WO Financial Integration

To select options regarding financial integration for the Work Order modules, complete the following steps:

1. Click on the Financial Integration tab.
2. Select Work Orders from the drop-down menu in the dialog box.
3. Click on the module toolbar to enter Edit Mode.
4. Right-click on an option and select Edit. Depending on which option you select, you will receive a dialog box similar to the one below:

   

5. Enter a "Y" for yes if you want to select that option, OR enter an "N" for no if you do not want to use that option.  Some options require that you enter other information in the dialog box.
6. Click .
7. Click to save the changes.