Managing Work Orders23% of the exam
Work order line items: pricing, status and hierarchy
When to model tasks as work order line items rather than separate or child work orders, how line item prices roll up into work order totals, how line item status, status category and Is Closed work, and what line items inherit from their work order (address, sharing) and what they don't (asset, duration).
Analyze how and when to use Work Order Line Items.
~7 min read · 13 practice questions ·
What the exam expects
- Choose line items, child line items, child work orders or separate work orders for a multi-step job.
- Explain how a line item's list price, unit price, discount and subtotal roll into the work order's Subtotal, Total Price, Discount and Grand Total, and why a price book on the work order is needed.
- Configure line item status values with a status category and report on open versus closed line items.
- Predict what a line item inherits from its work order (address, sharing) and what it doesn't (asset, skills, products, duration).
Key terms:
- Work order line item: a subtask or step on a work order that can be completed on its own.
- Child line item: a line item whose Parent Work Order Line Item field points to another line item.
- Status Category: the fixed classification each Status value maps to; processes read it.
- Is Closed: checkbox selected when the line item's status changes to Closed.
- Price book entry: the line item's Product field, searched only within the work order's price book.
Key facts
Line item purpose
- Detail
- Subtasks completed one by one, each with its own appointment, work type, skills, products
Product lookup on a line item
- Detail
- Returns only products in the work order's price book
List price without an entry
- Detail
- Defaults to zero
Work order Discount
- Detail
- Read-only weighted average of line item discounts
Work order Grand Total
- Detail
- Total price with tax added
Duration roll-up
- Detail
- Not automatic; use a custom roll-up summary field
Status Category values
- Detail
- Seven default statuses plus None
Is Closed
- Detail
- Selected when status changes to Closed
Address
- Detail
- Inherited from the work order, editable on the line item
Asset
- Detail
- Not inherited from the parent work order
Sharing
- Detail
- Inherited from the parent work order
Deleting a work order
- Detail
- Line items and appointments go to the Recycle Bin with it
- Why does a discounted line item's Total Price differ from its Subtotal?
- When does a line item's Status Category show None?
- When does a work order with a null Duration adopt its work type's value?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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