Enable work orders in other applications

To enable Work Order Management and the work order dimension, your system administrator must subscribe to and configure the application. In addition, you must enable the work order dimension in General Ledger and in the applications where you want to track work order transactions.

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:

  1. Subscribe to and configure Work Order Management: Company > Admin > Subscriptions > Applications.

  2. Enable the Work order dimension in General Ledger: General Ledger > Setup > Configuration.

  3. 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.

  1. Go to Company > Admin > Subscriptions > Applications.

  2. Enable the Work Order Management subscription.

    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.

  3. Enable the work order dimension in General Ledger:

    1. Go to General Ledger > Setup > Configuration > Dimension Settings.

    2. Enable the Work order dimension.

    3. Save your changes.

  4. Enable the work order dimension in each application where you want to track work order transactions:

    1. Go to [Application Name] > Setup > Configuration.

    2. In the dimensions section, enable the Work order dimension.

    3. Save your changes.

Next step: Configure Work Order Management