Many MP2 users opt to incorporate the last two digits of the year into their Work Order numbers, such as with an example like 14-0012345. However, resetting this numbering system on January 1st is a task that is often overlooked. If you currently use the year as a prefix for your work order numbers, now is the ideal time to plan for a reset. To do so, navigate to Tools > Setup > Work Orders. A dialog box will open, allowing you to adjust the prefix for your Work Order numbers. It is highly recommended to test this change by creating a few work orders to ensure compatibility with the existing formats in the Work Order and Work Order History modules. Additionally, this is an opportunity to streamline data entry by removing leading zeros from the work order number. For instance, you could update the format to 15-12345. It is also worth considering removing the year reference altogether (e.g. 012345) and using the Request date to track when a Work Order was issued. Remember to test any changes you make by creating test work orders. Wishing you a successful and prosperous new year. Regards, Donal Fleming, Fleming Technical, Inc. Discover more at www.flemingtechnical.com, based in Atlanta, Georgia.
Make sure to reference the request date.
Thank you for the thorough explanation, Donal! This reminder is very timely, and I appreciate the detailed instructions on how to reset the work order number prefix for the new year. The suggestion to clean up the format by removing leading zeros is usefulβit can certainly make the numbers easier to read. The concept of using the request date in lieu of the year in the work order number is intriguing as well. Will definitely test this out to ensure it suits our workflow. Wishing you a prosperous new year as well from snowy Minnesota!
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Answer: Answer: To reset your Work Order numbering system, navigate to Tools > Setup > Work Orders. In the dialog box that opens, adjust the prefix for your Work Order numbers. It is recommended to test this change by creating a few work orders to ensure compatibility with existing formats.
Answer: Answer: While resetting the Work Order numbering system on January 1st is ideal, it can be done at any point. The key is to plan for the reset and test the changes to ensure they work with existing formats.
Answer: Answer: You can streamline data entry by removing leading zeros from the work order number or even consider removing the year reference altogether and using the Request date to track when a Work Order was issued. Testing any changes made by creating test work orders is recommended.
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