TRAX MANUALS > Shop > Shop Module > Shop, Update Menu > Shop W/O > Shop Work Order Detail > W/O Shop Detail Buttons > 3rd Party Button, via W/O Shop Detail > Customer Order, W/O Sell Tab, via Third Party Shop W/O

The W/O Sell tab in the Customer Order pop-up window is used to link the 3rd Party Shop Work Order to a Customer Contract record. The Contract Number used will determine how the Shop W/O is billed/processed for the chosen customer.

The following information/options are available in this window:
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Contract Number

The allocated Customer Order reference number.

Note: The Contract Number will carry over to Child Work Orders. This also applies to Shop Work Orders.

Financial System Invoice

Informational only. If a company uses a third party financial system, they may enter the invoice number here as a reference.

N/R Billing button

Select this button to create a Non-Routine Task Card for the Customer Order. The following drop down menu appears. Select a Non-Routine Task Card by double clicking the desired selection.

The system displays the Customer Contract N/R window. Select the New button to create a new Customer Contract Non-Routine.

Bid NO

This is a system generated number which is assigned to the W/O Bid Sheet upon creation.

• WOBIDNO - The Work Order Bid Next Sequence Number Switch is sequential and does not have YES/NO functionality. Its purpose to keep track of the number of Work Order Bids created. The Config Number is updated every time a New Work Order Bid is requested.

  Note: Do not manually reset Config Number as this is set at implementation.

Currency

The currency that will be used for the order transaction. Currencies may be defined for the Customer/Vendor in the Customer/Vendor Master and overridden at the order level. For additional information, please refer to the Currency section of the G/L Interface, System Transaction Code Training Manual.

Exchange Rate

The currency exchange rate associated with the order.

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The Contract Number is mandatory when linking a contract to a Third-Party Shop W/O. If the Contract Number is not populated, the system will display the following hard error, preventing the user from saving the Customer Order:

If the contract is 'Under Revision' or 'Closed Contract' status, the system will display the following error:

If the date of the contract is less than the current date, the system will display the following error:

If the Contract is not set up for Shop Work Orders, the system will display the following error:

Select the Save button to save the information in the record.