Work Type Default Charge Codes

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 Business you 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 Screen.

– To enable Work Type Default Charge navigate to this area, and enable this…

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

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.