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Work Orders

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Transaction Approval Workflow - Add rule option for Work Orders

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Norman Wendl about 1 month ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

Work Order - Track Previously Imported Committed or Cost To Date Transactions

When committed or cost to date transactions are imported into a Work Order, the system does not check if the transaction already exists. As a result, expenses are doubled up.
Norman Wendl about 1 month ago in Work Orders 0 Future consideration

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl about 1 month ago in Work Orders 0 Future consideration

Work Order - New Status Options

New Options in red. Revised WO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Note: Approved and Closed is not needed because there is a separate checkbox for the latter.
Norman Wendl about 1 month ago in Work Orders 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 3 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents 7 months ago in CO / CPR / Work Orders 0 Future consideration

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood 4 months ago in Prime Invoices / Work Orders 1 Future consideration