Defining work order criteria

Define criteria to identify the work orders for which to charge for pricing schedules. The system uses the specified work order criteria for a pricing schedule to select the work orders for which to charge a customer when calculating work order costs.

After the system selects all of the existing work orders matching the work order criteria for a pricing schedule, it then calculates and compiles all the costs for the work orders, which will be used later during the assembly of charges for customer invoices.

See these topics:

To define work order criteria for pricing schedules:

Select Work > Asset Management Services > AMS-Pricing Schedules.
Select the pricing schedule for which to define work order criteria parameters and then click the WO Criteria tab.

Note: When you create pricing schedules, the system automatically creates a WO Criteria record for the Department, WO Type, and Equipment Class using an asterisk (*) to represent all departments, work order types, and equipment classes.

See Creating Pricing Schedules.
Click Add WO Criteria.
Specify the Department, WO Type, and Equipment Class for the work being performed.
Click Submit.