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You can start using the Work Order module almost immediately after installing the softwarethe software-the only requirement is adding vehicles because you must indicate a vehicle that the work will be performed on in order to create a work order (refer to "Adding a Vehicle" in Chapter 3Vehicle Inventory if necessary).
You may want to perform some of the additional setup steps listed to "fine-tune" the Work Order module to your needs. None of the steps listed are required, but they are recommended. For example, by reviewing the switches, you can save dozens of keystrokes by turning off features you don't need. By the same token, you can ensure you're prompted for data that you do need by making sure the appropriate switches are activated.
The Setup:

  • Review the switches in the Main System Parameters and change the settings as needed (SSM). Switches 4, 9, 15, 21, 22, 23, 31, 33, 34, 38, 39, and 40 specifically pertain to work orders. Recommended
  • Review the switches in Misc Parameters I and change the settings as needed (SSI, Miscellaneous I tab). Recommended
  • Review the System Codes and add or change the user-defined work order codes as needed (SSY). _Optionalpredefined Optional-predefined codes are available for use._
  • Review the User Defined Buckets and add or change the user-defined costs as needed (SSI, Miscellaneous I tab). Optional
  • Review VMRS codes and add or change the job codes as needed (MRM) refer refer to "VMRS Codes" in Chapter 2Getting Started. _Optionalpredefined . Optional-predefined codes are available for use._
  • Add employee/mechanic records (MMM)refer to "Employees" in Chapter 2Getting Started. _Recommendedalthough . Recommended-although you can use non-file mechanics, adding mechanics records is quick and easy and saves time in the long run._
  • Add part records (MPM)refer to "Adding a Part" in Chapter 5Part Inventory. _Optionalyou ." Optional-you have the option of adding parts "on the fly" as they are posted on work orders. Needed only if you're using the Part Inventory module to track inventory._
  • Add tire records (MTM)refer to "Adding a Tire." in Chapter 6Tire Inventory.  Needed only if you're using the Tire Inventory module to track inventory.

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