Setting up Work Types
This chapter contains all important information regarding the setup of work types. In TRASER DMS 365, work types can be used to invoice different kinds of work in service orders. This chapter is divided into the following sections:
Creating Work Types
To create a new work type, please proceed as follows:
- Use the quick search (ALT+Q) to find the Work Types page.
- Click on New in the menu bar to create a new work type.
- Complete the information according to the following table:
| Field | Description |
|---|---|
| Code | Here you can enter a unique code for the work type, e.g., INTERN. |
| Description | Enter a significant description for the work type. |
| Unit of Measure Code | Select the desired unit of measure code from the dropdown list, e.g., STD. |
| Booking Type No. | If you are working with orderbase Time Management, enter the booking type here. |
Your entries are saved automatically. You have successfully created a work type.
Translating Work Types
In TRASER DMS 365, if your company operates in different countries, you can store translations for work types and assign them a language code. If the language code is selected in a service document, the corresponding translation is used automatically when you add a work type to a service document. Please proceed as follows to translate a work type:
- Use the quick search (ALT+Q) to find the Work Types page.
- Select the work type you want to translate and click on Translate in the menu bar.
- Select the desired language code for the translation in the Language Code field.
- Enter the translation of the work type description in the Description field.
Your entries are saved automatically. You have successfully created a translation for a work type and assigned a language code.