Special Functions

Field Name

Special Function(s)

Account #

If you have the "Populate WO Acct# from Main Task #" option in Work Options set to "Yes," this field will automatically be populated with the same default account number as the task selected in the Main Task field.

Also, if you have the "Populate Empty WO Task Acct #  with Main #" option in Work Options set to "Yes," this field will automatically populate the Account Number field in the Tasks grid in the work order. Or, if you have the "Populate Empty WO Resource Acct # with Main #" option in Work Options set to "Yes," this field will automatically populate the Account Number field in the Resources grid in the work order.

Note: 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

If you have the "Populate WO Acct# from Main Task #" option in Work Options set to "Yes," this field will automatically be populated with the same default project number account as the task selected in the Main Task field.

Also, if you have the "Populate Empty WO Task Acct #  with Main #" option in Work Options set to "Yes," this field will automatically populate the Project Number Account field in the Tasks grid in the work order. Or, if you have the "Populate Empty WO Resource Acct # with Main #" option in Work Options set to "Yes," this field will automatically populate the Project Number Account  field in the Resources grid in the work order.

Note: 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.

Unit of Measure

If the Lock UOM checkbox is marked in the associated Work Flow Setup, Task record, the Unit of Measure will be automatically populated by the system and will not be editable by users. Follow the link for additional information on the UOM and Locking mechanism.