Field descriptions: Work order information

Save

Saves the new work order.

Cancel

Returns to the Work orders list page without saving your information.

More actions

Allows you to perform the following tasks:

• Save & new: Saves the work order and opens a new blank work order form.

• Edit this page: Allows system administrators to edit the page layout if needed.

• Table size: Allows you to modify the Work order table size.

Save

Saves your changes to the work order.

Duplicate

Copies the information showing in the current work order to a new work order. Duplicating a work order instead of creating a new one can save time for work orders that share similar information.

Print to

Displays the following options:

• PDF: Displays the work order as a PDF in your browser's default PDF viewer. You can easily save and print work orders displayed in PDF format.

• XML: Displays the XML code for the work order fields. You can use a field's XML code to help identify it in CSV import templates, printed document templates, and some error messages.

Cancel

Returns to the Work orders list page without saving your information.

More actions

Displays the following options:

• View audit trail: Allows you to view an audit trail page for the work order. This page shows who changed the form and when the changes happened. Learn more about the audit trail.

• Edit this page: Allows system administrators to edit the page layout if needed.

• Table size: Allows you to modify the Work order table size.

Print to

Displays the following options:

• PDF: Displays the work order as a PDF in your browser's default PDF viewer. You can easily save and print work orders displayed in PDF format.

• XML: Displays the XML code for the work order fields. You can use a field's XML code to help identify it in CSV import templates, printed document templates, and some error messages.

Edit

Allows you to modify the information shown for the current work order.

Duplicate

Copies the information showing in the current work order to a new work order. Duplicating a work order instead of creating a new one can save time for work orders that share similar information.

Done

Returns to the Work orders list page without saving your information.

More actions

Displays the following options:

• View audit trail: Allows you to view an audit trail page for the work order. This page shows who changed the form and when the changes happened. Learn more about the audit trail.

• Edit this page: Allows system administrators to edit the page layout if needed.

• Table size: Allows you to modify the Work order table size.

Work order ID

If this field is available, enter a unique work order number.

If Work Order Management is configured to assign work order numbers automatically, this field displays New when adding or duplicating a work order. In this case, a work order ID is assigned automatically after you save the new work order.

This field is required.

Work order name

Enter a name for the work order.

Customer

Select the customer or company who requested the service.

Employee

Assign a technician to the service call.

Work order date

Select the date that the work order was entered.

Work order description

Enter a brief description for the service request.

Work order type

Select the main category for the service request. For example, Service or Small Job.

Users with the appropriate permissions can add new work order types.

Call type

Select a subcategory for the service request. For example, Preventative Maintenance or Warranty.

Users with the appropriate permissions can add new call types.

Problem code

Select the source of the service issue. For example, Parts or Electrical.

Users with the appropriate permissions can add new problem codes.

Work order state

Select the current status of the work associated with the service request. For example, In progress, Completed, or On hold.

Users with the appropriate permissions can add new work order states.

Closed date

Select the date that the work order was closed.

Status

Select the current status for the work order: Active or Inactive.

Complete

Select this checkbox when all work associated with a service request has been completed.

Entity

If this 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.

Project

Select the project to associate with the work order.

Department

Select the department to associate with the work order.

Class ID

Select the class to associate with the work order.

Location

Select the location for the entity associated with the work order. This is your entity's location, not the customer's location.

Actual cost

Enter the actual cost to complete the service request.

Actual repair hours

Enter the actual hours needed to complete the service request.

Agreement number

For work orders associated with an agreement other than a maintenance contract, enter the agreement number in this field.

Agreement sequence number

The sequence number for the agreement associated with the work order.

Alternate work order number

To associate an alternate work order number with this service request, enter that number in this field.

Alternate work order number 2

To associate an additional alternate work order number with this service request, enter that number in this field.

Amount billed

Enter the total amount that the customer was billed for the service request.

Auto-generated work order

For work orders associated with a maintenance contract, enter the contract number in this field.

Customer PO number

If the customer provided a purchase order number for the service request, enter that number in this field.

Estimated cost

Enter your estimated cost to complete the service request.

Estimated repair hours

Enter the number of hours that you estimate to complete the service request.

External billable

Select this checkbox for billable work orders.

External work order number

To associate a work order number outside of Sage Intacct with this service request, enter that number in this field.

Not to exceed

Enter the maximum cost allowed to complete the service request.

Salesperson

Select the salesperson associated with the work order.

Service site

Enter the location where the service is being performed.

Work order amount

Enter the total cost for all work associated with the service request.