into billing select work order from drop down and there
> was a large text box in center where info on type of issue could be
> entered.
>
> Will accept issue could very easily be with my level of knowledge. That
> is why I asked.
>
>
>


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