Work Order General Setup
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This article outlines how to configure general work order settings for your building. General Setup Work Order Restrictions Invoices and Statements Work Order General Setup 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. Immediately when work order is created Same day as the work order due date Work Order Restrictions 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 Invoices and Statements Show tenant invoices on Closed & Verified work orders: Choose yes or no Show tax breakout on Tenant Statement PDF: Choose yes or no Tenant Statement PDF Formatting: Choose yes or no
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