Customer Category List

Authorized users can use the Customer Category List page to view work order customer category codes. A customer category code defines the different labor rates by the city to where those rates are assigned. If your municipality charges external customers different rates than internal customers, use a Customer Category code to mark up that cost.

To access the Customer Category List page, go to Maintenance > Financial Management > Work Orders > Customer Category. For instructions on how to create customer category codes or edit existing customer category codes in the list, go to Add or Edit a Customer Category Code.

For more information on working with customer category codes on the Customer Category Code List page, expand one of the categories below:

The ability to delete is based on user authority and may not be available.

  1. Click the Delete trash can icon ( ) next to the code in the list you want to delete. A confirmation window displays.
  2. Click OK to confirm and delete the customer category code.
  1. Click Print. The Customer Category Listing pop-up window displays.
  2. Select the information you want to include on the report.
  3. Click OK to generate the Customer Category Listing report that displays a list of all job codes.
If needed, click Refresh to repopulate and update the list to include any changes other authorized users may have made.
See Also

Job Codes List

Work Orders Setup 

Laborers

Equipment

Request for Action Types