Posting Date options in Work Orders

When looking up a previous/historical work order, the posting date automatically defaults to today. This assumes that the user ‘might’ be making a change as of today’s date.

In reality, the user may be trying to establish the work order’s posting date as it was when the transactions took place. They hope to do this without having to use the WO Master or Transactions tab. It would be beneficial from an efficiency standpoint to have options to what the “POSTING DATE” refers to. Perhaps a system switch that offers posting date to be when the work order was closed, or the most recent date of a transaction, or today’s date. Options would be appreciated.

The ‘Posting Information’ dialog really should be updated to include the posting date every time the dialog pops up so it stand out better. The posting date is plainly visible on the WO Main Screen, although it doesn’t really stand out from the surrounding information and is easily forgotten, as evident by anyone reading this that just looked to see where it was :laughing:. The simplest solution I could think of is It should default to today’s date, but pressing ‘F1’ would set it to the date the work order was started, and ‘F2’ would set it to the most recent posting date.

Hey Daniel,
We recently made changes to this process, can you give me some feedback on whether or not we implemented this correctly? I would love to hear your opinion of how we did there!

Hey Daniel,
We recently made changes to this process, can you give me some feedback on whether or not we implemented this correctly? I would love to hear your opinion of how we did there!

After testing out the changes, this is exactly what I was looking for.

I’ve noticed that changing the posting date on the posting transactions screen updates the work order screen posting date as well, which is great!
I personally never used the calendar option by pressing ‘F1’, It just second nature to me to navigate and enter the date all on the keyboard. Though after seeing some of our staff use the calendar feature, I realize it’s a great function for those that do use it.
I’ve tried to use ‘F2’ to change the date to today and it works on the work order screen; Though unfortunately on the posting transactions screen, pressing ‘F2’ jumps focus to the Ok button without changing the date, while ‘F2’ on the posting information prompt does nothing.
Otherwise, RTA handles the dates quite nicely I find as I am not having to change the date very much now, pretty much just changing the date to today on the few work orders where the asset is in or at an outside vendor for more than a day.

Thank you so much, it looks like a small change but it is a huge game changer and will save me a lot of time and frustration going forward.