General

Select the General tab.

Charge to BU (charge to business unit)

Enter a separate entity within a business for which you want to track costs. For example, a business unit might be a job, project, work center, or branch/plant.

Business unit security can prevent you from locating business units for which you have no authority.

Status Comment

Enter a brief description to explain the status of the work order.

Search X-Ref (search cross-reference)

Enter a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.

W.O. Status (work order status)

Enter a user-defined code (00/SS) that describes the status of a work order, rate schedule, or engineering change order. Any status change from 90 through 99 triggers the system to automatically update the completion date.

Type

Enter a user-defined code (00/TY) that indicates the classification of a work order or engineering change order.

You can use work order type as a selection criterion for work order approvals.

Priority

Enter a user-defined code (00/PR) that indicates the relative priority of a work order or engineering change order in relation to other orders.

A processing option for some forms lets you enter a default value for this field. The value then appears automatically in the appropriate fields on any work order that you create on those forms and on the Project Setup form. You can either accept or override the default value.

Std. Description (standard description)

Enter a generic rates and message code (48/SN) that is assigned to a standard note, message, or general narrative explanation. You can use the Standard Description user-defined code to assign standard procedures or instructions to multiple work orders. You set up codes for this field on the Generic Message/Rate Types table (F00191).

Flash Message

Enter a user-defined code (00/WM) that indicates a change in the status of a work order. The system indicates a changed work order with an asterisk in the appropriate report or inquiry form field. The system highlights the flash message in the Description field of the work order.

Subledger Inact (subledger inactive)

Select an option that indicates whether a specific subledger is inactive. Examples of inactive subledgers are jobs that are closed, employees who have been terminated, or assets that have been disposed. Select this option to indicate that a subledger is inactive. If a subledger becomes active again, clear this option. If you want to use subledger information in the tables for reports, but you want to prevent transactions from posting to the record in the Account Balances table (F0902), select this option. Values are:

Off: Subledger active.

On: Subledger inactive.

You cannot delete a work order if it has any account ledger transactions associated with it or is used as a parent work order. You can, however, make a work order inactive by entering a code in the Subledger Inactive field. A value other than blank in this field indicates that the work order is inactive.

Cost Code

Enter a value that is a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

Note: If you are using a flexible chart of accounts and the object account is set to six digits, you must use all six digits. For example, entering 000456 is not the same as entering 456 because, if you enter 456, the system enters three blank spaces to fill a six-digit object.

Est. Hours (estimated hours)

Enter the estimated hours that are budgeted for this work order.

Est. Amount (estimated amount)

Enter the estimated monetary amount that is budgeted for this work order.

Tax Expl Code (tax explanation code)

Enter a user-defined code (00/EX) that controls how a tax is assessed and distributed to the GL revenue and expense accounts.

Tax Rate/Area

Enter a code that identifies a tax or geographic area that has common tax rates and tax distribution. You must define the tax/rate area to include the tax authorities (for example, state, county, city, rapid transit district, province, and so on) and their rates. In order for the codes to be valid, you must set them up in the Tax Rate/Area file.