The tunable Estimate and W.O. Parameters can be accessed from
the window in the Company Parameters.
The following company wide settings are used in Work Order Estimates and/or in Work Orders.
Check this box to activate this comparison of the document
totals when Work Orders converted from an existing Estimate are
invoiced.
The printed invoice matches the original estimate, and is actually
a copy of the estimate but the document is labelled an INVOICE.
Uncheck this box to skip the Estimate/Work Order billing comparison.
Note: This processing is not easily compatible if the automatic EPA and SS services are used, as these services work on a percentage as defined in Environmental Protection Act/Shop Supplies that could make discrepancies difficult to reconcile.
Check this box to activate a check for any sales parts that are
listed on multiple separate detail lines in Work Order Estimates, in Work
Orders, and in Fast-Track Work Order
Parts.
A warning about any multiple detail lines is triggered when the
operator exits the Parts window in document entry.
This is an alert only, and does not prevent multiple product
details on the document.
Uncheck this box to omit this check and the warning.
Check this box to allow multiple Work Orders for all
equipment.
Uncheck this box to prevent a new W.O. from being created for a
Non-Bulk product if an open Work Order already exists.
Note: This flag does not prevent a Credit W.O. from being created in Create Credit Work Order.
Check this box to provide the ability to assign an optional
repair code in the Rep field on each labor, parts, services,
and comments record, in Work Orders and
Work Orders Parts.
The repair code must be a valid code in Repair/Maintenance Codes.
The Work Order Comments window will then be sorted by repair
code, with a window to view and maintain comments by repair code as
outlined in W.O. Comments by Repair
Code.
Repair History Inquiries/Reports will provide cost
breakdowns by Repair Code in the inquiries and reports.
Uncheck this box to allow Work Orders to be closed even if there
are sales parts that are still Back Ordered or outstanding on a
P.O.
Any Back Ordered parts are NOT billed on the invoice, as they were
not actually used.
Check this box to prevent Invoice details including the
products, services, and payment information, from being displayed
when an Estimate or a W.O. is closed and an On Account W.O. Invoice
is created.
When the invoice details are suppressed, the feature to
automatically print any unprinted On Account invoices should be
activated in the Daily Close, as controlled by division in the
Print Invoices in Daily Close setting in the Divisional Invoice Parameters.
Uncheck this box to always display the W.O. invoice details,
even though they cannot be changed.
Note: Cash customer invoices will always be displayed as payment information needs to be entered.
Window to setup the service codes as outlined in Environmental Protection Act/Shop Supplies.
If all of this criteria is NOT met, then the W.O. will not be closed and the labour will just be added to the open Work Order, and the Status Code will only be changed if the new status does "not allow rent".
Note: This processing respects the Prevent Invoicing Of Work Orders With Parts On Back Order control as explained above.
Uncheck this box if Work Orders should never be automatically closed as internal repairs from the Fast Track Work Order Labor utility, and the W.O. must always be closed manually in Work Orders to a repair, to an addition, or to an invoice.
Uncheck this box if the W.O. division should not be changed when a Location Transfer is created from Texada Web Dispatch.
Refer to Logistics for more details on this Transfer feature.
Uncheck this box if the current location quantity should not be checked when a Location Transfer is created from Texada Web Dispatch.
A warning log is generated when Work Orders can not be transferred and then the non-bulk products remain on the Transfer as not shipped, if:
When this processing is activated a prompt in the 'Confirmation
Screen' when the Receive Internal Branch
Transfers details are accepted to also "Transfer WO's of
non-bulk rentals where possible?".
When this transfer Work Order option is selected, the Location on
all open eligible Work Orders for non-bulk
rental products on the transfer will be updated to match the
receiving Location of the Inventory Transfer.
A warning log is generated and Work Orders will not be transferred if:
Note: The Location is updated on the W.O. by the transfer, but the Division on the Work Order does not change.
Check this box to display the "Transfer WO's of non-bulk
rentals where possible?" option on the 'Confirmation Screen'
when the Receive Internal Branch Transfers
are accepted.
Uncheck this box if this transfer Work Orders option should not be
provided.
Check this box if your firm uses a third-party to service
equipment on Work Orders and the external date out and date due
back should be captured on the W.O.
Uncheck this box if your firm does not track dates for third-party
service. The two external dates are then suppressed on the W.O.
header and on the reports.
To avoid irrelevant warnings and restrictions using the "External Repair Customer” set this special customer up in Customer Information as On Account, no Rental Limit, no Credit Limit, 100% Rental Discount, 100% Trade Discount, no Statement output, no PO required, no Damage Waiver requirement, no limiting Credit Rating, no Tax (NTX), and Ignore Auto Service = ALL.
When the service is completed and the equipment is returned, the contract for the “External Repair Customer” can be closed through one of the following Rental Return options:
Note: Kits, SSL, Availability checking and Over-booking still apply on Contract entry and will need to be handled on a case by case basis if the equipment requires external service.
Check this box to always default this prompt to delete the
estimate.
This can be over-typed as required.
If the estimate is deleted, the Invoice per Estimate
Processing cannot be used, and the deleted Estimate does not
appear in any estimate history inquiry information.
Uncheck this box to default this prompt to save the
estimate.
This can be over-typed as required.
Note: Any Estimate that is converted directly to an Invoice from Work Order Estimates is always automatically deleted without prompting.
Uncheck this box so that when an Estimate is converted to a W.O.
the labor is converted, and any parts are converted to the W.O. as
committed as long as there is sufficient quantity.
When the parts are converted to the W.O. as committed, if the part
has insufficient quantities to meet the requirements a warning is
triggered and the parts are backordered.
Note: This parameter does not apply when the Estimate is converted directly to a W.O. Invoice instead of to a Work Order.
Note: Any changes made to these parameters will not be applied until the Company Parameters are accepted.
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