Work Order: Items |
  
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Work Order: Items |
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The Items tab in the Work Order module is identical to the one found in Accounts Payable. For definitions of the A/P fields and other information, see Entry/Account Payable/Items.
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The Unit field in the grid serves two purposes. If there is no entered unit, the program assumes the work order line entry is for the common area of the property. If a unit is entered, the program assumes the work order line entry is for a unit and the work order reports will display the unit information. |
The item fields are further defined:
Field |
Description |
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Assigned to |
Select the employee assigned to the task |
Task Completed |
Select the completed date |
Contact 1, 2, 3 |
Enter the contact(s) information for the work order |
Work Order Memo |
Enter the information pertaining to the work to be managed |
Work Order Special Memo |
Enter the information pertaining to any special notes for the work to be managed |
Work Order Resolution |
Enter the resolution notes |
How to add a work order line entry as an expense
1.In the Item cell, select or enter the item code to define the work order line item to manage
2.Select the Unit if applicable
3.Enter any work order fields if applicable
4.If a purchase order or estimate order is being printed, enter the estimate quantity and amount
5.If moving the work order to A/P, enter any A/P fields, including the amount
6.Repeat steps for all work line items for property and/or units within property, which vender will manage through the single work order
