---
title: "Work Order Maintenance"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28392352/Work%20Order%20Maintenance"
format: markdown
---
# Overview
The **Work Order Maintenance** screen allows you to add and remove products, log time towards, and add expenses to a work order.
# Accessing Work Order Maintenance
To access **Work Order Maintenance**, complete the following:
1. Click the **Frameworks Menu** and navigate to **WorkOrders **> **Work Orders** from the navigation tree.
2. Enter the necessary information into the search fields and click **Find** to return a list of existing work orders.
3. Click the **Work Order** hyperlink to open the work order or click **New** to create a new **stock** work order.
> ✅ Refer to [Creating a Work Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30508062) for more information.
# Navigating Work Order Maintenance
The **Work Order Maintenance** screen is made up of 3 main sections:
> Macro (toc)
## The Work Order Details
In this section, you are able to view the details related to the selected work order.
> ℹ️ Click the **Search** breadcrumb, in the top left, to go back to the the [Work Orders Dashboard ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388388)screen.
Click **Refresh** to refresh the details of the work order. This is typically used after the [Time Sheet Entry ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388398)have been updated.
For more information about the Work Order Details, click here.
> ℹ️ The **Header** details can be edited via **Actions** and then selecting **Edit Header.**
**Work Order**
Displays the work order transaction number.
---
**Type**
Displays the transaction type of work order.
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**Status**
Displays if the work order is **IN-PROGRESS** or **COMPLETED**.
---
**Customer**
Displays the **Customer ID **and **Customer Name **the work order is for.
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**Assignee**
Displays the Frameworks user who has been assigned to the work order.
---
**Description**
Displays a description of the work order.
---
**Company **
Displays the **Company ID **the work order has been created by.
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**Branch**
Displays the **Branch ID **the work order has been created by.
---
**Linked Transaction and Suffix**
Displays the **Transaction **and **Suffix Number **linked to the project, service or workshop orders.
---
**Linked Delivery Date**
Displays the **Delivery Date** of the the linked project, service or workshop orders.
---
**Linked Delivery Address**
Displays the **Delivery Address** of the the linked project, service or workshop orders.
---
## The Actions Menu
The **Actions** menu has options to manage the work order. These options are:
> ✅ Refer to [Maintaining a Work Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30508088) for more information.
### 1. Stock In
From the **Actions** menu, select **Stock In** to add products to the work order.
> ⚠️ The System Setting - Flag **FWWorkBrnHdr** defines if the default branch will be the users logged in branch or the same as what is defined in the Work Orders header.
General Ledger Movements on Stock In
Service WIP account as per setup show stock committed to the work order
1. **CREDIT **(CR) - **Stock account **for the product group of the product being used
1. If not defined for the product group, CR stock account at company level.
2. **DEBIT** (DR) - **Work in Progress **account defined for the transaction type if not zero/blank.
1. If the Work in Progress account is not defined for the transaction type then the DR is to post to the branch level work in progress account.
### 2. Stock In Packs
From the **Actions** menu, select **Stock In Packs** to add packs or pack items to the work order.
> ⚠️ If a tally pack is made up of multiple lengths, the pack is automatically split by each length.
> ⚠️ The System Setting - Flag **FWWorkBrnHdr** defines if the default branch will be the users logged in branch or the same as what is defined in the Work Orders header.
### 3. Stock Out
To return stock from a work order back to the store, from the **Actions** menu, select **Stock Out** to enter the products to remove from the work order:
> ⚠️ The System Setting - Flag **FWWorkBrnHdr** defines if the default branch will be the users logged in branch or the same as what is defined in the Work Orders header.
General Ledger Movements on Stock Out
1. **DEBIT** (DR) - **Stock account **for the product group of the product being used
1. If not defined for the product group, DR stock account at company level.
2. **CREDIT** (CR) - **Work in Progress** account defined for the transaction type if not zero/blank.
1. If the Work in Progress account is not defined for the transaction type then the CR is to post to the branch level work in progress account.
### 4. Stock Out Packs
To return packs or pack items from the work order back to the store, from the **Actions** menu, select **Stock Out Packs**.
> ⚠️ If a tally pack is made up of multiple lengths, the pack is automatically split by each length.
> ⚠️ The System Setting - Flag **FWWorkBrnHdr** defines if the default branch will be the users logged in branch or the same as what is defined in the Work Orders header.
### 5. Log Time
From the **Actions** menu select **Log Time** to open the **Log Time **window and log time against the work order.
For more information about the Log Time window, click here.
**User**
The user the logged time is assigned to.
---
**Role**
The role assigned to the selected **User**. This is configured under [Labour Setup](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178).
---
**Start Date**
The date the work was completed.
---
**Start/End Time**
The time spent (in 24 hour format). This will automatically calculate the **Hours Worked **field.
General Ledger Movements on Logging Time.
1. **CREDIT **(CR) - **Labour Recovery** account defined for the transaction type if not blank/zero.
1. If not defined for the transaction, CR the labour recovery account defined for the branch.
2. **DEBIT **(DR) - **Work in Progress **account defined for the transaction type if not zero/blank.
1. If the Work in Progress account is not defined for the transaction type then the DR is to post to the branch level work in progress account.
> ℹ️ Users can also log time from within [Time Sheet Entry ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388398).
> ⚠️ Timesheets cannot be marked as completed here, you need to go to [Time Sheet Entry ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388398)to review and approve the time entered.
### 6. Expense Entry
If a user requires additional services to complete the work order, for instance a crane was hired to move a hot water tank, they can select **Expense Entry **from the **Actions** menu to open the **Expense Entry** popup window.
For more information about the Expense Entry window, click here.
**Supplier**
The supplier the expense has been provided by.
---
**Description**
Description of the expense for reference.
---
**Expense Type**
These are defined under 3rd Party Expenses Types as configured under [Project/Service Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178).
---
**Cost**
The cost of the expense if known, or an estimated cost.
---
**Sell**
This is automatically calculated based on the **Cost** entered, plus the markup % for the **Expenses Type** as defined under [Project/Service Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178).
---
**Date**
The date the expense was/is incurred.
---
**Completed**
Enable if the expense including the cost has been confirmed, otherwise unticked until such time as the expense invoice has been cited.
General Ledger Movements on Expense Entry
1. **CREDIT **(CR) - **Expense Recovery** account defined for the transaction type if not blank/zero.
1. If not defined for the transaction, CR the expense recovery account defined for the branch.
2. **DEBIT** (DR) - **Work in Progress **account defined for the transaction type if not zero/blank.
1. If the Work in Progress account is not defined for the transaction type, then the DR is to post to the branch-level work in progress account.
> ⚠️ Adding an expense to a work order** **does not create an expense invoice in Payables.
### 7. Progress Claim
On a monthly basis, the work done to date on a project order needs to be invoiced to the customer as a progress claim.
From the **Actions** menu, select **Progress Claim** to process a progress claim for a project order.
> ⚠️ This option is only available for work orders linked to project orders.
> ✅ Refer to [Processing Progress Claims for Project Orders](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529046) for more information.
### 8. Close Order
From the **Actions** menu, select **Close Order** to close the work order and consolidate the items to their respective workshop, service or project order ready for invoicing.
> ✅ Refer to [Closing a Work Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523312) for more information.
### 9. Edit Header
Select **Edit Header** from the **Actions** menu to edit the header details. You can modify the **Description, Branch** and the **Assignee **fields.
> ⚠️ The assign **Branch** can be changed ONLY if the Work Order has NO lines added AND the Work Order is NOT linked to a Sales Order.
### 10. Delete
Select **Delete** from the **Actions** menu to delete the Work Order from the system.
> ⚠️ The **Delete** option is only available if the Work Order has NO lines added AND the Work Order is NOT linked to a Sales Order.
---
## The Work Order Maintenance Grid
Contains a list of line entries added to the work order.
For more information about the Work Order Maintenance Grid, click here.
**Line**
The line number. Added sequentially in the order the line was added to the work order. If the line is not yet complete (**Completed**), you can click the hyperlink to edit the line.
---
**Brn**
The branch the line is associated with.
---
**Type**
The line type can be any of the following:
- **StockIn**: Products or packs/pack items added to the work order.
- **StockOut**: Products or packs/pack items removed from the work order.
- **LogTime**: The time logged towards the work order.
- **Expense**: Expenses charged against the work order.
---
**Date/Time Processed**
The date and time the line was added to the work order.
---
**User**
The user the line was processed by.
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**Pack**
The pack number of the pack or pack item(s).
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**Product/Supplier**
The product number or the supplier ID.
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**Description**
Displays a description of the product that has been added IN or removed OUT of the work order. A tally text description will be added for any Packs or Tally products.
---
**Qty**
Amount of the line item (pack item quantity = length x qty).
---
**UOM**
The product or pack/pack item unit of measure.
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**Labour Date**
Date the logged labour was completed.
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**Hours Worked**
The hours the labourer worked.
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**Role**
The labourer's role.
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**Rate**
The labourer's pay rate.
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**Cost**
The cost price.
---
**Sell**
The sell price.
---
**Expense Type**
Type of expense added to the work order. Defines the
---
**Comment**
Any comments added to the line entry.
---
**Completed**
Enable if the line has been verified and completed.
> ⚠️ Only **Line** items ticked as complete are posted to the GL. Products added as **Stock In** are ticked by default, all other types such as time entry can be reviewed and then ticked once approved; only then does the GL get updated.
# Additional Information
> ✅ - Refer to [Work Orders Dashboard ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388388)for more information.
> ✅ - Refer to [Work Orders Processes](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514196) for more information.
Related System Settings - Flags
The below system settings may be used to customise the functionality of your Frameworks instance.
| **System Settings - Flags** | **Flag Purpose** |
| --- | --- |
| **FWWorkBrnHdr** | Default workorder lines to branch on header |
> ✅ Refer to the [Sales Order Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381092) for more information.