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Link E/C with T/C button, via Work Order Detail, Optional Tab

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The Link E/C with T/C button imports button allows users to link T/Cs and E/Cs that have been added to the same W/O. However, this button will not function if the T/C and/or E/C are not already added to the W/O.

The following E/C does not have any T/Cs associated with it.

Link EC with TC 1

The E/C has been added to a Work Order.

Link EC with TC 2

A T/C has been created and attached to the same W/O. As shown below, the T/C does not have an E/C linked to it.

Link EC with TC 3

Under the Optional Tab of the W/O, select the Link E/C with T/C Link EC with TC button button.

Link EC with Tc 4

The Import From File window appears.

Link EC with TC 5

Note: The Exceptions tab will list records that failed to successfully import.

Upload the appropriate file into the Import From File window. You can access the appropriate template by selecting the template template button button.

Link EC with TC 6

Once the file is uploaded, select the save button.

Link EC with TC 7

The T/C has now been linked to the E/C that was attached to the W/O.

Link EC with TC 8

See Also

Work Order Detail, Optional Tab

Re-Open All Financial Transactions Button, via Work Order Detail, Optional Tab

Restrict Actual To Estimate Checkbox, via Work Order Detail, Optional Tab

Import Parts and Tools Button, via Work Order Detail, Optional Tab

Import W/O N/R Task Card Button, via Work Order Detail, Optional Tab

Import W/O Task Card Button, via Work Order Detail, Optional Tab

Import W/O Task Card Express Button, via Work Order Detail, Optional Tab

Import W/O E/C Button, via Work Order Detail, Optional Tab

Import Close Vendor Task Cards Button, via Work Order Detail, Optional Tab

Import Work Order Task Card From History Button, via Work Order Detail, Optional Tab

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