Work Orders Tab

The Work Orders tab allows authorized users to define the defaults for the applications that interface to the Work Order module. Additionally, for organizations with a Miscellaneous Billing license, this page is used to define work order-based billings that will create invoices processed by the Miscellaneous Billing module.

To access the Work Orders tab in Company FM Settings, go to Maintenance > Financial Management > Company FM Settings.

  1. In Interface to Payroll, select an option that determines whether the Work Order module interfaces with the Payroll application. If you select the Can Use or Must Use option, this allows users to select employee information from your municipality's Payroll database, which is used when entering laborers into the system. The system pulls the employee name and hourly rate.
  • No or Not Licensed — Your municipality does not have a license for the New World ERP Payroll module, so users must type the name of all employees.
  • Can Use New World ERP Payroll — Allows users to either select an employee that is in the New World ERP Payroll database when entering a laborer or they can type the name of a different employee.
  • Must Use New World ERP Payroll — Users must select an employee from the Payroll database and cannot type in a different name.
  1. In Interface to Asset Management, select an option that determines whether the Work Order module interfaces with the Asset Management application. The available options are: No or Not Licensed, Can Use New World ERP Asset Management, and Must Use New World ERP Asset Management.
  • No or Not Licensed — Your municipality does not have a license for the New World ERP Asset Management module, so users must type the name of all equipment.
  • Can Use New World ERP Asset Management — Allows users to either select an asset that is in the New World ERP Asset Management database when entering equipment or they can type the name of a different asset.
  • Must Use New World ERP Asset Management — Users must select the equipment from the Asset Management database and cannot type in a different name.
  1. In Interface to Items, select an option that determines whether the Work Order module interfaces with the Items module. The available options are: No and Use New World ERP Items.
  2. In Labor Hour Type, select the default option for the labor hour type that appears on the work order entry screen. Users are still able to change the labor hour type if needed.
  3. In Work Date, select the default option for the work date that appears on the work order entry screen. Users are still able to change the work date if needed.
  4. In Validation and Approval Sequence, select the method to be used when validating and approving work orders. The default is Require Approvals for Validation.
  • Require Approvals for Validation–If selected, the work order must be fully approved before it can be validated.
  • Require Validation for Approvals–If selected, the work order must be validated before any approvals can occur.
  • Require No Dependencies–If selected, new work orders can be validated and approved in any sequence.

The Asset Management Interface Defaults section is displayed only if your organization is licensed to Asset Management.

  1. In the Use Assets as Equipment drop-down, the selections are No or Not Licensed, Can Use New World ERP Asset Management, or Must Use New World ERP Asset Management.
  2. Select the Provide Service to Assets check box to make assets recorded in Asset Management available when creating service requests and work orders. An error message will be displayed if the check box is cleared after service requests and work orders have been associated to one or more assets.
  3. Use the Inventory Items/Kits as Materials drop-down control to indicate whether or not you want to allow integration between the Work Orders and Inventory modules, and, if so, whether using inventory items is optional or mandatory.
  • No or Not Licensed – Select this option if you are not licensed to the Inventory Control module or you do not want to integrate the Work Orders and Inventory modules.
  • Can Use New World ERP Inventory Control – Select this option if you would like to integrate the Work Orders and Inventory modules, thereby allowing users to utilize materials, inventory items, and inventory kits in their work orders..
  • Must Use New World ERP Inventory – Select this option to force users to get their materials via the Inventory module. This item cannot be selected if there are any open work orders or task types that are tied to work order materials.
  1. Select the Bill Through Miscellaneous Billing check box if the Work Order module should interface with the Miscellaneous Billing module. This check box is only visible if you have a license to the Miscellaneous Billing module. If not selected, go to step 22.
  1. In Invoice Type, select a miscellaneous billing invoice type. This field is required. When selected, the billing code drop-down lists are enabled.
  2. In Unit of Measure, select the unit of measure to be used for invoice items. It is used as a default on the Quick Invoice, Temporary Vendor Invoice, Invoice, Invoice Template pages in Invoice Processing. This field is required.
  3. In Labor Billing Code, select a labor billing code to use on the miscellaneous billing invoice for labor costs.
  4. In Labor Markup Billing Code, select a labor markup billing code to use on the miscellaneous billing invoice for labor markup costs.
  5. In Material Billing Code, select a material billing code to use on the miscellaneous billing invoice for material costs.
  6. In Material Markup Billing Code, select a material markup billing code to use on the miscellaneous billing invoice for material mark up costs.
  7. In Equipment Billing Code, select an equipment billing code to use on the miscellaneous billing invoice for equipment costs.
  8. In Equipment Markup Billing Code, select an equipment markup billing code to use on the miscellaneous billing invoice for equipment mark up costs.
  9. In Direct Cost Billing Code, select a direct cost billing code to use on the miscellaneous billing invoice for direct costs costs.
  10. In Direct Cost Markup Billing Code, select a direct cost markup billing code to use on the miscellaneous billing invoice for direct cost mark up costs.
  11. In Overhead Billing Code, select an overhead billing code to use on the miscellaneous billing invoice for overhead costs.
  12. In Overhead Markup Billing Code, select an overhead markup billing code to use on the miscellaneous billing invoice for overhead mark up costs.
  13. In Apply Administration Fee, select whether or not, and to whom, administrative fees will be charged to when miscellaneous billing invoices are created by this process. If administration fees are levied, you must also specify the administrative fee percentage and billing code to use.
  14. In Administration Fee Percentage, type the administrative fee percentage to apply to all inventory costs for the miscellaneous billing invoices created by this process.
  15. In Administration Fee Billing Code, select the billing code to use for the administration fee charges.
  1. After you select all of the appropriate options, click Save to store these settings. 

Click Reset at any time to return to the previous state the page was in when the page was last saved.

To print the system settings, click Print. On the Company FM Settings Listing dialog box, click OK to submit the listing to myReports.

See also: 

Work Orders Setup

Work Orders Overview

Company FM Settings