General

Field Name

Shared Modules

Unit of Measure

Note: The Unit of Measure pick list in Fluids must match that of the Parts Inventory setup module to ensure consistency when entering new fluids.

Work (Work Flow Setup-Categories, Classification, Employees, Equipment, Fluids, Materials, and the Tasks module, Planning-Resource module, Work Orders, PM Template)

Account #

Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees,  Equipment, Fluids, Materials, and the Tasks module)

Proj No.- Acct.

Work (Work Orders, PM Template, Work Flow Setup-Contractors, Employees, Equipment, Fluids, Materials, and the Tasks module)

Department

Work (Work Orders, Planning- Department and Task modules, Requests, PM Template, Work Flow Setup- Classification, Employees, Equipment, Fluids, Materials, Problems, and Tasks)

Field Name

Special Function(s)

Unit Cost Field

The unit cost for the fluid will be extracted from the Parts Inventory module as fluids are added to the work order. If you do not have access to the Parts Inventory module, you can manually enter a unit cost.

When a fluid is selected as a resource in a work order, this data is automatically carried over to the unit cost field for the resource record (from here it can be modified).

Note: If the data in this field resembles (*"***.#*"), then you do not have rights within Security to view the data in this field. Please see your system administrator for details.

Journal Entry Import Button

The Journal Entry button, if marked, signals that this resource will be imported into the EDEN General Ledger.

Account # Field

This account # is automatically populated in the Work Orders Resources grid when the fluid is selected as a resource (from here it can be edited).

If work options are set to have Work integrate with an outside financial accounting system, the account # field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching an account # to a grayed out field. This is not a required field.

Proj No- Acct Field

The Proj No - Acct is automatically populated in the Work Orders Resources grid when the fluid is selected as a resource (from here it can be edited).

If work options are set to have Work integrate with an outside financial accounting system, the Proj No - Acct field will appear "grayed out" and will not allow data entry. Click on the field caption to receive directions for attaching a Proj No - Acct to a grayed out field. This is not a required field.