The General tab contains multiple fields that allow you to enter basic information about contractors.
Shared Fields
A shared field is one that shares a field caption and/or pick list with another field. Below is a list of shared fields in the Contractors module.
Field Name |
Shared Modules |
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) |
Unit of Measure |
Work (Work Flow Setup-Categories, Classification, Employees, Equipment, Fluids, Materials, and the Tasks module, Planning- Resource module, Work Orders, PM Template) |
Special Functions
Below is a list of fields in the Contractors module that have additional functionality.
Field Name |
Special Function(s) |
Acct # Field |
This account # is automatically populated in the Work Orders Resources grid when the contractor 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 contractor 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. |
Unit Cost |
When the contractor is selected as a resource in a work order, this field is automatically populated in the Default Unit Cost field in 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. |