Contractors Header Data

At the top of the module window you will see header data. This data remains at the top of your screen as you use the tabs to navigate through the record. The header fields are described in the table below:

Field Name

Definition

Contractor

This field allows you to identify the contractor you are entering.

Note: This is a required field that features two parts: the contractor numerical code and the contractor's name or description.

Warning: Changes made to the Contractor code or description will only affect future records in the Work Orders system; historical data will not be updated. The codes and descriptions used previously will no longer be available for filtering.

Contractor Status

This is a code-description field that allows you to select a status for the contractor, such as inactive or active.

Active Contractor Checkbox

This checkbox has a special function. If marked, the contractor will be designated as active and will appear in the Contractor pick list for work orders. If this box is not marked, the contractor will be unavailable for selection.

Note: You can manually adjust the field properties so that this button is marked by default upon adding a new record.  To do this, Right-click + Ctrl on the button and select Field Properties.  Then in the Default Value window (circled in red below), select "Yes".

Contractor Field Prop

See Also

Contractors

General

Categories

WO as Resource

Custom Tab(s)

Comments Tab