Quick Closing a Work Order From the Segments Tab

Before closing a work order you must first ensure that all outstanding parts purchase orders are closed. This prevents a user from closing the work before all parts are charged to the work order.

1. From on the Customer - Work Order Header tab.

   
   

   Customer - Work Order Header tab

2. Click on the Segments tab.
   The Segments tab will appear.

   
   

   Segments tab

3. Move the cursor over the Work Order Options link and select Quick Close from the drop down list.

   
   

   Segments tab

4. The Printing Parameters tab will appear allowing you to fill out the printing criteria.

   
   

   Printing Parameters tab
   

5. Click the Print button to print a copy of the work order.

6. Click the Save button to confirm your changes, then click the Close button to close out of the work order.