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Add cost information to a work order (v6)

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Fiix Documentation Team

  • Updated

Before you begin

You must first configure the accounts and charge departments you want to use. To learn more, see Edit lookup tables.

Version: v6 (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:

  1. 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).
  2. Click the Costs tab.
  3. Click Cost Tracking to expand the section:
    Cost Tracking
  4. To add an account to the work order:
    1. Click the Add button in the Account field.
    2. Click an account in the list.
    3. Click Save.
  5. To add a charge department to the work order:
    a. Click the Add button in the Charge Department field.
    b. Click a charge department in the list.
    c. Click Save.
  6. When you're done adding cost information, click Save in the work order.

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