Envoking Documents

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Posted on by Pharma18969

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I would like to have a document of special instructions print when a work order is generated. Is this a Dynamics function or a Max Q function and how can I make this happen ??

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Pharma18969 385 on at

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RE: Envoking Documents

So this seems to have saved what I want but I do not know how to print so I can read what I have written ?? and is there a way to associate this document with the work orders??

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Community Member Microsoft Employee on at

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RE: Envoking Documents

Hi

Follow the below steps to special instruction print using SL ROI

Step 1:

Open the WorkOrder Report and Select the Option tab from ROI and enter the Special Instruction (additional message).

Step 2:

Select the Template Tab in ROI

Step 3:

Click the Save Template button and enter the Template ID and Description what ever you need. Then Click Ok button to save that Template.

Note:

If you want to use the same template for other users then Select an option Public

Step 4:

Using this Template you can load this template any time with "Load Template button". By this way you can avoid typing same instruction messages every time.

In a similar manner you can create multiple templates based on your special Instruction as needed. According to my knowledge, I hope the MaxQ doesn't have additional message insertion facility.

Hope this Helps

Thanks & Regards