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Administrator Guide
Last Updated: 2026-04-17
Attach an Event-Based Expense to a Work Order

Attach an Event-Based Expense to a Work Order

  • You must have these permissions:
    • workorder.modifications.create
       or
      workorder.owned.modifications.create
    • field.event_based_expenses.write
  • An event-based expense must exist.
Once you've created an event-based expense, you must attach both the event-based expense and the appropriate charge code value to the appropriate work order.
  1. From the header, select
    Work Orders
    .
  2. Open the appropriate work order and click
    Update Work Order
    .
  3. Click
    Change Dates and Rates (Modify Work Order)
    .
  4. In the
    Event-Based Expenses
     section, select the appropriate
    Event-Based Expense
    .
  5. Select the appropriate
    Charge Code
    .
  6. Click
    Review Changes
    .
  7. Enter the
    Reason for Change
     and
    Leave a Note (Optional)
     if necessary.
  8. Click
    Submit for Approval
    .