WO General Options

To select general options for the Work Order modules, complete the following steps:

  1. Click on the General Options 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:

    General Options

  5. Enter a "Y" for yes if you want to select that option OR an "N" for no if you do not want to use that option. Additionally, certain options allow a "P" for prompt.  If "P" is selected, the prompt window will appear in the work order form requesting you to select "Y" or "N" for that specific work order.  Some options require that you enter other information in the dialog box such as numerical values.
  6. Click Button OK.
  7. Click to save the changes.

    Note: For information on the individual options available, please refer to our Listing of WO General Options.

In This Section

Listing of WO General Options

See Also

Work Options

WO Number Format

WO Tracking Options

WO Parts Integration

WO Financial Integration

Request Number Format

Request Tracking Options

Request General Options

Request Parts Integration

Request Financial Integration

Advanced Options