Installation Overview

Before you set up installation options, ensure that the checkbox for the Work Order module has been selected on the System Administration > Installation > Company > Modules tab. Be sure to save any changes made on this tab.

Note: The system administrator should have completed this step already.

To set up Work Order, select System Administration > Installation > Work Order. The screen has six tabs that allow you to set defaults for different work order options, including numbering, price type, A/R invoice requirements, labor posting, material billing, dispatch status, and user-defined fields.

Work Order Installation - Properties

Work Order Installation - Printing

Work Order Installation - Dispatch

Work Order Data Conversion