Work Order History

The WO aging business rule has two parts.

The first, Auto Close After, sets the number of days from when a work order is finished to when it is set to closed status. The second, Retain Days, sets the number of days from when a work order is set to closed status to when it is moved from the work order tables to the history tables.

We had these set to 180 and 90 days respectively.

The problem we are having is that we do a lot of Year to Date reporting, and the work orders are dropping off the report after nine months. Our reports are coded to only look at the Work Order tables, not the work history tables. So, as the work orders moved to history, the data disappeared from the reports.

I tried to re-code the reports to look at both work order and history tables, but the performance was unacceptable.

You can blank out the Retain Days field, so that the work orders will never move to history. This is what I would recommend.

For us, we are going to have to blank it out and then copy the data back into the Work order tables from work history using scripts.