Create a Work Order
Work Orders are separate from Inbound and Outbound Orders. They group Accessorial Tasks together, assigning them to a specific Owner and Project. Accessorial Charges are simple tasks or procedures that take place in the Warehouse.
Please Note
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Operation Codes, Billing Strategies, Terms, Currencies, and Tax Schedules must already be configured.
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Billing Contracts can be used along with external accounting software.
For assistance managing these billing presets or setting up external Billing, please contact Datex.
Step 1. Open the Work Orders Hub
1. Click the Billing int the left navigation menu, then select Work Orders.
The Work Orders Hub will display.
Step 2. Create a New Work Order
1. Click the + New Work Order button in the top toolbar.
Step 3. Enter the Work Order Basics
The Work Order Code, when left blank, will be generated upon saving.
1. Select the required Owner and Project for the Work Order.
2. Select the Warehouse where the Work Order tasks will be performed.
3. (Optional) In the updated Work Order form, enter a Reference number, Expected Date, or Description in the Details section.
4. (Optional) Enter any Notes in the Notes section.
Step 4. Add Tasks to the Work Order
1. Click the green + Add Row option in the Lines tab at the bottom of the order to add a task.
2. Select the Operation Code for the Accessorial Charge.
Note
These Accessorial Charges must already exist in the project's active Billing Contract.
3. Enter the Expected Qty of work for the Order.
For example, how many feet of shrink wrap expected, or how many labels will be applied. This number is in terms of the Expected UOM (Unit of Measurement).
4. (Optional) Enter any Notes specific to this Line's task.
5. Click the green check mark in the right column of the new Lines to save it to the Order.
Repeat these steps 1-5 to continue adding as many Lines of tasks as needed for the Work Order.
Step 5. Release the Work Order
Once all Accessorial Charges have been added as Lines to the Work Order, the Order can be released.
Tip
If the Work Order is not ready to be released, you can wait and release it at a later time.
1. To release the Work Order now, click the Release button in the top toolbar.
2. Review the details are correct, then click the purple Yes button to Release the Work Order.
3. Click the purple OK button in the confirmation window.
The Work Order will now be available for the tasks to be performed.
Once all the tasks have been performed, the Work Order can be completed.
| Last Updated: |
| 06/06/2025 |
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