Creating Work Orders

A work order specifies the delivery of a non-recurring service (billable item). A work order lets you estimate and review costs before you create billable entries. Work orders can be converted from a sales order, but a sales order is not required. The four types of billable items you can include on a work order are labor, parts, expenses or general.

Billing Without a Work Order

Users can create billable entries directly to a customer record at any time, for labor, parts and expenses, without specifying a work order.

Order Type

A new work order or sales order requires you to specify whether the order is a basic order or a detailed order. You cannot change this setting after the order is saved the first time.

• Basic - A basic work order or sales order does not initially specify whether a billable item represents labor, a part or an expense. Instead it calls each billable item a general item. It's only when you report actuals to create the billable entry for the general item in the work order that you classify the general item as labor, a part, or an expense.
• Detailed - A detailed order specifies each type of billable item as soon as you create them: labor, part, or expense. Since the item is already classified, you only have to report actuals to create the billable entry.

For more information see:

• Configuration Tables for Labor Items
• Configuration Tables for Parts
• Configuration Tables for Expenses Items
• Configuration Tables for General Items
• Creating Billable Items using Detailed Work Orders
• Creating Billable Items using Basic Work Orders