Revised: 06/08/2017
Go to Activities>>Work Order Entry
Enter or select the Work Order No...the work order year will default to what the work order number is associated with.
The work order will be displayed. Please verify that this is the correct Work Order and that it is assigned to the correct tenant.
Note: The Date Completed must be greater than the current date or less than the Date Requested.
Leave the Bill Date blank
Note: The Requested By field must not be blank.
If this is a billable work order, please refer to How to Complete a Billable Work Order
Check all applicable Boxes...For Example, if the GFI is checked on the Work Order, check that box
Review, edit or enter Service Code information for the work done. Lines must drop down into the grid in order to be saved.
Select the Employee # and Tab
Select the Service Code if tracking service codes by employee or leave blank
Tab to the Date and enter or select the date the work was performed
Enter the Start and End Time - make sure you have entered the appropriate A or P for Am or Pm
The system will assign the number of hours worked or you may enter/edit the hourly information
Tab until the entry is in the grid at the bottom
If inventory was not used, this are may be left blank
The correct Item Name should appear and the Warehouse should automatically fill in
Enter the Quantity used...the cost should default to what is in the inventory file.
Enter or select the Service Code or leave blank
Tab until the entry is in the grid area
Enter items that were purchased specifically for the job, if any. Leave blank if not applicable.
Enter Item Number and Tab
Enter Description
Enter Quantity
Enter Cost
Tab until the line is in the grid
Enter any Serial Numbers, Lease Violations, or Housekeeping Comments here
Enter any notes associated with the work that was completed
If the work order was created from Inspections, the inspection report will kept here to be viewed or printed
Click Add to add a document from a folder
Click Scan New to scan in a document if applicable and scanner ability is available.
Attachments can be edited, deleted or opened from the attachment tab
Go to Reports>>Print Completed Work Order Report to view the work order and the corresponding information from each tab on the work order entry
Once all information is verified, go to Complete>>Close Work Order
The system will perform an error check to assure that valid general ledger numbers will be interfaced
If an error is detected, a message will be generated that will describe the error
You should contact your Inventory or Fiscal Manager to review and correct the item, depending on the error. If you need additional assistance, feel free to call your Horizon Support Representative.