Complete the following steps to complete the maintenance portion of the work order data conversion.

1. Complete the Work Order Installation screen.
2. Click the Admin button at the bottom of the screen to access the System Administration menu.
3. On the System Administration menu, double-click Processing Date Change and set up the Work Order portion of the Processing Date Change screen. Click OK to return to the System Administration menu.
4. On the Site Map screen, click to select the Work Order module.
5. Click the Data Entry menu button. This is where most daily work such as work order entry and dispatch scheduling will occur.
6. Enter outstanding work orders as of the conversion date using Work Order Entry.
7. Complete the "Work Order" portion of the Processing Date Change screen, setting the minimum and maximum dates as desired, and "current" to the actual calendar date.
8. Within the Work Order module, click to select the Maintenance menu. This is where all routine file maintenance will occur.
9. Enter the labor billing rates using Labor Billing Rates File Maintenance. Print the labor billing rates and check for accuracy.
10. Enter the standard phases using W/O Standard Phase File Maintenance. Print the standard phases and review for accuracy.
11. Enter the labor categories using Labor Category File Maintenance. Print the labor categories and review for accuracy.
12. Enter technicians and assign them to categories using Technician File Maintenance. Print the technicians and review for accuracy.
13. Enter the general ledger departments using G/L Department File Maintenance. Print the G/L departments and review for accuracy.
14. Enter the work order types using Work Order Type File Maintenance. Print the work order types and review for accuracy.
15. Enter the site addresses, if desired, using Work Site Address File Maintenance. Print the work order site addresses and review for accuracy.
16. Enter the standard work order messages, if applicable, using Work Order Message File Maintenance. Print the work order messages and review for accuracy.
17. Enter the material item codes using Material Item Code File Maintenance. Do not use this menu selection if the Inventory Control module or Price Update is used. Print the work order material items and review for accuracy.
18. Enter zip code zones and zone descriptions using Zip Code Zone File Maintenance.
19. Enter work order dispatch status codes using Dispatch Status File Maintenance. Set the status color codes for Open, Hold, and Finished work. Print the dispatch status codes and review for accuracy.
20. Enter other costs (as opposed to labor and materials) using Other Cost File Maintenance. Print the other costs and review for accuracy.
21. Enter work order tasks that will be billed on a flat-rate pricing basis, using Task File Maintenance. Print flat-rate tasks and review for accuracy.
22. Enter lead sources using Lead Source File Maintenance. Print lead sources and review for accuracy.
23. Select priority color coding that will be used on the Dispatch Board and in Work Order Entry using Priority Maintenance. Print the priorities and review for accuracy.
24. Select priority color coding that will be used on the Dispatch Board and in Work Order Entry using Technician Status Maintenance. Print the technician statuses and review for accuracy.