Specify Edit Rules

You use the Edit Rules dialog box in the Organizations (SP) application to specify which work order properties can be edited for a given work order status. The properties for which you can set edit rules are the following:

• GL Account

• Asset

• Location

• WP Labor

• WP Materials

• Edit WP Service

• WP Tools

• Safety tab.

The edit rules apply to all work orders for the selected organization.

To specify the edit rules for work orders:

1. In the Organizations (SP) application, select the organization for which you want to specify edit rules.

2. From the Select Action menu, select Work Order Options, then select Edit Rules. The Edit Rules dialog box opens.

3. The Work Order Edit Settings table window lists the work order statuses and the properties for which you can specify edit rules. Select or clear the appropriate check boxes in each row as needed.

A selected check box indicates that the property can be edited when the work order has the given status. For example, the default setting for APPR is that all properties are selected (all properties can be edited).

4. Click OK.

Other Work Order Options

Define a Work Type

Specify Organization Options

Specify Work Order Site Options