WO> Maintenance> Category Maintenance
Create a Category in WO
Summary
Categories are attached to work order estimates and recurring work orders in order to define what type of transaction will be created for the asset that is attached to the work order. It is not required to attach a category to a work order.
- New Construction type categories will create a new Fixed Asset module asset when the work order status is changed to “Complete”. Click here for information on creating a Fixed Asset from a Work Order.
- Improvement type categories will create a Fixed Asset module Original Cost adjustment when the work order status is changed to “Complete”. Click here for information on creating an FA Original Cost Adjustment from a Work Order.
- Maintenance type categories are used to maintain equipment and assets that are created from the Work Order module. Click here for information on Work Order Equipment Maintenance.
- New Inventory type categories are used to create new Inventory Control module inventory items when the work order status is changed to "Complete" and the work order is processed through a Create Inventory Items batch. Click here for information on creating an Inventory Item from a Work Order.
- Other type categories will vary from user to user and are used for information tracking purposes.
When you attach a category to a new work order or estimate, you will be given the option to populate the work order or estimate with the category details.
Categories also allow you to group assets together. This guarantees work orders that are part of the same category will be attached to the same general ledger accounts. Follow this process to create a work order category.
This process will also provide instruction on how to change the category type and attach general ledger accounts to a category type.
Related Links
Click here for information on creating a Fixed Asset from a Work Order.
Click here for information on creating an FA Original Cost Adjustment from a Work Order.
Click here for information on Work Order Equipment Maintenance.
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