Work Order - Type
Use the Work Order - Type screen to search for and select a type code from the list to apply to the selected work order.
The Work Order - Type screen is accessed by clicking the Search 
icon next to the Type field throughout the Service system. The Search icon next to the type field appears only if valid type codes are loaded on the Types screen.
Topics in this section are:
Notes on Selecting a Type
When adding a Type to a Work Order Segment, the list populated to choose from is determined by the Make of the stock number attached to the Work Order and the Rate Code used. The tables that can be configured to determine the list of Types are Make/Type Correlation and Rates (Rate/Type Correlation).
Make/Type Correlation
This table associates an equipment Make to a work order Type. An entry in this table for a particular Make results in that equipment Make determining the selectable work order Types. If there's no record for a particular Make in this table, then equipment with that Make can be used on a work order with any valid work order Type.
Rates (Rate/Type Correlation)
The RATES table was initially designed to create rate codes to control labor rates but has been expanded to allow for the association of the Rate code to a work order Type. An entry in this table for a particular Rate code results in that Rate code determining the selectable work order Types. If a Rate code in this table has no associated work order Types, then any valid Type can be used on a work order with that Rate code. The Rate/Type correlation works in both directions, so if the Type is selected first, that Type determines the selectable Rate codes and if the Rate code is selected first, that Rate code determines the selectable Types.
Interaction Between the Tables
If these tables are configured with different types, the system tries to find matches between the lists and these are the Types listed in the Work Order segment area. If there are no matches, no Types are listed.
If one of the tables is not used at all (no types added to them), the system populates all types from the other table into the Type list.
If a Type is added to the segment before a Rate Code, the Rate Code selection adjusts based on the Type selected.
If a Rate Code is added to the segment before a Type, the Type selection adjusts based on the Rate Code selected.
There's also a location-level edit check for work order types in the CMBR3 table - VALIDATE W/O TYPE & REASON (Y/N). Setting this switch to 'Y' makes the Type field (and Reason field) mandatory on a work order.
Example
Types - 1A / 1B / 1C / 1D / 1E / 1F / 1G
Make/Type Correlation - Make JD links to Types 1A / 1B / 1C
Rate/Type Correlation - Rate code X links to Types 1B / 1C / 1D / 1E
The result is that on a work order with a JD make stock number where rate code X has been specified, only Types 1B and 1C are selectable.
Screen Description
Search field on the Work Order - Type screen is:
| Field | Description |
|---|---|
| Search |
To search for a type code, start by entering a type code or description. The system filters the results dynamically as you enter each character. Valid Type codes are set up on the Types screen. |
Click Close to close the Work Order - Type screen and return to the previous screen.
Data Source: PFWTAB
Revision: 2026.01