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#11759 - 03/12/08 05:40 PM work order system
Anonymous
Unregistered


Does anybody know of a work order system for tracking time and materials to help generate an order entry order/invoice?

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#11760 - 03/12/08 06:06 PM Re: work order system [Re: ]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4554
Loc: Wynnewood, PA
Unless I'm misunderstanding what you want, Adagio doesn't have one. You can kluge together a workable system if you are willing to compromise, using Purchase Orders for Adagio, Adagio Invoices, Adagio Inventory and Adagio JobCost. I don't think you will be able to use OrderEntry to do your billing.

Is there a specific reason why you want to use Adagio?

Steve

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#11762 - 03/12/08 06:22 PM Re: work order system [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Steve,

Well, they're already using Adagio (GL, AR, AP, OE, IC and GV) and now want to add work order management would be my guess!
_________________________
Andrew Bates

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#11763 - 03/12/08 06:27 PM Re: work order system [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4554
Loc: Wynnewood, PA
Oh, that makes sense. Well, then, it is possible.

Working backwards, what kind of things are you looking to show on your forms and reports that are not part of standard Adagio?

Steve

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#11847 - 03/17/08 12:19 PM Re: work order system [Re: Steve Schwartz]
David Dearin Offline
Adagio Scholar

Registered: 06/21/04
Posts: 88
Loc: Heffley Creek, BC
Thanks Steve.
At present the company does a manual work order system.
Equipment comes in for repairs and a work order is written up.
The equipment is then inspected, parts ordered and work is performed. BUT timecards are done by staff which list work done each day (ofter several jobs) and the work order number is referenced.
Accounting has to update the work orders manually from those time cards. I know I could use order entry for most of this but the finished invoice is sometimes contract, not hourly, maybe cost plus or involve time writeoffs or warranty.
Then the workorder is input as an order entry item for invoicing by the shop manager.
I was wondering if anybody had some brilliant idea or experience.
_________________________
David Dearin

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#11923 - 03/25/08 08:38 AM Re: work order system [Re: David Dearin]
Anonymous
Unregistered


Hi,
We have used Adagio Invoicing in many sites to do something similar to your requirements, especially to service work, warranty work, and time and materials invoicing.
Invoicing allows you to log the time as an invoicing item (sort of like a non-stock item with rates per hour set by task, machine, or employee).
You can also draw parts from inventory, although invoicing doesn't really commit the parts properly as being on the work order until the Invoice (work order) is posted.
You can keep building the Invoice work order and print off draft copies like a work order traveller and then print and post when complete.
The draw backs are that the committed inventory on WO doesn't update inventory, and Invoicing because is if closely linked to Receivables, creates locking issues when users post in Receivables, and there are multiuser locking issues for users in Inventory. The invoiced inventory from Invoices are imported into Inventory in batch (similar to an end of Day in OE).
I hope the locking issues will be resolved soon. In a smaller shop they are less of a problem.
The invoice format can be as flexible as you can be creative.
Regards,
Brian

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