Purpose…? Work Type Default Charge Code setup allows limiting which service charge codes are included on a work order based on the work type of that order…
Pathway: Set Up > Services > Line Of Business > (Select Work Type) > (Enable Work Type Default Charge Codes)
To add Charge Codes to apply to a Line of Businessyou must first Enable Work Type Default Charge Codes in the Update Line Of Business tool. Then go in and select which Charge Codes to apply or remove from either the Update Work Type tool or the Charge Code Set Up Screento include and limit what service charge codes show on a work order. Once enabled you can select which to include in each work type using the tools below.
– To enable Work Type Default Charge navigate to this area, and enable this…
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Update Work Type
Pathway: Set Up > Operations > Work Type Set Up > Update Work Type
Using the Update Work Type tool in the Work Type Set Up screen, specify by Line Of Business and Service Type and Add or Remove any wanted or unwanted Charge codes to automatically apply. Is this also where the work types are created?
No noeed to highlight inventory move type, or roll off.
recommend to outline steps to define the charge codes that are to be included on work order with work type = ‘RO Delivery’
edit - click into tab - + to add setup, - to remove setup
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To Add or Remove any Charge Codes from a Work Type
Double click on Work Type that you have enabled Charge Codes to open Update Work Type.
Click on Add/Remove Default Charge Code tab.
Click the + to add a Charge Code and - to remove a Charge Code.
Click Save to apply changes.
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Create Charge Code or Update Charge Code
Pathway: Set Up > Services > Charge Code > Update Charge Code > (Work Type tab)
Use the Charge Code Set Up screen to create a new Charge Code and add or remove Work Types or update an existing Charge Code.
Edit Charge Code - Click into tab - to manage worktypes charge code is expected to be included on when work order is created.
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To view charge codes that have been applied, click on the service to expand and show Charge Codes that are applied. |
