Before you begin
You can configure the accounts and charge departments you want to use. To learn more, see Edit lookup tables.
Version: v5 (what does this mean?)
Plans: All plans
There are two types of cost information you can add to a work order:
- Accounts, which specify the budget associated with the maintenance costs on the work order.
- Charge departments, which specify the department in your organization associated with the maintenance costs on the work order.
To add cost information to a work order:
- If the work order you want to add cost information to isn't already open, click it in the work order list (in Maintenance > Work Orders).
- Click the Completion tab:
- To add an account to the work order:
- Click the arrow next to the Account field or or type into the field to search through your records:
- Select an account in the list.
Note
If you don't have any accounts in the CMMS yet, you can create one by clicking New at the bottom of the list.
- Click the arrow next to the Account field or or type into the field to search through your records:
- To add a charge department to the work order:
- Click the arrow next to the Charge Department field or type into the field to search through your records:
- Select a charge department in the list.
Note
If you don't have any accounts in the CMMS yet, you can create one by clicking New at the bottom of the list.
- Click the arrow next to the Charge Department field or type into the field to search through your records:
- Click Save in the top menu bar.