Work Order General Setup

This article outlines how to configure general work order settings for your building.

Tax rate: The current tax rate applied to materials or labor in the building.
Tax GL Account (Optional): Account number used for tax on billable work orders in the building.
Tax Charge Code (Optional): Charge Code used for tax on billable work orders in the building.
ID Prefix: The current prefix used for work order identification. When change is made all future work orders will reflect the change. Frequent changes are not recommended.
Work Order Scheduling Mode: If there is a due date set on the work order, when should the work order open?
- Buffer before work order due date
  - If you choose this option, the Advance Open Buffer For Scheduled Work Orders fields will open.
  - When a work order is scheduled with a required due date, how far in advance should the work order open?
  - Can be configured in day, week, month or years.

Work Order Edit Rules: Control whether work orders can be edited after they’ve been closed and verified:
- No Restrictions (default): Work Orders can be edited after being Closed and Verified.
- Full Restrictions: Prevents all edits to the work order after being Closed and Verified. Only the Reverse Charges action is permitted.
Work Order Purchase Order Restrictions (optional): Restrict the work order from being closed until the following criteria.
- Purchase Order Status needs to be Closed
- Purchase Order Approval Status needs to be Approved
Work Order Verification Requirements (optional): Enabling any of the options below requires the work order to meet the following criteria before billing verification.
- Require Lease Code
- Require Cost Code on billable items