Work Order Types

When creating a new Work Order, a Work Order Type is a required field. Work Order Types add defaults and define settings on work orders. When viewing the list of open Work Orders, you can filter on the Work Order Type to help plan on resources neede...

From the main menu, arrive at the Work Order Types setup with this path: Setup > Operations > Work Order Types. The Work Order Types list is displayed. Click the Add Work Order Type button at the upper left of the form. The Add Work Order T...

You may only delete a Work Order Type if it has never been selected on an existing Work Order record. To delete a Work Order Type, from the main menu, arrive at the Work Order Types setup with this path: Setup > Operations > Work Order Types. The ...

To edit a Work Order Type, from the main menu, arrive at the Work Order Types setup with this path: Setup > Operations > Work Order Types. The Work Order Types list will be displayed.  Locate the Work Order Type you want to edit, and then click on ...

Hold back is an amount on a work order held back from invoices to be invoiced at the end. There are two fields on the Add Work Order Type form (Setup > Operations > Work Order Types) related to hold back: Hold Back % : This defaults to zero; 1 ...