Special Employee Numbers for Work Orders

The employee number set up for payroll can also be used as the technician number for service. Special employee numbers should be added to the system to handle work orders that have been created but not yet assigned to a specific technician. The Work Order Assignment tab defaults to a technician of '*N/A' which represents 'unassigned'. Generic technicians such as CUST, INTER & WARR should have 'N/A' in the Category field on the employee profile to make them appear as unassigned.

A specific technician number may be set up to allow regular different types of work orders to be created without being assigned to an actual technician. Ensure that a value is entered in the Termination Date field for the technician and that no value is entered for the Work Order Rate Per Hour or Work Order Account fields on the Special Information tab, as this will prevent labor charges using the technician. The recommended settings on the Employee Profile tab are:

Technician Type	Employee Number	Name	Original Hire Date	Termination Date
Customer Work Order Technician	CUST	CUSTOMER WORK	TODAY'S DATE	TODAY'S DATE
Warranty Work Order Technician	WARR	WARRANTY WORK	TODAY'S DATE	TODAY'S DATE
Modification Work Order Technician	MODIF	MODIFICATION WORK	TODAY'S DATE	TODAY'S DATE
Internal Work Order Technician	INTER	INTERNAL WORK	TODAY'S DATE	TODAY'S DATE

Revision: 2024.11