Set up work order objects

Customize the dropdown lists for service-related fields on work orders.

You can create a list of options for work order types, call types, problem codes, and work order states specific to your business.

Users can select from these options when they add or edit a work order. Users with the appropriate permissions can add new options to these lists when creating or updating a work order.

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: Configure Work Order Management

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 Work Order Management > Setup.

    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.

  2. Select one of the following options:

    • Work order types: Allows you to create a list of categories for service requests. For example, Service or Small Job.

    • Work order call types: Allows you to add subcategories for service requests. For example, Preventative Maintenance or Warranty.

    • Work order problem codes: Allows you to add a list of source codes for service issues. For example, Parts or Electrical.

    • Work order states: Allows you to add a customized list of statuses for the work associated with service requests. For example, In progress, Completed, or On hold.

  3. On the list page for the selected work order object, select Add.

  4. Give the option a name.

  5. Optionally, assign the current option to a Parent type:

    • Parent types are higher-level categories that can help your team with filtering, sorting, and reporting.

    • To assign a parent type, you must first save at least one option for a work order object. Otherwise, the Parent type dropdown list will be empty. For example, to group problem codes under the category Parts, you must first set up a problem code called Parts.

  6. Assign a Status to this option: Active or Inactive.

    This status determines whether the option is available for users to select when adding or editing a work order.

    • Active options display in the dropdown list for a field.

    • Inactive options do not display in the dropdown list for a field.

  7. Select Save.

  8. Repeat steps 1-7 to add another work order type, call type, problem code, or work order state.