Approve a work order

1. At the EMMS main menu, click the Approval button. The WO Approval by Facility/Descending WO# screen appears if no facility list is defined. The WO Approval by Facility (Supervisor) screen appears if a facility list is defined.
   • To toggle to the supervisor approval screen from the regular screen, click Supervisor Approval . The WO Approval by Facility (Supervisor) screen appears. If you don't have a facility list defined, this option will not work.
2. Right-click on the work order and select Approve. The Confirm Work Order Status Change display screen appears.
3. OR
4. Select multiple work orders for approval by holding down the CTRL key and clicking on each work order, then right-click and select Approve. The Confirm Work Order Status Change display screen appears, listing each selected work order.
5. Click the Enter button. The invoice(s) will print. All GL entries will be written along with any required AP and AR transactions.
   • In order to book expenses and revenues in the same period, the post of a sublet on work order approval creates the GL transaction in the same period as the invoice. If the sublet work order does not have an AR invoice, the work order close date will be used.
   • If there is a package on the work order, the work order approval accounting will use the RK account type (Revenue-Package) to find the revenue account to use for the package. It will first look for this account type using the charge code defined on the package definition. If nothing is set up for the charge code, it will continue by looking for an account set up at either the VMRS or work order account level (assuming the business parameter for extended accounting is turned on). Failing that, the RK account type will come from the facility accounts. The only change is for the revenue side; the expense side remains the same in that the individual costs for parts, labor, etc. even within a package are accounted for as usual.
   • Package lines are allowed to be flipped to non-billable. If that is done, the accounting will be just like any other non-billable line; nothing package-related will apply.

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