---
title: "Work Orders - Setup and Configuration"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28407178/Work%20Orders%20-%20Setup%20and%20Configuration"
format: markdown
---
Before the **Work Orders **functionality can used the following system administration configurations must be completed.
> ⚠️ This functionality is feature-code driven. Please contact [Support](https://kb.myframeworks.com.au/page/support) if you require this to be enabled.
# Feature Code
The following feature code is required to be **Active **for **Work Orders **to available as a module via the Frameworks menu
- **WRK** - Work Orders
> ✅ Refer to [Feature Codes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401618) for more information.
# Security Group Maintenance
From the Frameworks menu navigate to **System Administration > Users & Security > Users > Security Group Maintenance **and then ensure the following **Activities** are added to your Users required Security Groups. Tick the access as required for the security groups.
| **Frameworks Activity** | **Security Group Access Path** |
| --- | --- |
| **WorkOrderDash** |  |
| **WorkOrderTimeSheetMain** |  |
| **ProjectConfigMain** |  |
| **LabourSetupMain** |  |
| **LabourRateMain** |  |
| **timeSheetExportImportSche** | |
> ✅ Refer to [Security Group Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401628) for more information.
# System Settings
## Flags
From the Frameworks menu navigate to **System Administration > System Setup > Configuration > System Settings - Flags **and then search for** System Setting - Flags** and define, as required, following system flags.
| **System Setting - Flags** | **Flag Purpose** |
| --- | --- |
| **InvUsageBR** | Invoices sort by usage |
| **OrdUsagVal** | Validate Order Usage Codes |
| **SOPUsageBR** | Format 20 Quotes sort and break by Usage |
| **SOPUsgePrt ** | Print usage heading on quotes picking slip |
> ✅ Refer to [Sales Order Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381092) for more information.
## Amounts
From the Frameworks menu navigate to **System Administration > System Setup > Configuration > System Settings - Amount **and then search for** System Setting - Amount **and define, as required, following system amounts.
| **System Settings - Amounts** | **Setting Purpose** |
| --- | --- |
| SrvOrdMinLbrHrs | Service Order Minimum Labour Hours
- In the **Value **field enter the minimum number of hours required when [Closing a Work Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523312). |
| WrkOrdMinVal | WorkShop Order Minimum Order Value
- In the **Value **field enter the minimum order value required when [Closing a Work Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523312). |
# > Macro (anchor)
Labour Setup
The labour setup allows you to define the **Roles **for your resources, your **Labour Resources** and their defaults, and the **Rate types **to be used when completing the work orders.
- Click the **Frameworks Menu** then navigate to **Work Orders > Labour Setup **from the navigation tree.
## Roles
1. Click the **Roles **tab and then click **Add** to create a new role.
In this table, you will be able to define the role **Code** and add a **Description **of the role.
## Labour Resources
1. Click the **Labour Resources **tab and then click **Add** to create a new labour resource (tradesperson/employee).
> ⚠️ Labour resources do not add to your user License count.
In this table, you will be able to define each **Resource **and define their default **Code** and add a **Description **of the role.
For more information about the Labour Resources grid, click here.
| **Field** | **Definition** |
| --- | --- |
| **Resource** | Enter the Resource name |
| **Code Role** | Search and enter the required **Code Role** - options available as defined under the "Roles" tab |
| **Role Description** | Auto populated based on the **Code Role** selected above |
| **Code Rate Type** | Search and select the code rate type. Options available as defined under the **Rate Types** tab |
| **Rate Type Description** | Auto populated based on the **Code Rate Type **selected above |
| **Mobile Phone** | Enter valid mobile phone number for the resource. |
## > Macro (anchor)
Rate Types
1. Click the **Rate Types **tab and then click **Add** to create a new rate type.
In this table, you will be able to define the rate type **Code** and add a **Description, **such as double time, standard rates etc:
# Labour Rates Maintenance
The labour rates maintenance allows you to define the customer cost and charge out rates per resource per labour type.
> ℹ️ You can have more than one labour rate charge per customer, such as 1st year apprentice, 2nd year apprentice rates.
1. Click the **Frameworks Menu** then navigate to **Work Orders > Labour Rates Maintenance **from the navigation tree.
2. Click **New** to add a Customer Labour Rate.
3. Enter the following fields as required:
For more information about the Labour Rates fields, click here.
| **Field** | **Description** |
| --- | --- |
| **Customer** | Search and enter the customer you wish to setup labour rates for.
> ⚠️ You can use customer '0' as a generic customer which will apply the configured rates to all customer unless they specifically have their own rates defined under **Labour Rates Maintenance** |
| **Role** | Search and select the Role Type, as setup under [Work Orders - Setup and Configuration#laboursetup](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DLabour-Setup) |
| **Rate Type** | Search and select the Rate Type as setup under [Work Orders - Setup and Configuration#ratetype](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DRate-Types) |
| **Hourly Cost** | Enter the Hourly Cost rate for the nominated Role/Rate Type. |
| **Hourly Charge Out** | Enter the Hourly Charge Out rate for the nominated Role/Rate Type. |
# > Macro (anchor)
Product Setup
Labour, Material, Expense, and Fixed Price Products need to be setup in [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378114) which will then be used in [Work Orders - Setup and Configuration#psconfig](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DProject%2FService-Configuration) below.
- Products should be set as **Miscellaneous Type**, and **Stocked** at Branch Level, with $0 cost and sell.
Example Products setup is:
| **Project Type** | **Labour Products** | **Material Products** | **Expense Products** | **Fixed Price products** |
| --- | --- | --- | --- | --- |
| PROJECT | ProjectLab | ProjectMat | ProjectExp | ProjectQuote |
| SERVICE | ServiceLab | ****Not Used**** | ServiceExp | ServiceQuote |
| WORKSHOP | WorkshopLab | ****Not Used**** | WorkshopExp | WorkshopQuote |
- **Labour Products** are used to roll up the total value of all labour logged against the job. Labour is then charged out as one lump sum using this product code.
- **Material Products **are only used to manage material costs on Project Orders.
- **Expense Products **are used to roll up the total value of all 3rd party expenses logged against the job. Expenses are then charged out as one lump sum using this product code.
- **Fixed Price Products **are used for Service and Workshop Orders where the quoted price is exactly what the customer will pay. There is no rolling up of individual labour, material or expense costs when using these products.
# > Macro (anchor)
Project/Service Configuration
The labour setup allows you to define the **Roles **for your resources, your **Labour Resources** and their defaults, and the **Rate types **to be used when completing the work orders.
Under Work Orders - Project/Service Configuration setup the GL accounts and products for each transaction type in the **GL Accounts** tab:
- Click the **Frameworks Menu** then navigate to **Work Orders > Project/Service Configuration **from the navigation tree.
## GL Accounts
1. Click the **GL Accounts** tab and then click **Add** to create the GL accounts and products for each transaction type.
> ℹ️ Each branch can have one GL account definition per transaction type.
For more information about the GL Account definitions, click here.
| **Field** | **Description** |
| --- | --- |
| **Company** | If multi-company, select the company associated with the GL allocation. If single company this field will default. |
| **Transaction Type** | Select the transaction type from the available options - Workshop, Project, Service. |
| **Active** | Enable to activate the transaction type for that branch |
| **Branch** | Select the branch the GL account configuration is for. |
| **WIP GL Acct** | Enter the GL account where all completed work order entries will be posted to |
| **Labour GL Acct** | Enter the GL account where all completed time sheet entries will be posted to |
| **Expense GL Acct** | Enter the GL account where completed expense entries will be posted to |
| **Product Group** | Enter a default Product Group that the GL stock account postings will be allocated to.
> ℹ️ When committing stock in or out, frameworks will use Product's Product Group to identify GL Stock Account to post as opposed to the Project/Service Configuration. |
| **Labour Product** | Enter the default labour product as defined above under [Work Orders - Setup and Configuration#prodsetup](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DProduct-Setup) |
| **Material Product** | Enter the default material product for use in Project Orders as defined above under [Work Orders - Setup and Configuration#prodsetup](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DProduct-Setup) |
| **Expense product** | Enter the default expense product as defined above under [Work Orders - Setup and Configuration#prodsetup](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DProduct-Setup) |
| **Agreed value Tolerance** | Currently not used |
| **Variance Product** | Currently not used |
| **Cash Customer Terms** | Define a default value (in days) for cash customer payment terms. When a work order is processed for a cash customer, the Customer Payment defaults to Cash Customer Terms as defined in the Project/Service Configuration. |
| **Fixed Price Products** | Enter the product to be used for fixed price quotes and orders as defined above under [Work Orders - Setup and Configuration#prodsetup](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407178/Work+Orders+-+Setup+and+Configuration#%5BinlineExtension%5DProduct-Setup) |
## 3rd party Expense Types
1. Click the **3rd party Expense Types** tab and then click **Add** to define any third party expense types here including the markup % for each type
For more information about the 3rd Party Expense Types grid, click here.
| **Field** | **Definition** |
| --- | --- |
| **No** | Auto-generated |
| **Company** | Defaults to users' default company |
| **Code** | Enter a free form unique code for the expense type |
| **Description** | Enter a free form description to identify the **Code** |
| **Mark Up %** | Enter a % markup to be applied to the customer's order when a 3rd party expense is applied. |
# User Maintenance
If users are dominantly entering in Work Orders you can define **Default Sales Transaction Type** per user.
> ℹ️ This is optional and blank is an acceptable default value.
When a new transaction is created within SOP the transaction will default to the defined value in user maintenance. If blank, the user will need to select a transaction **Type** from the drop-down list in SOP.
> ✅ Refer to the [User Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378032) User Manual for more information.
# Event Notification
When a Work Order is assigned to a user for completion they can be set up to receive notifications via sms, email, or via the Frameworks home page.
## Notification
1. Enter the condition** task:taskId gt 0** (This ensures that only valid tasks are processed).
2. In the **To:** field enter **{task:taskAssignee}**
3. The **Subject** and **body** may be set to whatever messages the user should see, for example:
SMS Notification
> ⚠️ To enable the SMS function customers must have **SNA** enabled, Refer to [Frameworks Automated Notification System](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381066) for more information.
1. Enter the condition **task:dateDue eq today** (This ensures that only tasks allocated for ‘today’ send an sms).
2. In the **To:** field enter **{task:mobilePhone}@**[**somewhere.com**](http://somewhere.com)** **(This would be set to the sms to email system defined at the customer).
> ⚠️ Ensure you trim the agents once you have created the new event notification task. Refer to [How do I trim the agents in Frameworks?](https://sterkb.atlassian.net/wiki/pages/createpage.action?spaceKey=FFAQ&title=How%20do%20I%20trim%20the%20agents%20in%20Frameworks%3F)
> ⚠️
> ⚠️ If a task is assigned to a user with a due date of the current date, the system needs to generate a notification even so that the assigned user can be sent an SMS.
# > Macro (anchor)
Configure Tasks
Tasks can be created and then viewed in a calendar view to help manage your resources.
1. Under **Production Scheduling > Maintenance > Standard Task Maintenance** define the task.
> ✅ Refer to [Standard Task Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388356) for more information.
2. Under **Production Scheduling > Maintenance > Process Model Maintenance** create a process model and add the task to it. Define the timing of the tasks using the **Days Due**, Relative To and **Milestone **fields.
> ✅ Refer to [Process Model Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402124) for more information.
3. Under **Inventory > Maintenance > Product Maintenance** find the product you will be adding to the service, project or workshop order. In the Product Branch Stock section assign the Process Model to the product in the Manufacturing Model. When this product is added to the order, the task that's in the process model will be created based on the defined timing.
# Additional Information
> ✅ Refer to the below sections for more information regarding processing of Project, Workshop, and Service orders in Frameworks.
| **Function** | **Description** |
| --- | --- |
| [Creating a Workshop Quote or Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30519074) | Provides information on how to create a Workshop Quote or Order via Sales Order Processing |
| [Creating a Service Quote or Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514274) | Provides information on how to create a Service Quote or Order via Sales Order Processing |
| [Creating a Project Quote or Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523068) | Provides information on how to create a Project Quote or Order via Sales Order Processing |
| [Work Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28392352) | Provides information on how to locate and maintain Works orders within Frameworks |
| [Monitoring Tasks](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388408) | Provides information on how to monitor user tasks in the Process Management dashboard |
| [Time Sheet Entry](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28388398) | Provides information on how to log time against an open Work Order |
| [Closing Work Orders](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523312) | Provides information on how to close Work Orders |
| [Reverse Completion of a Workshop or Service Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514024) | Provides information on how to reverse a closed Workshop or Service Order |
| [Time Sheet Export / Import](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/785612801) | Provides information on how to bulk import timesheet entries using a CSV file. |