Work orders

Security
Built-in filters

A work order reflects what needs to be accomplished to satisfy a single contract line. The main purposes of a work order are to (1) schedule and deliver products/services for a contract, and (2) indicate how much actual product/service has been provided.

Instead of the typical document with multiple lines, an ActivityHD work order represents a single line only. This means you have more flexibility in how you manage work orders for contracts. For instance, while you may want to group all work orders for a single contract and print them as one document, you can also group and print work orders by type, or by all work orders which need to be done on a particular day, or you can print each work order as a separate document.

In ActivityHD, most work orders are created by processing one or more contracts. Processing creates one work order per contract line. You can also create new work orders which pertain to a particular contract. Use the "new" method only to add "other charges" to a contract when you do not want to alter the original contract with new lines.

Extras\Contracts Processing\Import CP Work Orders.xls

Work orders security

Common accesses available on work orders

Access A user with this access can...
Change Use the mass change action on work orders.
Change Logs  
Custom Fields Create and edit custom fields for work orders.
Data Have read-only access to work orders from anywhere in the software (e.g., field validations, filters, date expressions).
Delete Delete work orders.
Edit Edit work order records.
Export Export work order records from Activity.
Import Import work order records into Activity.
New Create new work order records.
Read Have read-only access to work order records.
Report Run reports with work order information.
Report Designs Create and edit report designs with work order information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers Create and edit saved answers related to work orders.
Shared Filters Create and edit shared filters on work orders.
Visible View the Work Orders folder in the Navigation pane.

Work order filters

The following built-in filters are available for work orders:

Filter Name Effect
? Contract Number Prompts for a contract number and lists the work orders with the specified contract number.
? Contract Type Prompts for a contract type and lists the work orders with the specified contract type.
? Customer Code Prompts for a customer code and lists the work orders with the specified customer code.
? Due Date Range Prompts for a range of work order due dates and lists the work orders with a due date in that date range inclusive. Blank Begin Date and/or End Date are allowed.
? Product Prompts for a product code and lists the work orders with the specified product code.
? Work Order Type Prompts for a work order type and lists the work orders with the specified work order type.
Undelivered Work Orders Lists the work orders which are not flagged as "Delivered".
Unsettled Work Orders Lists the work orders which have not been settled.