Open/Update/Close
Work Order - Labor Detail
Program/Screen: WOCRTT/WOCRTTC3
Description:
Use this screen to enter the labor hours, labor rates, and labor codeUser-defined code that describes work performed. The code is entered on work orders to account for time spent repairing or maintaining equipment.s for a work order or work order quote. You can also enter outside labor and mileage charges on this screen.
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Navigation
Access this screen after the Maintenance Steps screen when creating or updating a work order or work order quote, or by pressing F10 from the Open/Update/Close Work Order - Header screen. Enter the mechanics who worked or will work on the work order along with their hours, labor rates, and labor codes. Press Page Down to enter more than two lines of labor. If outside labor was used or will be used, enter a description, cost, and purchase order number. Enter mileage charges for the mechanics if they have to travel to and from the repair site.
Unique Open/Update/Close Work Order Screens
Open/Update/Close Work Order - Launch
Open/Update/Close Work Order - Header
Labor Detail
Options
|
Option |
Description |
|
1 |
Search. Enter 1 in the Option field to search for a mechanic. |
|
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 manufacturer of the equipment.
Displays the manufacturer's model of the equipment.
Displays the equipment's serial number.
Enter the number of the mechanic who will or who has worked on the equipment. If you do not know the number, enter 1 in the Option field to the left to search for it.
Enter or accept the number of hours of labor to be billed for this mechanic. For internal work orders, this number should match the number entered in the Actual Hours field.
If the Key actual hrs in steps setting in control record WOCRT7 is set to Y, actual hours for a mechanic can be entered on the Maintenance Steps screen, and if the step for which hours were entered has flat hours associated with it, those hours can be set to automatically populate this Hours field based on control record RASTP1. For a customer-billed work order, the flat hours are billed to the customer, and the Actual Hours field holds the information on how many hours the mechanic actually spent on labor.
If the step for which hours were entered does not have flat hours associated with it, or hours were not entered on the Maintenance Steps screen, and this is a customer-billed work order, manually enter the amount of hours to bill the customer.
Displays the mechanic's name.
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Enter or accept the hourly rate for this mechanic. If this is an internal work order, the rate is the mechanic's internal rate. If this is a customer-billed work order, the rate is the mechanic's billing rate. This information defaults from the mechanic master record, but it can be changed.
Displays the amount calculated as Hours * Rate.
If
the Update maint $ in Eqp fl
setting is Y
in control record WOCRT7,
the extended labor amount on internal work orders updates information
in the equipment's master record.
Enter or accept the code that represents the type of labor that was or will be performed by the mechanic. If you do not know the code, press F4 to search for it. This information defaults from the work order header, but it can be changed.
Enter or accept the date the labor was performed.
Enter the actual hours of mechanic's time on this labor line. See the Hours field description above for more information on how to enter labor hours.
Actual
hours are used to calculate labor expense for the work order.
If the Enhanced WO Entry setting is set to Y in control record WOCRT7, and labor rates have been set up for the customer or equipment category/class that is on the work order, those rates are populated instead of the mechanic's rates. You can enter a rate type code of R (Regular), O (Overtime), or P (Premium) to pull in that corresponding rate from the labor rate file. If necessary, enter Option 8 on the labor line to get the new rate and recalculate extended charges.
Labor contracts and labor rates are set up in the Labor Rate Maintenance
and Labor Contract Maintenance programs.
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. 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 labor line 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 labor line. 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.
Enter or accept the code that represents the type of warranty claim associated with this labor line. If the claim type on the work order header is N, you can only enter N at the labor line level. Claim Type codes are:
-
N - None
-
D - Damage waiver covers claim
-
M - Claim reimbursed by manufacturer
-
S - Warranty for sold used equipment
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If applicable, enter a description for outside labor used on the work order.
Displays the amount of outside labor purchased. This field remains blank until you enter a valid purchase order number. If the work order is billable to a customer, this field is editable, and you can enter an amount that is marked up from the cost.
Enter or accept the cost for the outside labor. This field is populated when you enter a valid purchase order number. If you change it, the value in the Amount field changes to match.
Enter the number of the purchase order used to purchase the outside labor. If you do not know the number, press F4 to search for it.
Control
record WOCRTB can be
set to require a purchase order for outside labor.
If applicable, enter the number of miles traveled by the mechanics and the charge per mile.
If
this is a customer work order, and the Incl
mileage in sales setting in control record WOCRT7 is set to Y, the mileage charges are
included in sales amounts for taxing purposes.
Displays the total calculated mileage charge for the work order.
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. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F8 |
Steps. Advance to the Open Work Order - Maintenance Steps screen. |
|
F9 |
Parts. Advance to the Open Work Order - Parts screen. |
|
F11 |
Fold/Unfold. Hide or display a second line of detail for each labor entry. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F15 (Shift + F3) |
Cash Shipment. Advance to the Cash Shipment screen to enter shipment information for a cash customer. |
|
F18 (Shift + F6) |
Labor Description. Advance to the Open Work Order - Labor Description screen. |
|
F19 (Shift + F7) |
Print SMF. Print a Scheduled Maintenance Form for the entered equipment. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Labor Contract Maintenance
Labor Rates Maintenance
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