How to Create a Work Order for an Invoiced Sales Order
Overview
If a sales order has already been invoiced, you can still create a work order for it by reopening the sales order and adding a miscellaneous line item. Once the line item is added, a Work Order link becomes available, allowing you to create and schedule the work order.
This process is commonly used when installation or service work needs to be scheduled after a sale has already been completed.
Before You Begin
The sales order must already be invoiced.
You must have a Miscellaneous item available for creating work orders (for example, a miscellaneous item named Work Orders).
Create a Work Order for an Invoiced Sales Order
Step 1: Open the Sales Order
Locate the invoiced sales order.
Open the sales order.
Verify that the order has already been invoiced.
Step 2: Reopen the Sales Order
Since the order has already been invoiced, it must be reopened before a work order can be created.
Select Reopen Ticket.
Confirm the sales order is now open for editing.
Step 3: Add a Work Order Line Item
A work order cannot be created directly from an invoiced sales order. Instead, add a miscellaneous line item that represents the work order.
Add a new Miscellaneous line item.
Select your work order miscellaneous item (for example, Work Orders).
Enter any required information, such as the product model number or description.
Save the sales order.
After saving, a Work Order link becomes available on the sales order.
Step 4: Create the Work Order
Select the Work Order link.
Choose Create New Work Order.
Complete the work order details.
Depending on your workflow, you may need to specify:
Scheduler
Number of scheduling slots
Assigned truck or crew
Installation or service notes
Special instructions
Example
Scheduler: Delivery Scheduler
Schedule Slots: 1
Truck: Install Truck
Work Required: Reverse refrigerator door swing
Step 5: Schedule the Work Order
Assign the work order to the desired date and schedule.
Save the work order.
A work order number is generated and the work order appears on the scheduler for the assigned date.
Verify the Work Order
After saving:
Open the Work Orders list to locate the new work order.
Review the Scheduler to confirm it has been assigned to the correct date and resource.
Frequently Asked Questions
Can I create a work order after a sales order has been invoiced?
Yes. Reopen the invoiced sales order, add a work order miscellaneous line item, and then create the work order from the generated Work Order link.
Why do I need to add a miscellaneous line item?
The miscellaneous work order item enables the Work Order link on an invoiced sales order. Without it, a work order cannot be created.
Will reopening the sales order affect the invoice?
Reopening the sales order allows you to add the work order line item. Follow your organization's procedures when modifying invoiced orders to ensure accounting and operational processes remain accurate.
Where can I find the new work order?
After it is created and scheduled, the work order is available in the Work Orders list and on the Scheduler for the assigned date.
Related Topics
Creating Work Orders
Scheduling Work Orders
Managing the Work Order Scheduler
Reopening Sales Orders
Miscellaneous Line Items