Work Order Prepayment Transactions

To track a customer's payments that are prepaid, you can use prepayment processing. Customers can prepay by using cash, check, or credit card. If payment has already been made for service, the invoice reflects that the work order has been prepaid. If prepayments are being used with the work order, the full amount of the work order must be prepaid.

You can enter a work order to formally request repair work and schedule maintenance. You can also use work orders to record and communicate all details that are related to the repair task.

You must create a work order master for every service that you track. The work order master consists of basic information that defines the work order, such as the work order number, description, and the business unit to which the work order is charged. You can also enter additional information, such as category codes, to further identify the work order.

In addition, you can copy parts from a standard parts list or assign nonstandard parts to a work order. You can also assign detailed labor routing instructions to a work order. You can perform these steps:

• Identify each work center that is needed to perform repair tasks.

• Specify the sequence in which the tasks are performed.

• Indicate the estimated duration of each task.

You can delete any work order from the system unless it has any of these characteristics:

• It is used as a parent work order.

• It has any account ledger transactions associated with it.

• It has a parts list or a routing attached.