- PROMPT TO UPDATE REQUIREMENTS
- This parameter controls whether the operator is prompted to
update the rental availability status of equipment being serviced
when the W.O. is created.
UPDATE REQUIREMENTS DEFAULT
-
This Update Requirements Default status becomes the
default and can only be over-typed when the W.O. is created, if the
Prompt To Update Requirements in the Work Order setting is
active.
Note: The Release Work Order
Requirement utility can be used to later remove the requirement
restriction caused by a specific W.O. if required.
PROMPT FOR PRODUCT STATUS CODE
-
ALLOW SERVICE RECOMMENDATION
- Service instruction notes for specific non-bulk rental
equipment can be defined in Service
Recommendations, that will automatically display reminding
staff the next time the product is entered for service in Work Orders.
When a Service Recommendation detail is selected on the W.O. it is
included in the W.O. comments and the service detail is flagged as
closed in the recommendation file.
Any remaining open recommendation details will display again the
next time the product is entered for service on a W.O.
Service recommendations can also be added using Fast-Track Work Order Parts, or Fast-Track Work Order Labor for non-bulk rental
products on Work Orders for this division, by clicking the
SERVICE REC button.
- Check this box to activate the Service Recommendation feature
for Work Orders on non-bulk rental products for this division.
- Uncheck this box if this division does not utilize this
feature.
POST INTERNAL WORK ORDER LABOR TO GL
- Uncheck this box if the labor expense on internal Work Orders
does not need to be tracked separately, as the labor is already
expensed through your employees' time worked by payroll.
Check this box to post the labor expense on Internal Work Orders
for this Division to the G/L through the Rental Journal
Transaction Report in Daily Close 3
when the Internal Work Order is closed for
service on a Rental or Sales product.
This is an optional divisional posting feature for firms that need
to track cost recovery by division.
Define the G/L Posting Accounts to use for Work Orders labor transactions for this
Division:
- LABOR RECOVERY ACCOUNT
- The Credit is posted to this "Labor Recovery" G/L account for
the W.O. header Division for any Work
Order for this division, on the date when the W.O. was
closed.
LABOR EXPENSE ACCOUNT
- The corresponding Debit is posted to this "Labor Expense" G/L
account for Work Orders for this division,
but the posting division on the G/L expense transaction is defined
by the Owning Division per the Asset Tag of the non-bulk
rental equipment being serviced.
If the product being serviced is a sales part, or a bulk rental
with multiple tags with different divisions, the operator is
prompted for the Expense posting Division when the Internal W.O. is
closed.
Note: Both the W.O. division and the Fixed Asset Tag division
must be flagged in Divisions as G/L
posting divisions.
ADD SITE COMMENTS TO WORK ORDERS
- Check this box if the Comments associated with the Site Information should be included on the
Work Orders and the resulting W.O. Invoice
for this division.
The comments will be given a blank Maintenance Code.
Any Site Comments will need to be removed manually if the site on
the W.O. is changed.
Uncheck this box if site comments should not be pushed down to
Work Orders for this division.
PRINT DEFAULT ON AUTO-GENERATED W.O.s
- Check this box if the Print flag on a Work Order generated from
a Rental Return or from an Exchange by the
"Auto-generate W.O. on Return" flag defined on the Group, should
default to Yes in the Create Work Orders For
Returned Equipment window.
Uncheck this box if the Print flag on auto-generated Work Orders
should default to No.
DEFAULT DETAIL DATES TO HEADER
- Check this box if the Labor, Parts and Services details on a
Work Order should default from the date defined on the Work Order
header.
Uncheck this box if the Labor, Parts and Services details on a
Work Order should default to today's date.
This default can be over-typed on the document as
required.
WARRANTY IN EFFECT ALERT
- When a non-bulk rental product is put on a Work Order and there is a 'Warranty Expiry' date
that is still in effect set on the Asset Tag
Detail of the Rental Inventory, the
Warranty Expiry Information window is
triggered to alert the operator.
A second Warranty In Effect Alert is also
triggered in Add mode or in Change mode when the W.O. header for a
non-bulk rental product is completed.
This parameter can be used to customize the second alert for
Work Orders created for a non-bulk rental products for this
division.
Note: No warning is triggered if there is no 'Warranty Expiry'
date defined for the non-bulk product on the Asset Tag Detail.
AUTO WORK ORDER DIVISION MAPPING
- This parameter can be used to map the auto-generated Work
Orders created from this division by the Rental Return and by an Exchange By Contract, to your service Division and
Location instead of assigning the Contract's division and location
to the new W.O.
The source Contract# is written to the W.O. comment field for
reference.
- WORK ORDER DIVISION
- Enter a GL type division to assign to Work Orders auto-created
by this division or select one from the drop-down list.
- WORK ORDER LOCATION
- Enter an Inventory type location to assign to Work Orders
auto-created by this division or select one from the drop-down
list.
If no mapping has been defined for this division, then the
Division and Location assigned to the resulting W.O. default from
the Return Location, unless that Return Location is not G/L type
Division. Then the WO Division defaults from the source Contract
Division and the WO Location only defaults from the Return
Location.
CREATE WORK ORDER FROM CREATE CONTRACT
- This parameter can be activated to always create a new Work Order each time a new Contract is created for this division.
This feature would not be useful for standard rental divisions but
would be useful in a division that only rents a product like
Scaffolding, that requires a Work Order to
be generated to cover the labor of some service or setup.
The Work Order would also be useful to complete a pre-rent
check/inspection to ensure that the rental equipment is operational
and all accessories are attached.
A message is triggered to the screen to alert the operator when a
new W.O. is created and the source Contract# is written to the W.O.
comment field for reference.
- WORK ORDER DIVISION
- Enter a GL type division to assign to Work Orders created by
this division for new contracts or select one from the drop-down
list.
- WORK ORDER LOCATION
- Enter an Inventory type location to assign to Work Orders
created by this division for new contracts or select one from the
drop-down list.
- WORK ORDER MAKE/MODEL
- Enter a default generic product number for the Work Orders
created by this division for new contracts or select it from the
Product Search window.
DEFAULT POSTING TYPE
- Posting Type is a mandatory input field in Work Orders that is used to determine the G/L COGS
and Revenue posting accounts to use for parts used on this service
transaction.
This parameter can be used to set a default value, that can always
be changed on the document.
This default also applies to W.O.s created from the Create Maintenance Work Orders utility.
Select one of the default options in the radio group:
- Click 'Std Invc' to set the default posting value to
generate a standard W.O. Invoice when the W.O. is closed.
This Posting Type will post to the standard Cost Of Goods
Sold and Revenue Account defined in the Sales Product Class for parts used on the
W.O.
-
Click 'Cust Dmg' if most of the Work Orders processed
through this division are the result of Customer damage to your
fleet equipment and the Customer needs to pay for the damage.
This Posting Type will post to the Cost Of Goods Sold - Customer
Damage and Revenue Account - Customer Damage accounts
defined in the 'Work Order Posting Accounts' window of the Sales Product Class for parts used.
-
Click 'Cust Rep' if most of the Work Orders processed
through this division are generated to service or repair your
Customer's equipment and the customer will be billed.
This Posting Type will post to the Cost Of Goods Sold - Customer
Repair and Revenue Account - Customer Repair accounts
defined in the 'Work Order Posting Accounts' window of the Sales Product Class for parts used.
-
Click 'Internal' if most of the Work Orders processed
through this division are generated to service or repair your own
equipment.
This Posting Type will post to the standard Cost Of Goods
Sold and Revenue Account defined in the Sales Product Class for parts used in the
repair.
-
Click 'None' to force operators to select a 'Posting
Type' on Work Orders at this division as there is no default.
RENTAL RETURN WORK ORDER CUSTOMER
- Enter a default customer number to be assigned to an internal
Work Order for this division when the W.O. is generated from a
Rental Return or Exchange By Contract or an exchange by Close Pickup Ticket. to this division.
When the internal customer is assigned to the new Work Order in
place of the Contract customer, the contract site is not pushed to
the W.O. either.
If no default internal customer number is defined for a division
then the customer number and Site from the original Contract are
also assigned to the Work Order.
This default internal customer number also becomes the default
customer based on the operator's signed in division when creating
Work Orders from Create Maintenance Work
Orders.
Finished?
- Click OK to exit the window.
Note: Any changes made to the Work Order Parameters will not be
applied until the Division Parameters are
accepted.