Modify the Standard Solatech Work Order for Printing From Order Entry

Modify the Standard Solatech Work Order for Printing From Order Entry

Summary

The standard Solatech Work Order included within the software distribution is enabled to commit inventory. Even for those users without the Inventory Control feature, a change in how Inventory printing is done prevents printing the unmodified Work Order from printing within Order Entry. In order to bypass this issue, you must duplicate the standard included Work Order and turn off the Inventory Commit feature.

More Information

From the main screen in Solatech, click Tasks>Manage Process Reports.

On the left, select Work Orders

Highlight "Solatech Work Order" and click the Copy Report icon at the upper right of the screen.

Give a new name for this Work Order (e.g. "Company Work Order") and click OK

The new report will be shown on the list of Work Orders.

Highlight the new report and click Modify

Click the "Line Items" button.

Click on the "Inventory Items" button at the lower left

Uncheck the box "Printing of this report will cause Inventory to be committed"

Click OK to close this window.

Click OK to close this window.

Click OK one final time to close this window.

On the menu bar, click Setup Reports

Click the drop-down to select Work Orders

Highlight the Solatech Work Order and click the black X to remove this report

Click Add

Highlight the report you created above

Click OK, then click OK again.

This completes setting up the report. You can now print Work Orders from within Order Entry.

APPLIES TO

  • Solatech Window Covering Software 4.2

    • Related Articles

    • How to setup a work order to commit inventory

      Summary This article explains the process for making a work order the report that commits inventory. More Information In order to commit inventory in the Solatech Window Covering Software you must print a report, any process report, that has been ...
    • How to Modify Quantity in Order Entry

      Summary This article will explain how to change the quantity for a product in SalesPRO.  Orders cannot be modified. More Information Quantity of a line item can be changed a couple of ways. In Order Entry While the Order Entry Window is open, simply ...
    • How to use Option Defaults in Order Entry

      Summary SalesPRO software gives you the ability to setup default options at either a system or product level. When using Option Defaults to create quotes, there are a few things to keep in mind, to insure that these work as expected.  Instructions ...
    • Modifying a Standard Process Report

      Summary This article describes the process for making changes to existing process reports. While this example demonstrates changes to the Quotes Reports, this process works with any of the Process Reports. More Information Creating a modified process ...
    • How to set up a Leica Bluetooth Laser to work in Solatech (Version 4.2 ONLY)

      Version Important This article applies only to Solatech Window Coverings Software release 4.2. Summary This article explains how to pair your Leica Bluetooth Laser with your computer and set it up to work with your Solatech software. Steps This is a ...