Open/Update/Close
Work Order - Parts
Program/Screen: WOCRTT/WOCRTTC2
Description:
Use this screen to enter parts used on the work order during servicing of the equipment. When entering a work order quote, enter the parts that are expected to be needed for the work order. If parts are associated with steps that were marked as done by a mechanic on the Maintenance Steps screen, they are populated on this screen. You must Enter through this screen in order to charge those parts to the work order.
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Navigation
Access this screen after the Labor Description screen when creating a work order or work order quote, or by pressing F9 from the Open/Update/Close Work Order - Header screen. Enter or accept the parts that were used on the work order, and press Enter to continue. If parts are populated on this screen from steps that were marked as done on the Maintenance Steps screen, you must press Enter twice to accept the screen and charge those parts to the work order.
Press F8 and F10 respectively to work with maintenance steps and labor for the work order.
Unique Open/Update/Close Work Order Screens
Open/Update/Close Work Order - Launch
Open/Update/Close Work Order - Header
Parts
Additional Program Screens
Parts/Merchandise Search - Availability by Location
Bar Code Entry
Options
|
Option |
Description |
|
1 |
Search. Enter 1 in the Option field to search for an item number. |
|
2 |
Detail. Enter 2 in the Option field to advance to the Parts Detail screen. |
|
4 |
Quantity. Enter 4 in the Option field to advance to the Parts/Merchandise Search - Availability by Location screen. |
|
8 |
Recalculate Rate. Enter 8 in the Option field to recalculate labor rates when a work order's Bill-to Type is changed.
|
|
9 |
No Charge. Enter 9 in the Option field to make the labor entry a no charge line item. |
For
example, if the work order
Fields
Displays the number of the equipment being serviced.
Displays the category/class of the equipment.
Enter the number of the item that was or might be used on the work order. If you do not know the number, enter 1 in the Option field to search for it.
Enter the quantity of the item used on the work order.
Enter or accept the unit of measure in which the item was used on the work order.
Displays the item's description.
Enter the price of the item. On an internal work order, this field is view-only, and it displays the average cost of the part--not its selling price.
Displays the amount calculated as Quantity * Price.
Displays the labor codeUser-defined code that describes work performed. The code is entered on work orders to account for time spent repairing or maintaining equipment. associated with the part. If the part was populated from a step marked as done on the Maintenance Steps screen, the labor code from that step is displayed. If you are entering the part manually, enter the appropriate labor code or accept the default from the work order header.
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Enter or accept the code that represents the type of warranty claim associated with this part. If the claim type on the work order header is N, you can only enter N at the part level. Claim Type codes are:
-
N - None
-
D - Damage waiver covers claim
-
M - Claim reimbursed by manufacturer
-
S - Warranty for sold used equipment
Enter or accept the description of the labor codeUser-defined code that describes work performed. The code is entered on work orders to account for time spent repairing or maintaining equipment..
If the Enhanced WO Entry setting is set to Y in control record WOCRT7, enter the code that represents the general ledger distribution for revenue earned on this work order for parts used. These codes are set up in G/L Sales Rev Distribution Maintenance - Items.
The
setting for the Warranty Flag
in the revenue category must match the Claim
Type setting on the part in order to use the code. In
other words, if the Claim Type is set to N,
you cannot enter a revenue category with its Warranty Flag set to
Y.
If the Enhanced WO Entry setting is set to Y in control record WOCRT7, enter or accept the expense code for the part. This code is the inter-company expense code that contains the G/L expense account number to affect with this transaction. The information defaults from the work order header, but it can be changed.
If
there is a valid general ledger account in the Repair
Expense field for the revenue distribution
record for the equipment's category/class, that account is debited
for any work order expenses. If that field is blank, the account
debited comes from the expense code record.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F2 |
Scan. Open the Bar Code Entry popup window to scan a part's UPC label or to enter its bar code. |
|
F3 |
Exit. Exit the page or program. |
|
F7 |
Item Number/Manufacturer's Number Toggle. Toggle the Item Number field to Manufacturer's Item Number or UPC Number. |
|
F8 |
Steps. Advance to the Open Work Order - Maintenance Steps screen. |
|
F10 |
Labor. Advance to the Open Work Order - Labor Detail screen. |
|
F11 |
Unfold/Fold. Display or hide a second line of detail for each line item. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F15 (Shift + F3) |
Display Requisition. For future use. |
|
F18 (Shift + F6) |
Labor Description. Advance to the Open Work Order - Labor Description screen. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
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