Select from the following to help configure the orders functionality:
Roles and permissions
The permissions applicable to the orders functionality are described in the following table:
|
Permission… |
Allows users to... |
|---|---|
|
Order |
View, create and update work orders. |
|
OrderAuthorise |
Authorise any order. |
|
OrderAuthoriseOwnOrders |
Authorise their own orders raised. |
|
OrderCreate |
Create orders. |
|
OrderReferenceData |
View, create and update Order reference data. |
|
OrderReject |
Reject any order. |
|
OrderReport |
View and export the Contractors Order report. |
|
OrderUnauthorise |
Unauthorise orders. |
|
RecordedInvoice |
Record an invoice against orders. |
Refer to Managing Roles for further information.
System settings
The following settings should be considered for the jobs functionality:
-
System Options (accessed by navigating to Tools > System Options and then clicking the System Options button)
-
Order Unique Number (under Auto Numbering)
-
Allow Contractor and Contract Override on Jobs and Orders (under Jobs)
-
-
Financial Options (accessed by navigating to Tools > System Options and then clicking the Financial Options button)
-
All items on the Order tab
-
All order-related items on the General tab
-
Reference data
The following reference data is applicable to the orders functionality:
-
All items in Order reference data
-
All items in Schedule of Rates reference data
-
Cost Centre in Core reference data
-
Chart Of Accounts in Finance reference data
-
Cost Code Format in Finance reference data