Revised: 11/15/2013
Go to Settings>>Work Order Settings
This program is used to track information and control how the program works. Some of the information in this program should not be changed without specific instructions or information from Horizon personnel.
At the beginning of a new calendar year or when users are ready to begin entering work orders for a new year, the four digit year should be updated in this file.
The four digit calendar year becomes the first four digits in the work order number.
For Example:
Enter 2013
During the initial installation of the Work Order module, a beginning number will be entered into this field. From then on, the system will update the last work order number used.
The number may be carried over from year to year or it may be reset when the calendar year is updated.
During the initial installation of the Work Order module, a beginning number will be entered into this field. From then on, the system will update the last Recurring Work Order Object number used/assigned to a Recurring Work Order template.
A work order format will be entered in this field during the implementation process. This number should not be changed unless instructed by Horizon Personnel. Some formats will change the way the module works or has available.
This section contains defaults for work orders. The defaults set in the settings file may be changed for an individual work order during Work Order Entry.
Enter a warehouse code to serve as the default.
Select or edit to one of the following work order types to serve as the default:
Site
Tenant (only when used with housing modules)
Fixed Asset
Utility Billing Customer (only when used with Utility Billing)
Enter or edit a default category code for work orders.
Enter or edit a default mileage rate amount.
Check this default field if "Permission to Enter" should be automatically checked when a new work order is created and shown on the Work Order Form.
Default Requested by
Check the Default Requested by box to have the Work Order Entry program default the Requested By information to the person who is logged in when the work order is entered.
Enter the default labor costs for the following.
Enter or edit the default labor rate for the mechanic.
Enter or edit the default labor rate for the technician.
Enter or edit the default labor rate for the custodian.
Parameter information is setup during installation and training on the work order module. If you have questions regarding the setup of any of the parameters, please call the Horizon Help desk for assistance.
Select or edit to one of the following billing modes:
Service Code Billing Mode
Labor/Materials Billing Mode
Combined Billing - will bill by Service Code, Labor and Materials
Labor/Materials Billing Mode (List Price)
Combined Billing (List Price)
Combined Detail Billing
Note:
Labor/Materials Billing Mode (List Price) and Combined Billing (List Price) will use the Inventory Item Master>>List Price information to bill tenant's from Work Order Entry.
Inventory Item Master>>Last Cost information will be used for the Work Order information.
During the installation, setup and training on this module, information for a generic device may have been entered in this field by Horizon Personnel.
If you are unsure of what to enter into this field, please contact the help desk at Horizon (814) 535-7810.
During the installation, setup and training on this module, one of the accounting segment descriptions will be selected for this option. If a change is needed, another segment of the accounting structure may be selected for the community.
Select or edit the following options to control sales interfacing:
No Interface
Batch Interface
On-Line Sales Interface
Select one of the following modes:
Standard Inventory
Inventory with Qty Checking
No Inventory
Enter a sales end date, if applicable, in a mmddyy or mmddyyyy format.
A check mark in this field will include the Start and End times fields on the Labor Tab in Work Order Entry.
A check mark in this field indicates that general ledger accounting information generated from work orders is to interface to tenant accounting.
A check mark in this field indicates that comments entered for the work order should be printed.
A check mark in this field indicates that work order costing should be used.
Enter a checkmark to have the program....
When checked the "Lease Violation" question/field will be eliminated from the Work Order.
When checked the "Housekeeping" question/field will be eliminated from the Work Order.
When checked the "GFI Checked" question/field regarding the ground fault interface will be removed from the Work Order.
When checked the "Smoke Detector Checked" question/field will be removed from the Work Order.
When checked the program will not allow a work order to be created for a Tenant with a status of "Move Out".
Select one of the billing codes from the drop down menu to be used as the standard billing code.
Select one of the billing codes from the drop down menu to use as the default billing code.
When the Print Charge Register box is checked, a charge register will print after a work order is billed.
Enter the Housing Authority or Company name, address, phone and fax information on lines 1 through 6. This information is used in the merge template to create shared letterhead information or headers on letters or forms created in the Work Order module to print out with merged work order information.
Lines that are not needed for information may be left blank.
Enter comments to print on the work orders. The Work Order format must support this function.