Automatic Work Order Adjustments

Topics in this section are:

Overview

Changes to one of these field values on a work order trigger the Automatic Work Order Adjustments system: Customer Number, Tax 1 (parts or labor), Tax 2 (parts or labor), Discount (parts or labor), Pricing Customer Number, Rate/Hour, Type, and Status.

The system suggests adjustments for the work order based on the field value that was adjusted. See the table below.

Note:  Miscellaneous parts (Vendor = GL) are not automatically re-priced.
The system does not suggest an adjustment if it can easily determine that the change you have made does not apply. For example, if you change a labor tax code and no labor has been charged to the work order.

Field Adjustment
Customer Number

The system suggests that all transactions are re-priced according to the pricing attached to the new customer number.

Even if the system does not have any detailed transactions to adjust, the system may still suggest a change in customer number. This is done to ensure that the historical transactions are pointing to the new customer number.
Tax 1 (Parts) The system sets all parts on the work order that are not currently using the new Tax 1 code to the new code specified.
Tax 2 (Parts) The system sets all parts on the work order that are not currently using the new Tax 2 code to the new code specified.
Tax 1 (Labor) The system sets all labor entries on the work order that are not currently using the new Tax 1 code to the new code specified.
Tax 2 (Labor) The system sets all labor entries on the work order that are not currently using the new Tax 2 code to the new code specified.
Discount (Parts) The system sets all parts on the work order that are not currently using the new Discount code to the new code specified.
Discount (Labor) The system sets all labor entries on the work order that are not currently using the new Discount code to the new code specified.
Pricing Customer The system suggests that transactions for the work order segment you are editing are re-priced according to the pricing attached to the new Pricing Customer number.
Pricing Level The system suggests that the pricing level that is set at the Customer Profile level is re-priced according to the new Pricing Level number.
Rate/Hour The system suggests that labor on the segment you are editing is re-priced according to the new Rate/Hour code selected.
Type The system suggests that labor on all segments you are editing is re-priced according to the new Type code selected.
Status If the status on a segment is changed to either Customer, Warranty, or Internal all transactions on the corresponding segment are re-priced according to the new status selected.

How it Works

If you apply an adjustment to one of these fields on a work order: Customer Number, Tax 1 (parts or labor), Tax 2 (parts or labor), Discount (parts or labor), Pricing Customer Number, Pricing Level, Rate/Hours, Type, and Status, the Work Order Adjustment screen appears indicating that the adjustment applied to the work order can affect the parts or labor already posted to the work order.

Note:  Even if this screen appears, it does not guarantee that an adjustment is found. You must select the Preview button to see if the system can find any recommended adjustments.


The Work Order Adjustment screen cautions the user that changes may affect the transactions on the work order and may require further adjustments to be made.

Click the Preview button to open the Work Order Adjustment - Mass Change preview screen to view the suggested adjustments the system has identified.

Click the Close button to discard or cancel all system suggested adjustments.


The Work Order Adjustment - Mass Change preview screen displays changes by Requisition Number and lists out the Field, Old Value, and New Value.

Note:  Depending on whether or not the system finds any transactions that require adjusting, it is possible that this screen may appear blank.

On the Work Order Adjustment - Mass Change preview screen, select the Post button to apply system suggested adjustments to the work order or select the Cancel button to discard the adjustments.

To remove or edit a suggested adjustment, click a Requisition Number and the Work Order Adjustment - Mass Change edit screen appears.


To remove a system suggested adjustment, click the Remove button. The suggested adjustment is removed from the list of adjustments.


To edit a system suggested adjustment, identify the field you wish to adjust and apply the appropriate adjustment and click the Save button. The adjustment appears on the Work Order Adjustment - Mass Change preview screen.


Special Considerations

If suggested adjustments to fields on the Customer - Work Order Header tab (e.g. Taxes and Discount fields) are discarded (not applied), these adjustments are included on the Work Order Adjustment - Mass Change preview screen when applying future adjustments to the Customer - Work Order Header tab. These adjustments are not listed when applying suggested adjustments to fields on the Segments tab (Pricing Customer, Pricing Level, Rate/Hour, Type, or Status fields).

Note:  If the Pricing Level is changed on the Customer Profile it could trigger a suggested adjustment on the work order.

Conversely, any changes made to the Segments tab do not pick up previously discarded changes on the Customer - Work Order Header tab.

Example

On the Customer - Work Order Header tab, change the Tax 1 code field value.


Click the Save button triggering the Automatic Work Order Adjustment system.

On the Work Order Adjustments screen, discard the system suggested adjustments by clicking the Close button.


On the Customer - Work Order Header tab, change the Tax 2 code field value.


Click the Save button triggering the Automatic Work Order Adjustment system.

On the Work Order Adjustments screen, click the Preview button.


The Work Order Adjustment - Mass Changes preview shows both the discarded Tax 1 code changes and the current Tax 2 code changes.


However, if you make an adjustment to a field on the Segments tab.


Any previously discarded adjustments on the Customer - Work Order Header tab are not listed.


Revision: 2026.01