Enhanced interface

Configure Work Order Management

Use the Configure Work Order Management page to set up your company's preferences for work orders.

You can control the numbering sequence for work orders, and show or hide fields that help with filtering, sorting, and reporting on service jobs.

To use Work Order Management, your system administrator must subscribe to and configure the application. If you subscribe to Construction, the Work Order Management subscription is available by default. To enable Work Order Management without a Construction subscription, contact your Sage Intacct account manager.

Previous step: Enable work orders in other applications

Subscription	Construction
Regional availability	Australia Canada United Kingdom United States
User type	Business Construction Manager Employee Project Manager
Permissions	Work Order Management Work orders: List, View, Add, Edit, Delete Work order types: List, View, Add, Edit, Delete Work order call types: List, View, Add, Edit, Delete Work order problem codes: List, View, Add, Edit, Delete Work order state: List, View, Add, Edit, Delete
Configuration	To use Work Order Management and the work order dimension, you must complete the following setup: Subscribe to and configure Work Order Management: Company > Admin > Subscriptions > Applications. Enable the Work order dimension in General Ledger: General Ledger > Setup > Configuration. Enable the Work order dimension in each application where you want to track work order transactions: [Application Name] > Setup > Configuration.
Implementation	If you subscribe to Construction, the Work Order Management subscription is available by default. To enable Work Order Management without a Construction subscription, contact your Sage Intacct account manager.

Go to Work Order Management > Setup > Configuration.

You can change the terminology used for work orders to match the terms appropriate for your business. For example, you might want to use the term service order instead of work order. See Customize terminology for details.
Use the Work order ID sequence field to determine how to number new work orders:
- To enable automatic numbering for new work orders, select a Work order ID sequence from the dropdown list.
  
  New work orders are assigned a unique ID number after you save them.
- To enter work order ID numbers manually, leave Work order ID sequence empty.
  
  Users must enter a work order ID to save a new work order.
Optionally, use the Enable work order fields section to select the external fields to track on work orders. For example, Service site and Amount billed.

You can use these fields for filtering, sorting, and reporting purposes.
Select Save.

Next step: Set up work order objects