Search Work Order Document
Required Permissions
- View Reports
- ability to search and view, print and export Work Order Documents
- ability to print and export Work Order Documents List Report
- Modify Work Orders
- ability to edit Work Order Document Numbers
- View Work Orders
- ability to search for Work Order Documents by Kitting Work Order Numbers
- View Cost
- ability to view Unit Cost in Work Order Documents
Search Work Order Document
- Go to Orders tab of the main menu.
- Select Kitting Work Order -> Search Document menu item.
The following window displaying Work Order Documents opens:
- Specify the necessary search criteria in Search Work Order Document frame:
The following optional filters can be applied:
| Filter | Comment |
|---|---|
| Document # | A number of the Work Order Document. |
| Site | Drop-down list of active Sites that you have access to. The necessary Site can be searched by the ellipsis button [...] as well. CoreIMS automatically prepopulates the field if you have a specified Default Site (please refer to Users section). |
| Order # | Drop-down list of Kitting Work Orders. The necessary Kitting Work Order can be searched by the ellipsis button [...] as well. |
| Date | You can specify the date range when the Work Order Document you are looking for was generated, i.e. the respective Kitting Work Order(s) was build/unbuilt. |
| Owner | Drop-down list of active Companies marked as Owner. The necessary Company can be searched by the ellipsis button [...] as well. Visible only if Ownership mode is set up as Item level or Stock Level in System Settings. If you (your CoreIMS user) have a specified Owner (please refer to Users section), you will be able to search for Documents of Kitting Work Orders only of this Owner or without owner. |
CoreIMS allows you to do the following when searching:
1) search by the beginning of text fields;
2) hide/unhide search filters;
3) collapse/expand the filter area.
- Once you specify all necessary filter criteria, click Enter or Apply Filter button.
The results that satisfy the search criteria will be loaded to Work Order Documents frame:
If needed, reset previously specified filter criteria by clicking Reset Filter button.
Use navigation buttons
to switch the pages of the grid.
You can also customize the view of the grid and use Ctrl+F for searching.
View Work Order Document
- Locate the necessary Work Order Document by double-clicking on it on the grid:
Edit Work Document window opens:
You can edit the Work Order Document Number. Remember that it should be unique across the system.
- Click Save button.
- Click Reset button if you want to reset the unsaved changes.
If needed, print or export the Work Order Document. Use Print or Export button accordingly.
Work Order Documents List Report
You can print or export Work Order Documents List report displaying the data from the grid on Search Work Order Document screen. To this end use Print or Export button accordingly.
