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You may modify the currency, GL code and any other approval codes, and Subtotal/NTE settings for the selected work order using the Edit option.
- Currency: The default currency is listed, as configured for your system. Should you require the work order to be invoiced in a currency different from your default configuration, use the drop-down menu to change the currency.
GL Code/Additional Approval Codes: The GL (General Ledger) Code and other approval codes, if any, will display as configured in the Administration module. You may edit these settings for the selected work order. Depending on the settings, when editing Additional Approval Codes, you can either use a free text form or drop-down option to make changes.
Note Editing the GL Code and/or other approval codes in this fashion only affects the selected work order; to change the GL Code and/or other approval codes for all work orders with the same category and trade, please update your GL Code List and approval codes in the Admin module.
Subtotals/NTE: Subtotals are used when you know the exact cost of a scope of work, and the exact tax amount. Alternately, you may use NTE to specify a maximum allowed invoice amount.
Note You may use either a Subtotal or an NTE for the maximum value of a work order. You cannot use both.
You may switch between Subtotal and NTE by selecting the appropriate item in the drop-down list.
Updating Subtotal
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Updating NTE
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