Work Order Management overview

Work Order Management and the work order dimension allow you to manage your service-related work orders in a dedicated application built to handle a high volume of shorter-duration jobs.

Key features

Separate service jobs from complex construction projects

• Track small-scale service jobs on their own within Sage Intacct, without burdening your Projects application.

Enhance efficiency

• Reference specific work orders on transactions within Sage Intacct and post all the way to General Ledger like any standard dimension.

Easily sync

• Synchronize work order information with your integrated field operations solution for streamlined work tracking and timely repair.

Customize service-related attributes

• Set up work order types, problem codes, call types, and work order states specific to your business.

Generate reports

• Users with the appropriate permissions can create and run reports within the Work Order Management application.

Configuration

To enable Work Order Management and the work order dimension, complete the following steps:

1. Your system administrator must subscribe to and configure the Work Order Management application.

   If you subscribe to Construction, the Work Order Management subscription is available by default. To enable Work Order Management without a Construction subscription, contact your Sage Intacct account manager.

2. Enable the work order dimension in General Ledger.

3. Enable the work order dimension in each application where you want to track work order transactions. For example, Projects, Accounts Payable, Accounts Receivable, or Time.

In addition, you can change the terminology used for work orders to match the terms appropriate for your business. For example, you might want to use the term service order instead of work order. See Customize terminology for details.

Regional availability

Work Order Management and the work order dimension are available in the following regions:

• Australia

• Canada

• United Kingdom

• United States