The Works Order duplication feature is a useful tool if you have:
A Works Order that recurs across multiple budget years
Mistakenly created a Works Order under the Wrong Budget
Want to set up multiple Works Orders with the same description, location, or company.
How to duplicate a Works Order.
1:
Head to the Works Order module and choose the budget year from the bottom left of the list.
2:
Click once on the Works Order you wish to duplicate and then press the Select button. Now you will only see the selected Works Order in the list.
3:
Choose the duplicate button from the top right of the list and a small window will pop up asking for you to choose the Budget Year and also the Budget & Sub Budget you wish to assign this new Works Order to.
If you have not set up any budgets for the year you are looking to duplicate to, head to our budgets module guides to find out how to set new budgets up:
4:
Once you have confirmed the newly duplicated Works Order, choose the budget year from the bottom of the list and then you will see the Works Order under the latest reference number. All you need to do is update any information and add payments when required.
If you are duplicating a Works Order that you mistakenly created, head to the original Works Order and add a Final Payment of Zero to void that record.
