Open/Update/Close
Work Order - Parts Detail
Program/Screen: WOCRTT/WOCRTT50
Description:
Use this screen to review and modify certain details for the part used on the work order. If the part is coming from truck stock, enter the number of the truck from which it was taken to relieve inventory directly from the truck.
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Navigation
Access this screen by entering 2 in the Option field for a part on the Open/Update/Close Work Order - Parts screen. Review details for the part number. If necessary, modify information such as the quantity, claim type, and labor code. You can also enter line item comments for the part. If the part is coming from truck stock, enter the number of the truck from which it was taken to relieve inventory directly from the truck. Press Enter to return to the Parts screen.
Unique Open/Update/Close Work Order Screens
Open/Update/Close Work Order - Launch
Open/Update/Close Work Order - Header
Parts Detail
Additional Program Screens
Parts/Merchandise Search - Availability by Location
Fields
Displays the unique number assigned to the item.
Displays the stock class in which the part falls.
Displays the manufacturer's number assigned to the item.
If applicable, this field displays the UPC number assigned to the item.
Displays the code associated with the UPC number. Two codes are supported, and the default code is UP.
Displays the description of the part.
Enter or accept the quantity of the part needed for the work order.
Displays the available quantity of the part.
Enter or accept the quantity of the part that was used on the work order or will be shipped for the work order.
If applicable, enter or accept the quantity that is back ordered for the part. This is typically the difference between the Order Quantity and the Ship Quantity.
If
Automatic Requisitions is
turned on in control record WOCRT6,
and there is not enough quantity on hand to satisfy the needs of the
work order, the Requisition Entry
program is launched after work order entry is complete.
If the system is set to enable back orders in control record WOSLSP, indicate whether you want to back order the quantity in the Back Order Quantity field.
Enter or accept 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.
Enter the percentage of discount you are giving the customer on this part. On an internal work order, this field is view-only.
Displays the part's cost.
Displays the amount calculated as Ship Quantity * Sell Price and whether it is subject to tax.
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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 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.
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 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.
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 part is being taken from truck stock, enter the number of the truck from which it was taken. If you do not know the number, press F4 to search for it.
Enter comments that print on the work order under the item number. These comments are an effective way to record information for non-charge items and discounted rates.
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. |
|
F3 |
Exit. Exit the page or program. |
|
F7 |
Parts Availability. Advance to the Parts/Merchandise Search - Availability by Location screen to review on-hand quantities for the part in all locations. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F18 (Shift + F6) |
Labor Description. Advance to the Open Work Order - Labor Description screen. |
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