Use the Work Orders window to delete a work order.
You can delete a quote at any time; however, an order cannot be deleted if any rows on the work order are referenced on loadout tickets, invoices or prepayment deposits.
Once you delete a work order, it cannot be undone, but deleted data can be viewed in the Audit/Admin data exports.
To delete a work order
On
the Accounts Receivable menu, click
Work Orders. Or click the Work
Order toolbar button.
The Work Orders window opens and all
work orders created today are listed.
(work orders and quotes can also be deleted from the customer
account)
From
the Work Order home form list, select the work order or quote to delete
and then click Delete.
The Delete Work Order window opens.
Tip
If the work order you want to delete does not appear in the list, click New Search and change the criteria.
Deleted work order information can be viewed in the Audit/Admin data export for Deleted Work Orders.
Note
If the Delete button is not available, the work order you selected cannot be deleted because it has been used.
Specify
the reason* for deleting the
work order or quote.
Click OK to confirm the deletion.
The work order or quote is deleted immediately.
- or -
Click Cancel to cancel the deletion.