Question

mWO Quotation Work Type Default Value

  • 19 June 2023
  • 1 reply
  • 42 views

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During the creation of a Service Quotation in mWO, we only create them from a Work Assignment, we never create them raw from the home screen.  When doing this, the default value of the Service Quotation Work Type is equal to the Work Type of the Work Task from which it was generated.

For our purposes, we wish the Work Type field to always have one specific value.  Currently we wish this in every scenario that we will come across without fail.  But, these will be generated from as many as five different work types. 

If the technician does not change the value on the initial creation screen, then he is required to change it on both the Work Order and any Work Tasks on the Service Quotation prior to submitting.  If either of these is missed, and the estimators miss it as well, then pricing is incorrect in the end.

That scenario does require a minimum two different people missing this value, but if the value should always be the same anyway, then I should be able to default that field to that value and no one had to even think about it.

When looking at Page Designer, I don't seem to have the ability to set a default value on any field, much less this one.  There is one option that seem to indicate it would remember the last used value in this field, but that doesn't seem to work on the Work Type field.

Any ideas on how to get around this would be greatly appreciated.


1 reply

Userlevel 5
Badge +12

@PLabor can you report this as an idea please? Thanks! /Rukmal

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