Registry Work Order Options (sys-viewer-vwrkordr)

Purpose:

The options in this registry entry can be implemented to configure a variety work order related functionality.

Testing Your Registry Entries
The system does not verify the validity of registry entries. Be sure to test your registry entries after completing them to verify that they are functioning correctly.

Setting Values are Uppercase-Lowercase Sensitive:
The Setting Value is case-sensitive: be sure that you enter the value exactly as specified in the documentation. If the documentation specifies a value of true, do NOT enter True or TRUE.

Related Registry Entries:

For Quote users: Launch Report Quote Recap WO after the Approval Wizard Runs.

Allow the Service Billing Worksheet to be run before the WO is set to Invoice Ready: Registry Start Compute Service Worksheets (sys-start-ssrvcebllngwrksht) .

Turn off service recommendations when completing a WO and set PO not equal to WO number: Global Settings: Service_Recommendations

Update WO Escalation Status when Escalation Profiles are not used

Registry Entry Labor Journal Certified PR Warning

See Registry Inventory Adjustments Journal (sys-viewer-vinvntryadjstmnt) for a registry to set the Quantity Billable from the To Return field in the Return to Inventory Wizard.

Set Tax Type on Revenue Adjustment Management Fee is a recommend global setting that impacts the Quote and Work Order.

Warn or Error if Date Scheduled Set to Past Date (WO, New Call, Dispatch, TechFinder)

Registry to Enable Old Markup Methodology

This Registry may be used to specify which lines from the Site WO Other Tab should be added based is the Work Order's Service Category.

Important Fields

Id:

sys-viewer-vwrkordr-branchid-userid

sys-viewer-vwrkordr--userid (if Branches are not implemented on your system)

sys-viewer-vwrkordr-branchid (for all Branch users, unless overridden by first format)

sys-viewer-vwrkordr-securityid

sys-viewer-vwrkordr-usergroupid

sys-viewer-vwrkordr

The first format enables you to specify defaults by a branch user; the branch must be specified if a user belongs to a branch.

If branches are not implemented, two dashes (not separated by a space) must precede the user id (as shown in the second option).

The third format enables you to specify defaults by branch id.

The fourth format enables you to specify defaults by security id.

The fifth format pertains to the User Group Id in the User’s parent record (in the upper portion of the User record). You might want to implement this functionality to restrict the access of certain user groups to specific fields the work order, or to not display specific viewer tabs.

The last format would apply to all users unless another registry entry was created for their security or branch/user id.

Turn On Gross Margin Tab based on Job History / Projections

By default, the Work Order's Gross Margin tab is based on information loaded into the Work Order record itself. When the following registry is enabled, a different Gross Margin tab will appear. This version of the Gross Margin tab is especially useful if Revenue Adjustments are entered to ensure that the Work Order NTE is not exceeded.

This tab displays information based on Job History; Revenue Adjustment projections will be also be displayed if actual values are not found in Job History. ONLY values for the Job referenced on the Work Order's Main tab will appear. See Gross Margin From Job History / Projections for details on the display.

Registry Id: sys-viewer-vwrkordr

Setting Key: GrossMarginFromJobHistory   Setting Value: true   (default false)

The following existing registry option must also be implemented to ensure that management fee lines are correctly written to Job History.

Registry Id: sys-ffv-global-settings

Setting Key: SetTaxTypeManagementFees    Setting Value: true

Do Not Update Work Order NTE Amounts when Quote Approval Wizard Runs

In version 9.0.572.037, the Quote Manager's and Quote Master's Approval Wizards were revised to set the Work Order's Sub NTE set from the sum of the Extended Costs on the approved Sub Scope lines, and the Work Order's Client NTE from the sum of the Prices and Revenue Adjustment  on the approved Scope lines (Revenue Adjustments not included). This was done to support SubAnywhere.

Since this functionality was not in alignment with the business practices of certain customers, a registry is available to override the default behavior.  When the following registry is set to false and the approval wizard is run, the Client and Sub NTE of new work orders will be 0, and the Client and Sub NTE's existing work orders will not be changed. For Both Quote Master and Quote Manager:

Id: sys-viewer-vwrkordr

Setting Key: UpdateNTEAmounts  Setting Value: false (default is true)

Note that this registry is set the Work Order registry!  

Deny Manual Entry of Negative Inventory Lines

Registry Id: sys-viewer-vwrkordr

Setting Key: AllowNegativeInventoryQuantity

Setting Values: true    (default is false)

Implementing this registry setting prevents the user from manually entering negative Inventory lines on the Work Order Inventory tab.  Typically, this would be enabled to require IM ADJUSTMENT transactions to be made to "return" items to a stocking location.  Ideally, the Return Wizard process to would be used to do so. This type of transaction influences the Average Cost Calculation whereas direct WO Inventory activity does not.

WARNING: As of this release, this new option is applied to both the Actual and the Billable quantities.  With the new option enabled one cannot give a billing credit (negative Billable Qty) to adjust and/or correct an invoice.

Prevent User from Editing WO Other Tab Lines Imported from a PO

If the user changes the description of a Gen Item after it is imported into the WO from a source PO a disconnect is created when running Create EOM Unvouchered AP GL Entries. Those changed lines will not be included in the GL Journal written by the function.

A registry has been added to previous these lines from being changed on the Work Order's Other tab. If the following registry is implemented, the system will display an error message if the user attempts to change the description on an Other tab line associated with a PO and imported from JCH. Note that the Setting Value is false to implement this behavior.

Registry Id: sys-viewer-vwrkordr

Setting Key: AllowEditOfPOGENDescriptions   

Setting Value: false  (Default is true to preserve current behavior)

Display Unreleased PO's On the Work Order Purchase Tab

By default, Unreleased PO's do not appear on the Work Order's Purchases tab. The following registry entry allows the Unreleased POs to be included.  Since Unreleased PO's do NOT post to IM History, Unreleased PO line details will NOT be shown.  The user will see a single line identifying basic PO information, with ' Purchases Not Itemized - in the Description. The Status column will indicate that the Purchase Order is Unreleased.

Registry Id: sys-viewer-vwrkordr

Setting Key: ShowUnreleasedPOs   Setting Value: true  (default is false)

Do Not Allow Billing with Open PO’s

Registry Id: sys-viewer-vwrkordr

Setting Key: OkToBillWithOpenPOs Setting Value: false

Setting Key: OkToBillWithOpenCreditPOs Setting Value: false

Since some customers wish to bill even if a PO is open, the default behavior of the system is to allow the Work Order to be set to Invoice Ready with open POs.  The user will get a warning stating that open POs do exist for the WO.  This default behavior can be overridden by these registry options which prevents the user from invoicing the work order if open (not fully received) PO's are found. NOTE: both of these options must be set to prevent invoicing.

Set Qty Billed to Zero for Zero Dollar Fixed Fee Lines from Quotemaster

When creating fixed fee quotes, the WO detail generated from the Quote's Approval Wizard will have a Qty Bill on all of the lines. Lines with a Qty Bill will appear on the invoice even though they are not marked as extra.  The following registry may be enabled to set the Qty Bill to zero on Fixed Fee lines that are not flagged as when the Quote Master Wizard posts to the Work Order. Note that this registry is enabled in the Work Order’s Registry, not the Quote’s.

Registry Id: sys-viewer-vwrkordr 

Setting Key: FFQtyBillZero  Setting Value: true (default false, preserve current behavior)

Specify Snapshot Report

Registry Id: sys-viewer-vwrkordr

Setting Key: snapshotreport Setting Value: functionid

Where functionid is replaced by the report you wish to appear when the Camera (Snapshot) button is clicked.

Certified Payroll Warning

Registry Id: sys-viewer-vwrkordr

Setting Key: CertifiedPRWarning  Setting Value: true

If this option is implemented, the system will display a warning when the user selects a Cost Code that requires Certified PR reporting.

Pull Inventory GL Expense Account from Cost Category

Registry Id: sys-viewer-vwrkordr

Setting Key: INVExpenseFromCostCategory Setting Value: true or false (default)

This registry option enables you to override the default behavior that GL Expense Account assignment is derived from Inventory Group Expense account and instead enable Expense account posting to come from the Cost Category selected on the WO Inventory line (if present).

Important Note – Job EOM: In conjunction with this registry entry, a change has been made to the default behavior of the Job EOM function. By default, the GL Expense account will now be set from the Inventory Group record. This registry entry enables you to derive the GL Expense Account assignment from the Cost Category for both Job EOM and the WO Inventory tab.

Allow Service Compute Sales Tax Edits

Registry Id: sys-viewer-vwrkordr

Setting Key: ServiceComputeSaleTaxEdits Setting Value: true

This option enables users to compute and edit an invoice's sales tax computations (on the Work Order Sales Tax tab) prior to producing the invoice. This functionality is restricted to ‘Service Compute’ work order invoices.  This functionality should only be implemented if certain special sales tax considerations must be supported. Please consult your support representative before implementing this option.

Control Subcontractor PO Generation

Registry Id: sys-viewer-vwrkordr

Setting Key: CreatePOForSub Setting Value: Manual or Prompt or Automatic

This registry option can be used to expedite the creation of PO’s for your subcontractor technicians. It controls the degree to which the new Sub POs are automatically generated from within the WO viewer.

Manual requires that the user push the WO Tech tab button in order to create a new PO; this is the default behavior of the system.
Prompt causes a prompt to appear whenever a sub-type Tech Id is entered on a line that doesn't already have an associated PO. Answering YES causes a new PO to be created and associated to the WO Tech line.
Automatic doesn't bother with a prompt. A new PO is created automatically and associated to the WO Tech line.

Allow Invoicing with Open Required Resource Lines

Registry Id: sys-viewer-vwrkordr

Setting Key: InvoiceReadyWithOpenRequiredResources Setting Value: warning or error

This option is only applicable if Required Resource processing is used on your system. It effects how the system responds when the Work Order’s Invoice Ready button is clicked, and to the validation of the Work Order Log Type Id field on the WO's Tech tab.

If this option is set to 'warning', the system will display a confirmation box saying 'WARNING: One or more required resources has yet to be requisitioned. Change WO status to Invoice ready?'.  The system will continue or abort subject to the user's response. If the user continues, the status will be changed.

If this option is set to 'error', the system will display a MessageBox message saying 'One or more required resources has yet to be requisitioned.\\WO status cannot be changed to Invoice Ready.'. In this case, the status will not be changed.

Prevent Inactive Technician from being Added to Work Order

Registry Id: sys-viewer-vwrkordr

Setting Key: AllowInactiveTech Setting Value: false

This option enables you to prevent inactive technicians from being added to the Work Order Technicians tab by typing in their Id. If the user enters the Id of an inactive tech, the message ‘Inactive Tech Not Allowed’ will be displayed when the user attempts to tab out of the field or save the work order.

Option to Import Employer PR Tax Costs Into Work Order

Registry Id: sys-viewer-vwrkordr

Setting Key: ImportPRCheckFromJCH Setting Value: true
If this option is implemented, the Employer portion of PR Taxes (FUTA, FICA, etc) will be imported to the WorkOrder (as part of the Import Costs functionality) from the Payroll Check Journal. This enables all costs to be viewable on the Gross Margin tab of the workorder.  Note that these costs will be imported without any revenue. 

Prevent Use of Completed Job Cost Code or Billing Items

Registry Id: sys-viewer-vwrkordr

Setting Key: CostCodeDateCompletedValidation Setting Value: error

Setting Key: BillingItemDateCompletedValidation Setting Value: error

Currently, the system warns you if you enter a billing item or job cost code whose Date Completed exceeds the effective transaction date. These options change the current warning to an error.

It's also important to note that the validation logic implemented by this registry entry only applies when either a Cost Code Id or a Billing Item Id field's value is explicitly changed by the data entry user; the system will not check cost code or billing items that default from the WO header.  The Cost Code and Billing Item registry entries are independent from one another.  Note that these options may be specified in Registry Entry Global Settings registry entry for a more far-reaching implementation.

Load WO Inventory GL Entity

Registry Id: sys-viewer-vwrkordr

Setting Key: ResetINVEntities Setting Value: true

It the GL Entity Id is a required field for WO-INV lines, the validation is inadvertently triggered during the record load.  This means that every WO already entered without the appropriate GL Entities displays the required fields error message. Adding the registry setting noted above will cause the blank entities to get reset with the entity from the cost code. The user will be warned to save the work order to retain the updated gl entities.

Deny WO Other Costs

In Version 7.2 and below, a WO Other post to GL was not supported.  However, for users attempting to match GL to JC, costs entered automatically cause a discrepancy. To prevent costs from being entered directly on the WO other tab, the following option may be implemented:

Registry Id: sys-viewer-vwrkordr

Setting Key: RestrictWOOtherCost Setting Value: true

The use of Unit Cost and Extended Cost is restricted to Quote lines when this registry option is turned on.  These fields were already restricted for PO and JCH imports.

Important Note:
The Work Order Other tab writes to GL if the Work Order Other to GL field is flagged in the Accounting Period Viewer. This feature may also be used in conjunction with the expensing of chargeble company Assets. . If you wish to write to GL from the Work Order Other Tab, DO NOT set the RestrictWOOtherCost to true. If this option was previously set, it should be disabled by checking the Disabled box.

Revenue Adjustment Warning

If this registry entry is in place, the system will warn you (when you Save the Work Order) if the Revenue Adjustment Id is completed, but there are no revenue adjustment lines on the Work Order.

Registry Id: sys-viewer-vwrkordr

Setting Key: RevAdjustWarning Setting Value: true  (default is false)

Import Costs Wizard

Registry Id: sys-viewer-vwrkordr

Setting Key: ImportCostsWizard  Setting Value: true or false – default is false

The Import Costs part of the invoicing process has been enhanced to enable you to select the requisitioned items that should be included on the work order, as well as to import costs entered on PO’s, Labor Journal and Job Journal entries. When the Import Costs button is clicked (or the work order is set to Invoice Ready and saved), a Wizard is invoked to enable the user to elect which costs to accept, enter inventory serial numbers, and so on.

Important Note:
If this option is implemented, the sys-viewer-vshpordr registry options MaterialRequisitionToLocation and MaterialRequisitionFromLocation must also be set, regardless of whether or not you are using Material Requisitioning. See Registry Shop Order (sys-viewer-vshpordr) for details.

Import Required Resources File Location

Registry Id: sys-viewer-vwrkordr

Setting Key: ImportRequiredResourcesDirectory Setting Value: path

Where path is a valid directory accessible by your SAM Pro users.

This option allows the user to set the default directory for the required resources import files.

 

Labor Tab - Start / End Times Option to Reset the End Time if the Hours are Adjusted

This option only applies if Start and End times are implemented in your customization file. By default, if the user adjusts the Actual Hours, the system will NOT adjust the End Time so that the Start Time, End Time and Actual Hours fields are always in synch with one another. To have the system automatically reset the End Time, the following registry option must be implemented:

Registry Id: sys-viewer-vwrkordr

Setting Key: RecomputeEndTime Setting Value: true    (false is the default)

Deny changes to lines imported from Quote Master

New ‘Imported from Quote’ fields have been added to the Labor, Inventory and Other lines. These fields will be checked if the line was imported from QuoteMaster.

The following registry entry may be implemented to disallow all changes to lines imported from QuoteMaster:

Registry Id: sys-viewer-vwrkordr

Setting Key: DenyChangesToQuoteMasterLines Setting Value: true

When this setting is True, changes to QM-type lines are not allowed.

Use Default Service Job in the Equipment record for all but PM WO’s

By default, the system uses the Job in the Work Order header as the default job for entering labor, inventory and other lines. Depending upon how your firm’s data is structured, however, it may be more appropriate to default in the Default Service Job from the Equipment record.

If this registry entry is enabled (and this is NOT a preventative maintenance work order), when a user enters an equipment id on the Labor, Inventory, or Other tabs, the system now checks to see if there is a default service job in the equipment header and if so, defaults the Job, Cost Code and Billing item to the row. If the job info is blank in the equipment record, the system uses the job info in the work order header (like it does now).

When the DefaultJobByEquipmentId registry is enabled, Labor, Material and Other lines imported from Job History via Import Costs will retain their Job info instead having it reset to the Equipment default.

For Preventive Maintenance Work Orders, Job information defaults from the WO header, regardless of whether or not this registry entry is enabled.

To enable this feature (in the Work Order viewer, Start Work Order Entry and in the TechAnywhere Post) add the following registry entry:

Registry Id: sys-viewer-vwrkordr

Setting Key: DefaultJobByEquipmentId Setting Value: true

Note: in the Work Order Viewer, the Equipment Id has been repositioned to facilitate its selection.

Set Effective Date from Date Work Completed

When the user 'starts' a new line on the Work Order Labor, Inventory or Other, this registry option will default the line's date from the parent Date Work Completed.  The following registry setting is needed to implement this feature:

Registry Id: sys-viewer-vwrkordr

Setting Key: DefaultLineDateFromDateWorkCompleted  Setting Value: true

Notes on Usage:

If you are just entering lines directly, if you set the Date Completed and then tab out of the field, the system will use the Date Work Competed as the Effective date defaults. Any validation problems on effective date / payroll period / accounting period are caught on SAVING the work order.

When importing costs, the Date Worked Completed must be entered AFTER the cost import and before entering your lines directly. If the date is set before, then the user must save the work order before importing costs.

Launch Start Service Billing Compute (Print Invoice button) with Job Id Blank

If more than one job is referenced on a work order, and the user forgets to clear the Job Id field in the range after clicking Print Invoice, the system will only generate the invoice for the header job. The following registry option may be implemented so that the system will not set the Job Id when Service Billing Compute is launched from the Work Order.

Registry Id: sys-viewer-vwrkordr

Setting Key: ClearJobId Setting Value: true

The default is to complete the Job Id range from the Work Order header when Service Billing Compute is launched from the Work Order.

Disable Remote Tech Warning

By default, the software displays a warning message if the work order has at least one open assignment to a Remote Tech.  The following registry setting disables the warning.

Registry Id: sys-viewer-vwrkordr

Setting Key: DisableRemoteTechWarning Setting Value: true

 

Default Quantity and Date if Inventory Item Id Entered first

When this option is implemented, and a new WO-INV line is started and the Inventory Item Id is entered before the Date and Quantity fields, default the Actual Quantity to 1; default the Bill Quantity to 1; and default the Date to the current system date.

Registry Id: sys-viewer-vwrkordr

Setting Key: EnableCase3571  Setting Value: true

This option should NOT be used with the DefaultLineDateFromDateWorkCompleted=true option. If both options are set, the WO Date Work Completed is set, when you enter the Inventory Id first, the Effective Date is set to the Date Work Completed, but the quantity is not defaulted to 1.

Disable Posting of Budget Cost and Revenue of PM Work Orders

This registry option, when implemented, will disable the posting of job history of budget cost and budget revenue for Preventive Maintenance work orders where the work order lines are marked QU and the work order is set to Ready to Invoice. This option would be enabled if a customer wishes to enter manual budgets for PM work. Note that this option only impacts the processing of Work Order Type PreventiveMaint

Registry Id: sys-viewer-vwrkordr

Setting Key: PostQuotesToJCHBudgets Setting Value: false

Allow User to Set Override Client / Override Terms (for COD Processing)

The following registry entries are required to enable use of the Work Order’s Override fields, WO Terms Id and WO Client Id:

Registry Id: sys-viewer-vwrkordr

Setting Key: AllowClientOverride  Setting Value: true (default is false)

This registry option is required to enable use of the Work Order’s Override Client field. If your firm normally uses a generic COD Client for COD work orders, set this value to true to enable the user to select / create on the fly an actual Client record to apply the overage / receivables to.

Setting Key: AllowTermsOverride  Setting Value: true (default is false)

This option must be set to true to allow the Override Terms Id in the Work Order to be set by the user.

If the technician calculates sales tax for COD work in the field, then also set:

Setting Key: ServiceComputeSaleTaxEdits Setting Value: true

Other Registry Entries needed for COD Processing:

Id: sys-sales-journal

Settting Key: clientjobmismatch  Setting Value: warning

This entry overrides the default error checking in the Sales Journal (which currently prevents you from mismatching the Job and the Client on a single entry.) This registry setting NOT required if AllowClientOverride=false AND your firm uses a separate JOB for each COD (it doesn’t use template COD jobs).

Id: sys-start-ssrvcebllngcmpte

Setting Key: UseSJForCOD  Setting Value: false     (or registry option absent)

The system must auto create the cash receipt – this option CANNOT be set to true.

Service Evaluation General Questions

Registry Id: sys-viewer-vwrkordr

Setting Key: GeneralEvaluationLogTypes  Setting Value: list of work order escalation statuses

This option is used in conjunction with service evaluations. When the Workorder is escalated to one of the registry statuses listed, all unanswered questions are displayed in a Wizard and must be answered. If this registry option is not implemented, the Wizard will only be launched when the Work Order is completed or invoiced.

Note: Escalation Status and Log Type
The Service Evaluation wizard launches when the work order goes to the Work Order Escalation Status defined in this registry. See Escalation Status for details the relation between the Log Type Status and Escalation Status.

Other Rate Filtering

Implementing this registry option filters the Other Rates displayed on the list view to those referenced in the Job’s Rate Schedule when the user double-clicks the Other Rate Id on the Work Order’s Other tab.

Registry Id: sys-viewer-vwrkordr

Setting Key: FilterOtherRatesByJobRateSchedule Setting Value: true

Allow Changes to Revenue Adjustments on PreventiveMaint Work Orders

Additional data entry controls have been implemented in the Work Order viewer.  Access to the Revenue Adjustments tab is now denied on PreventiveMaint-type work orders.  This includes line inserts and line deletes. The following registry entry is available to override this, but is not recommended:

Registry Id: sys-viewer-vwrkordr
Setting Key: PreventRevenueAdjustmentAccessOnPMWorkOrders   Setting Value: false

Allow Changes to Revenue Adjustments on PM Invoice Work Orders

When the work order's Work Type is 'PM Invoice', changes are no longer allowed by default on the Revenue Adjustments tab.  This includes line inserts and deletes.

The previous behavior (to allow changes) can be restored with the following registry setting:

Registry Id: sys-viewer-vwrkordr

Setting Key: PreventRevenueAdjustmentAccessOnPMInvoices Setting Value: false (default true)

WO Inventory / IM History Alert:

This entry validates that the total cost and quantity entered directly on the tab matches the total cost and quantity what have already been or will be posted to Inventory history when the Work Order is saved. If a discrepancy is found, a TabHistoryMismatch alert box will appear, and the work order will not be saved. The tab mismatch information is written to the error log. This alert should only appear if erroneous reversal history was previously written to Inventory History – a sporadic issue in previous images. It is only recommended for users who are concerned with tightening up inventory, and are willing to have support correct issues before work orders can be edited/invoiced. To implement this option:

Registry Id: sys-viewer-vwrkordr

Setting Key: TabMismatchINV-IMH Setting Value: enabled

If this option is not implemented this alert will not be raised.

Restore ‘Compute the Invoice’ option for Construction Type Jobs on Work Orders

Some clients use work orders for certain portions of construction-type jobs to manage their technicians; typically, these work orders are not billable. In previous releases, the act of 'finishing' these work orders by setting them to Invoice Ready presented the user with an option to 'Compute the Invoice?' when the work order was saved.  This is legacy code predating service compute-type jobs and billing. If the user answered Yes to the question, the system prepared the work order/job for billing by:

1. Creating a new Invoice Master record.
2. Preparing all relevant JCH records for billing.
3. Updating Billing Items.
4. Setting Job's Invoice Status to 'Ready to Print'.

None of the above is necessary for most systems, and results in an orphaned Invoice Master record. In this release, the default behavior now eliminates the 'Compute the Invoice? question, since the billing for these construction jobs will be done from Record Billing Adjustments.

The following registry setting is available to restore the old behavior; this is not recommended unless the user is still using the old-style service invoicing and actually needs to be able to compute the invoice from the work order. 

Registry Id: sys-viewer-vwrkordr

Setting Key: ComputeInvoiceForConstructionJobs  Setting Value: true

Limit Statuses Entered on Technician and Log Tabs

The following registry options permit the log type statuses entered on the work order to be limited to those specified, or to exclude those specified.

Tip: in most cases, this functionality would be implemented by user or user group (sys-viewer-vwrkordr-branchid-userid, sys-viewer- vwrkordr--userid (if Branches are not implemented) or sys-viewer- vwrkordr-usergroupid) so that the restrictions are only implemented as appropriate.

Registry Id: sys-viewer-vwrkordr

Setting Key: LogStatusesRemoved
Setting Value: Comma delimited list of statuses the user may not enter on the Tech or Log Tab
 

Setting Key: LogStatusesAllowed
Setting Value: Comma delimited list of statues the user may enter on the Tech Tab / Log Tab

Only one registry should be used for each registry entry.

Example:

This example would be implemented to prevent users in the dispatcher group from directly entering the statuses of billed, archived or no bill on the Technician or Log tabs. Note that if the work order is billed via service invoice, this registry does not prevent the system from changing the status from completed to billed.

Registry Id: sys-viewer-vwrkordr-dispatcher

Setting Key: LogStatusesRemoved

Setting Values: billed,archived,no bill

Time Review – Allow Approval from Revenues Tab

This functionality enables users to review time entered in TechAnywhere, indicating that this time does not need additional review prior to billing. A custom PR Time Entry report is used to indicate which time has/has not been reviewed. Note that un-reviewed time may be billed for and/or paid to the technician.

To approve time, a user may access the Labor Journal, and save the entry. Time may also be approved from the Word Order Revenue tab by right-clicking on a line. No special user attribute is required: all that is needed is for someone other than the tech to ‘touch’ the entry.

The three registry entries listed below are required for this functionality: one to split TechAnywhere time into separate labor journals by work order, and another two to allow approval in the Work Order and Labor Journals.

Setting Key: AllowLaborJournalApproval Setting Value: true

Also Required - Time Review Work Order

Id: sys-techanywhere

Setting Key: PostLaborByWorkorder Setting Value: true

With this registry setting in place, individual labor journals will be created to break out a journal per work order if multiple work orders are contained in a labor message payload.

Also required - Time Review – Labor Journal

Id: sys-viewer-vlbrjrnl

Setting Key: ApproveWhenEdited Setting Value: true (default false)

Option to Display the GLH Tab on the Work Order

The GLH tab is not shown on the Work Order by default since it contains potentially sensitive pay information. The following registry may be used to enable the GLH tab on the Work Order viewer for a user that should have access to this feature:

Registry Id: sys-viewer-vwrkordr-branchid-userid or sys-viewer-vwrkordr--userid

Setting Key: ShowGLH Setting Value: true

Allow Changes to Log Tab (Deprecated)

Setting Key: LogAddAllowed Setting Value: true
Setting Key: LogEditAllowed Setting Value: true
Setting Key: LogDeleteAllowed Setting Value: true
The default behavior for the Log tab is to deny all changes.  These options may be implemented to allow some or all changes to the Work Order Log tab. Entering all three options will enable your users to add, change and delete. It is not necessary to completely restore the original behavior. 

Example:

One might choose to allow adds but not edits or deletes:

  Setting Key: LogAddAllowed Setting Value: true

Display Employee Name on Work Order Revenue Tab

The Employee Name no longer appears on the Work Order Revenue Tab to prevent sensitive pay information from being displayed. The following registry entries may be enabled so that the user or users eligible to see this information may have access to it.

Registry Id: sys-viewer-vwrkordr-branchid-userid or  sys-viewer-vwrkordr--useri

Setting Key: ShowEmployeeNames  Setting Value: true

Show RININV4 Invoices on WO Invoices Tab

In Version 8.0.510.023 and up, the Invoice Description, Balance and Last Payment Date were added to the Work Order Invoices tab. Unfortunately, this resulted in RININV4 type invoices not displaying on the tab. In this release, the Invoices tab will now first tries to show SERVICEINVOICE type invoices WITH the new columns.  If there are there are NO SERVICEINVOICE type invoices found and the following new registry setting is in effect, the system will then show RININV4 type invoices WITHOUT the new columns.

Registry Id: sys-viewer-vwrkordr

Setting Key: ShowRININV4Invoices   Setting Value: true

Enable Signature Tab

This obsolete tab has been removed from the Work Order default view. The following registry may be enabled to display it (at the right of the Work Order viewer) if needed.

Registry Id:  sys-viewer-vwrkordr

Setting Key: ShowSignatures   Setting Value: true

Set WO Inventory Date for 'Picked' Required Resource Items

Data from the Required Resource tab is posted to the Inventory Tab when the Picked flag is set.  However, a problem occurs if the Date Required is not within the default Accounting Period range. A registry entry is available to adjust either the date or accounting period to keep them in sync.  When the defaulted Date and Accounting Period are NOT out-of-sync, NO adjustments are made to the defaulted values.  The rules noted below are used only when an adjustment is necessary.

Registry Id:      sys-viewer-vwrkordr

Setting Key: AdjustDefaultDateOrPeriod Setting Value: period or date

If period is selected, the Accounting Period table is queried for eligible Accounting Periods.  To qualify, the period must be Active and its date range must include the defaulted Effective Date.  When multiple periods are eligible, the one with the smallest Period Id is chosen to become the new Accounting Period for the current transaction.  If no eligible period is found, nothing is changed.

If date is selected, the Effective Date is adjusted to be either the Start Date or the End Date of the defaulted Accounting Period.  The Start Date is chosen when the current date is less than the Start Date.  The End Date is chosen when the current date is greater than the End Date.