Enhanced interface

Copy a work order

If you have work orders that share similar information, you can save time by duplicating an existing work order instead of creating a new one.

When you copy a work order, the new work order exists at the same level as the original. This means that if you created a work order at the entity level and want to move it to the top level, copying it will not move it. Instead, you need to recreate the work order at the top level.

To use Work Order Management, your system administrator must subscribe to and configure the application. If you subscribe to Construction, the Work Order Management subscription is available by default. To enable Work Order Management without a Construction subscription, contact your Sage Intacct account manager.

Subscription	Construction
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Employee Project Manager
Permissions	Work Order Management Work orders: List, View, Add, Edit, Delete Work order types: List, View, Add, Edit, Delete Work order call types: List, View, Add, Edit, Delete Work order problem codes: List, View, Add, Edit, Delete Work order state: List, View, Add, Edit, Delete
Configuration	To use Work Order Management and the work order dimension, you must complete the following setup: Subscribe to and configure Work Order Management: Company > Admin > Subscriptions > Applications. Enable the Work order dimension in General Ledger: General Ledger > Setup > Configuration. Enable the Work order dimension in each application where you want to track work order transactions: [Application Name] > Setup > Configuration.
Implementation	If you subscribe to Construction, the Work Order Management subscription is available by default. To enable Work Order Management without a Construction subscription, contact your Sage Intacct account manager.

Go to Work Order Management > All > Work orders.

Administrators can rename certain terms, such as work order. If terminology has been customized, you'll notice that the labels used in the product might differ from the terms used in the Help.
Select View next to the work order you want to copy.
Select Duplicate.

A copy of the work order opens in edit mode.
Make the necessary changes.
Select Save.

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