Customization options for applications

There are many options and settings that you can customize for your applications in the Organizations application. They include work order options, inventory, purchasing, asset, and preventive maintenance (PM) options. You can access the options from the Select Action menu or the More Actions section of the side navigation menu.

Table 1. Customization options
Options	Description
Work orders	Defines and changes work types and work order types for classes of work orders.
Edit rules	Specifies the work order properties that can be changed for a given work order status. For example, you specify that an asset and a location can be edited when it is approved.
Actual start date for work orders	Specifies whether the actual start date is the date when the work order status is changed to initiate or changed to complete.
Default problem start time	Specifies whether the downtime starts when someone reports the problem or when the problem occurs. The default date and time are shown in the Start field in the Downtime Report window.
Site options	Specifies how to increment task numbering such as the starting number for the first task and the increment value for each task. Task numbering is used on the Plans tab in the Work Order Tracking application
Inventory defaults	Specifies default settings for inventory such as ABC breakpoints, cost and currency variances, and negative current and available balances.
Inventory reorders	Specifies whether an approved or unapproved purchase requisition or purchase order is created when a reorder request is generated. You can also specify the maximum number of reorder lines on a purchase order or purchase requisition.
Inventory costs	Specifies the default issue cost that applies when an item is issued from a selected site.
Transfer options	Specify whether a shipment record is required to transfer items.
Purchasing defaults	Specify default settings for the purchasing life cycle such as whether a PR must be approved before it is converted to a PO or contract. You can also specify if costs can be added to or modified for line items.
Purchase order labor	Specify whether a purchase order is required to approve internal labor.
Tax options	Specify the default tax general ledger accounts and tax codes to calculate the amount of tax that is due on a purchase requisition, request for quotation, purchase order, or invoice at the organization level. You can also specify the order in which tax codes are used.
Contract options	Specify contract options such as contract types, and the terms and properties that are associated with contract types.
Invoice options	Specify default settings for invoices such as whether to validate the financial period when you save an invoice. You can also copy the invoice date specified by the vendor to the General Ledger (G/L) posting date.
Asset options	Specify whether to record asset history when the status of a work order changes to complete or to closed.
Drilldown options	Specify how a drilldown opens for locations and assets. Specify that the drilldown top level starts at the top-level location or asset.
Preventive maintenance (PM) options	Specify general preventive maintenance (PM) options such as whether the priority entered on job plans is used to sequence PMs. You can also specify whether the frequency criteria on a PM is used to generate work orders. You can also provide the lead time in days between when an automatically generated work order is created and when the preventive maintenance is scheduled.
Safety plan options	Specify whether data for hazards is available with the work assets data in the Safety Plans application.
Labor options	Specify default settings for labor transactions such as the approval process for internal and external labor. You can also specify whether craft and labor can be different or must match when you report actuals.
Global ticket solutions options	Specify whether solutions for global tickets are automatically applied to related global tickets.
Service level agreement options	Specify how you want to match service level agreements (SLAs) to records for example, one or multiple SLAs. You can also specify the target dates to apply to a record.
Workflow options	Specify workflow processes for work orders, purchase requisitions, and purchase orders.
System settings	Specify general system settings such as the default start and end dates, and the format of names. You can also specify the character that represents the unspecified general ledger components in an account code.