Defining work order criteria for contract templates

Specify which work orders to include on the invoice. Work order selection criteria includes department, work order class, and work order type.

To define work order criteria for contract templates:

  1. Open the Contract Templates form.
  2. Select the contract template for which to define work order criteria, and then click the WO Criteria tab.
  3. Click Add WO Criteria.
  4. Department—Enter the department of the work orders to include on the invoice. The system automatically populates the department description in the adjacent field.
  5. WO Class—Enter the class of the work orders to include on the invoice. The system automatically populates WO Class Org. and the work order class description in the adjacent field.
  6. WO Type—Enter the type of the work orders to include on the invoice. Select to include Breakdown, Preventive Maintenance, Default work order type, Calibration, Direct Issue, Repairable Spare, Standard WO, or Scheduled work order types on the invoice.
  7. Grouping—Enter a unique name to identify the grouping of selected work order types. The system references the group on the invoice for easy identification.
    Note: The system allows more than one grouping for the same work order type. If more than one grouping is found for the same work order type, the system selects the first grouping for reference on the invoice.
  8. Click Submit.