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 > 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.

Setup: Work Type

Pathway: Set Up > Operations > Work Type Set Up > Update Work Type

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.

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 '+' 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.

3. 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 add or remove charge codes in the Work Types tab.

1. Double click on the Charge Code you would like to update.

2. Click on the Work Types tab.

3. Click on the + to add a Work Type or the - to remove a Work Type.