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To create a Work Order, follow the steps below. (Depending on settings in your RTA System Parameters, you may or may not be prompted for some of the information described)

1. Select WOs > WOs (WW) from the RTA main menu.
   
2. Select the “New WO” button.
   
3. Enter the vehicle number or press “F1” and select from the lookup list. Then press the tab key.
   NOTE: After a work order has been saved, the vehicle number CANNOT be changed so make sure the vehicle number is correct!
   
   
   1. A pop-up should show with the posting information. Here you can update the current odometer of the vehicle. If the work order is for work that is yet to be performed, key in the current meter reading from the vehicle. If opening a work order for work that has already been done, key in the meter reading from when the work was completed.
   2. Enter in the posting date. If the work has already been completed, put the date that it was completed. If the work is yet to be done, leave it at today's date.
      
4. The create a new work order screen will be displayed again. Fill in additional header information. Click on each field to expand a description of each
   

   1. 
      

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      title Customer (Recommended)
      The customer number will be automatically filled in if a customer was specified for this vehicle in its master file. You can key in the customer number, or press “F1” and select from the lookup list.

      
      

   2. 
      

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      title Vendor
      If this WO will include work done by a single vendor, you can specify the vendor number in this field. Multiple vendors may be used on a single work order; however, then the reference is only available within each respective work order line.

      
      

   3. 
      

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      title Priority
      This code is an optional feature based on your system’s configuration settings. If active, use the arrow to the right of the field to select the priority level of the WO from the drop down menu

      
      

   4. 
      

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      title Reason
      This code is an optional feature based on your system’s configuration settings. If active, use the arrow to the right of the field to select the reason for the WO from the drop down menu.

      
      

   5. 
      

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      title PM Status
      Displays status of any PMs past due or due soon. Double-clicking on any of these PM notifications will add a job line to perform that PM.

      
      

5. Next you will need to add work order lines to post work to a work order. You can get a step by step guide for this on the page How to Add a Work Order Line. You can go to the page by clicking the link: How to Add Work Order Lines or open up the page in this window by clicking the expandable below.

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   title How to Add Work Order Lines
   Include Page How to Add Work Order Lines How to Add Work Order Lines