Work Order Installation - User-Defined

Use this tab to select default user-defined field settings for the Work Order module. These settings can be changed as needed at any time.

Field

Description

Site user-defined fields

Allow setup of company-specific fields?

 Select this checkbox to allow the setup of company-specific work site fields for companies other than the current company; otherwise, leave this checkbox clear. This checkbox will be cleared by default.

If you select this checkbox, users are permitted to set up and maintain user-defined fields associated with the current company. If this checkbox is left clear, users are not permitted to set up company-specific user-defined fields.

Allow setup of non-company-specific fields (company ALL)?

 Select this checkbox to allow the setup of non-company-specific work site fields for all companies; otherwise, leave this checkbox clear. This checkbox will be selected by default.

If you select this checkbox, users are permitted to set up and maintain user-defined fields associated with all companies. If this checkbox is left clear, users are not permitted to set up user-defined fields for all companies.

Show non-company-specific fields (company ALL)?

 Select this checkbox to display non-company-specific fields for all companies; otherwise, leave this checkbox clear. This checkbox will be selected by default.

If you do not select this checkbox, only the user-defined fields associated with the current company will display on the WO Site User-Defined Fields Maintenance and Update Labor Billing Rates screens.

Work order user-defined fields

Allow setup of company-specific fields?

 Select this checkbox to allow the setup of company-specific work order fields for companies other than the current company; otherwise, leave this checkbox clear. This checkbox will be cleared by default.

If you select this checkbox, users are permitted to set up and maintain user-defined fields associated with the current company. If this checkbox is left clear, users are not permitted to set up company-specific user-defined fields.

Allow setup of non-company-specific fields (company ALL)?

 Select this checkbox to allow the setup of non-company-specific work order fields for all companies; otherwise, leave this checkbox clear. This checkbox will be selected by default.

If you select this checkbox, users are permitted to set up and maintain user-defined fields associated with all companies. If this checkbox is left clear, users are not permitted to set up user-defined fields for all companies.

Show non-company-specific fields (company ALL)?

 Select this checkbox to display non-company-specific fields for all companies; otherwise, leave this checkbox clear. This checkbox will be selected by default.

If you do not select this checkbox, only the user-defined fields associated with the current company will display on the WO User-Defined Fields Maintenance and Update Labor Billing Rates screens.