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If the Work Order Note is not printing on the Delivery Ticket, check the set up in the Administrator Program. While logged into the Administrator Program, select Tools > Reports / Logo Setting. At the bottom left, in the “Note types that will appear on Work Order” section, check the box next to “Work Order Note”. If you prefer a different note type to show up as well, this is where you would set it up.
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Project Order Not Showing in the “To Be Scheduled” Area of the Install Calendar
If you are not seeing the Project Order in the lower section of the Installation Calendar to be scheduled, it could be due to one of the following reasons below:
It has been previously scheduled. The easiest way to see when a Project Order has been scheduled, is to open the Project → Print Reports (top toolbar) → Work Order.
The Project was not initially marked as “Requires Installation”.
The “Requires Installation” setting was changed and deselected to “Requires Installation” in the Order Entry module.
The project has been cancelled.