Ability to delete workshop jobs | Voters

Ability to delete workshop jobs

under review

Angus

There should be a button on workshop jobs beside "save and close", "quick scan" etc which allows a workshop job to be deleted from the workshop module.

November 19, 2019

Suzy Weightman

Hi all, 
We've had a look into this, and we won't be able to delete the order in it's entirety. This is due to there being the possibility of a financial impact of closing the order (i.e. a deposit on the order), which would need to be manually addressed in the POS. 
What I would like to propose as a change, is for us to add the ability to the delete the workshop job only - so this would remove the job from the workshop module, and would revert the order type to a Work Order. 
Does this solve the problem for you? 
Thanks, 
Suzy

Iqbal

Suzy Weightman: Hi Suzy, I've been keeping an eye on this, I do worry workshop jobs can go missing if no real control over them which could in turn cause problems so a backup like going back to work order might help. 
Or if we can set an administrator/user to delete permanently later on that would be useful. Don't want to complicate things but agree the current way is long winded but have reservations of deleting completely too. Given the fact users can log in on internet devices its better to have some form of back up. Just throwing it out there.
Thanks

Doug B

Suzy Weightman: Is there a way that if a workshop job or work order does get deleted and has a deposit on it, the deposit can get transferred to the customers account and can use for other purchases in the future?

Neil McQuillan

Cycle-R Admin There is the option to place a job on hold, which ought to achieve your aims with that one.

Neil McQuillan

We expect this to move to planned nest week. There is a strong chance this will be in the July Cloud POS release if this is the case the status will change to planned next week.

Ali B

Is this going to happen anytime soon? Its been under review since Feb.

Steve McCulley

This would be so much easier, as the current system of removing a workshop job from the schedule is far too convoluted!

Dan Donnan

marked this post as

under review

A development request has been created and is linked to this post, so you should receive notifications when this is being worked on.

Cycle-R Admin

It would also be useful to have a 'defer' button as well, where if a job has to be 'parked' for some reason, such as Covid putting loads of work on hold for a particular customer, all their jobs can be 'furloughed' until they can be restarted.

This could also be used where undertaking Contract maintenance work and the Contract has to be suspended for some reason, in which case all in-the-pipeline work relating to that that Contract needs to be suspended until the issue is resolved.