Issue/Symptom/Question

Is there functionality, preferably outside of WO templates, that would allow us to default the "Bill only when complete" checkbox for all new work orders? In our case, the box only gets unchecked when a progress bill is requested.

Applies To

PENTA for Windows

Work Order setup:

Service Management > Work Order Information > Work Orders

Work Order Template setup:

Service Management > Work Order Information > Work Order Templates

Resolution/Fix/Answer

The two places where the checkbox can be updated is in the Work Order template or on the Work Order itself when creating the work order. There is no functionality outside of this that allows for the default - PENTA defaults the box as unchecked.