Setup Requirements for Work Order Management

Following are the control maintenance records and authorization keys used for work order management, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

Authorization Keys

Assign the following authorization keys:

Product Maintenance

Create records for the finished products in Product Maintenance.

Note: You can set up the products as kits or assign individual prices, as needed.

Attach work order templates to finished products, as needed.

Determine work order product price and cost methods.

Attach serial numbers to finished products.

Vendor Maintenance

Create service vendor records in Vendor Maintenance.

Work Order Entry

Create work order templates for often used processes, as needed.

Form and Printer Setup

You must do the following to print work orders:

See Also:

Work Order Management Overview

Entering Work Orders