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… The following article details the setup to define and limit what charge codes are added to different types of work orders.

Setup: Line of Business

Pathway: Set Up > Services > Line Of Business > (Select Work Type) > (Enable Work Type Default Charge Codes)

Enable Work Type Default Charge Codes in Update Line Of Business to 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 Line of Business

For each Line of Business default charge codes apply, the ‘Enable Work Type Default Charge Codes’ must be set to ‘Yes’. To update, double click on the line of business and the Update Line of Business editor will display.

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Setup: 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.

To Add or Remove any Charge Codes from a Work Type

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Double click on Work Type that you have enabled Charge Codes to open Update Work Type.

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Work Type Setup controls which default charge codes are automatically applied for a designated work type. Use the LOB filter at the top of the screen to limit what displays. Double click on the work type to open the Update Work Type editor.

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Add or Remove Default Charge Codes:

1. Double click on the Work Type to open the Update Work Type editor.

2. Select the Add/Remove Default Charge Code tab.

   • Click

   the

   • '+

   to add a Charge Code and - to remove a Charge Code.

3. Click Save to apply changes.

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1. • ' to include service charge code to the work order type when created by the system.

   • Click '-' to remove or exclude a service charge code from the work order type when created by the system.

2. Click Save when finished. Repeat this process for each work type that should include default charge codes.

Setup: 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 Codeand add or remove charge codes in the 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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1. Double click on the Charge Code you would like to update to open the Update Charge Code editor.

2. Select the Work Types tab.

   1. Click '+' to include service charge code on that work order type when created by the system

   2. Click '-' to remove or exclude a service charge code on that work order type when created by the system