Enhanced interface

Create a work order

Use the Work Order Management application to create service-related work orders for your small-scale, shorter-duration jobs.

You can create work orders at the top level or for a specific entity. You can track work order transactions in the applications where the work order dimension is enabled.

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.

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 > All > Work orders.

Administrators can rename certain terms, such as work order. If terminology has been customized, you'll notice that the labels used in the product might differ from the terms used in the Help.
Select Add.
If the Work order ID field is available, enter a unique work order number.

If this field displays New instead of an entry field, a work order ID is assigned automatically after you save the new work order.
Enter a Work order name.
If the Entity field is available, select the entity associated with the work order.

For single-entity companies, this field defaults to the current entity and cannot be changed.
Complete the remaining fields with the information that you have available.
Select Save.