Defining work order criteria

Define criteria to identify the work orders for which to charge for pricing schedules. The system uses the specified work order criteria for a pricing schedule to select the work orders for which to charge a customer when calculating work order costs. See Understanding the Calculation of Customer Charges.

After the system selects all of the existing work orders matching the work order criteria for a pricing schedule, it then calculates and compiles all the costs for the work orders, which will be used later during the assembly of charges for customer invoices. See Understanding Customer Invoice Generation.

To define work order criteria for pricing schedules:

  1. Open the AMS-Pricing Schedules form.
  2. Select the pricing schedule for which to define work order criteria parameters and then click the WO Criteria tab.
    Note: When you create pricing schedules, the system automatically creates a WO Criteria record for the Department, WO Type, and Equipment Class using an asterisk (*) to represent all departments, work order types, and equipment classes. See Creating Pricing Schedules.
  3. Click Add WO Criteria.
  4. Department —Enter the department performing the work.
  5. WO Type—Enter the work order type.
  6. Equipment Class—Enter the equipment class on which the work will be performed.
  7. Click Submit.