SB Enterprise Help Center

WO Activity Type Maintenance

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Summary

Activity Types are user defined groups used to classify activities that are recorded on work orders. By associating a work order with specific activity types, you can limit the activities that can then be attached to a work order or estimate.

Default activity types can be specified on the WO Setup window and then automatically associated with newly created categories, work orders, and estimates.

Step by Step

 

1     Open the Activity Type Maintenance window (WO> Maintenance> Activity).

  • The Activity Type Maintenance window displays all of the activity types created in the application.
  • Highlight an activity type and click the Delete icon or press DELETE to delete the selected activity type.
    • An activity type that is associated with a work order cannot be deleted.
  • Click the Create icon or press the INSERT key to create a new activity type. This will create a new line item and clear the Maintenance fields to the right.

 

2     Create an Activity Type.

  • Enter a unique Code for the new activity type.
    • This required field can be up to 10 characters long. Once the activity type has been saved, the Code field cannot be edited.
  • Enter an optional Description for the activity type.
  • The remaining fields are user defined and maintained on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
  • Click the Save icon to save the new activity type.
  • Activity types can be specified as Default on the WO Setup window (WO> Utilities> Setup). Default activity types will be automatically associated with newly created work orders and estimates. 
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