Working with 11-Service Receivables > 11-2 Work Orders, Invoices, & Credits > Service Quotes, Work Orders, and Invoices > Creating multiple work orders and invoices

Creating multiple work orders and invoices

Service Receivables features are available only if you have purchased the Service Receivables Add-On Module.

When you repeat a record, Sage 100 Contractor creates additional copies of the work order or invoice and schedules them for you.

ClosedExample: Scheduling a maintenance call once a month for a year

Suppose you want to schedule a maintenance call for a client once a month for the next year. After entering the initial work order, you can have Sage 100 Contractor repeat the record once a month for an additional 11 times. Sage 100 Contractor then schedules them at the same time each month for the next 11 months.

ClosedTo schedule a monthly maintenance call for a year
1 Open 11-2 Work Orders/Invoices/Credits.
2 Using the data control, select the record.
3 On the Options menu, click Copy or Repeat this Record.
4 Select the Repeat this record every option, and do the following:
a Enter 1 in the first number field.
b Select Month(s) from the dropdown.
c Enter 11 in the second number field for the amount of times to repeat.
5 Click [Repeat].
ClosedTo create multiple work orders and invoices
1 Open 11-2 Work Orders/Invoices/Credits.
2 Using the data control, select the record.
3 On the Options menu, click Copy or Repeat this Record.
4 Select the Repeat this record every option, and do one the following:
a Days: Enter the number of days in the first number, select Day(s) from the dropdown, and enter the number of times to repeat in the second number field.
b Weeks: Enter the number of weeks in the first number field, select Week(s) from the dropdown, and enter the number of time to repeat in the second number field.
c Months: Enter the number of months in the first number field, select Month(s) from the dropdown, and enter the number of times to repeat in the second number field.
d Years: Enter the number of months in the first number field, select Year(s) from the dropdown, and enter the number of times to repeat in the second number field.
5 Click [Repeat].

Links to more information . . .

Entering quotes or work orders or invoices

Creating purchase orders from work orders or invoices

Posting multiple work orders

More resources

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