Work Order Services
Work Order Menu -> Work Orders
-> Services window -> Work Order Services
Work Order Menu -> Work Order
Estimates -> Services window -> Work Order
Services
Texada Web Stand-Alone Menu -> FL-
Work Orders -> FL - Work Order Services
Initially when a new W.O. is created all eligible services
defined as type W (Work Order) and type A (All documents) are
displayed with the appropriate defaults in the Service Codes window.
This occurs only in ADD mode the first time that the service window
is opened.
Click EXP/CON or press the <F9> to display the
Repair Code description and the Tax information.
Service code records can be modified or deleted and additional
services can be added.
If the window is re-accessed after the initial selection has
been made or in Change mode, only the selected services will
re-display.
Additional services can always be added.
- EPA and SS Fees on Labor:
- If the EPA and SS service feature is activated, these services
will automatically be included in the services list with the
calculated charge.
If the labor charges are changed on the Estimate or Work Order,
these service charges will recalculate accordingly.
Refer to Environmental Protection Act/Shop
Supplies for more details on this billing feature.
Note: Any services that automatically default to the Work Order
such as Carbon Tax, Restocking Fee, EPA, SS, or Rounding, are added
as of the current date and date range control is not checked.
If split billing applies to the W.O. the services that are
automatically added default to be billed to the customer. These can
be manually changed as required.
The prompts for the service code records include:
-
- SEQ#
- The sequence numbers track the number of service records.
Multiple services may be selected on a Work Order.
e.g. Shop Supplies, Pickup and Cleaning.
ADD
- This column is only displayed when the Services window is
initially opened when creating the Work Order.
Services flagged to default to the document will already by
checked.
Check this box for all services that should be charged on this
Work Order.
Uncheck this box for any services that do not apply to this
W.O.
SERVICE CODE
- The order that the services appear is determined by the Service
Code number assigned to that service in Service Codes.
e.g. Service Code 1 precedes code 3, etc.
For convenience, the most frequently used services should be
organized in Service Codes so that they
appear at the top of the list.
DESCRIPTION
- The service description prints on the invoice.
REP
- The Repair Code field is enabled if the processing to
Prompt For Maintenance Codes On Work Order Details is
activated in Company Estimate and W.O.
Parameters.
A different repair code can be linked to each service record as it
is added to the W.O.
Enter the appropriate Repair Code or select one from the Maintenance Code Search window.
When a Repair Code is assigned to a Labor/Parts/Service detail
on the W.O. a Comment line for this Repair Code is automatically
created in the W.O. Comments By Repair
Codes where detail notes can be added.
QUANTITY
- If applicable, type in the quantity used.
e.g. The number of kilometres charged for travel to complete the
repair.
The service Quantity and the rate Each print on
the Work Order.
Note: If this service does not 'prompt for a quantity' as setup
in Service Codes, then each amount becomes
the Extended amount and the resulting document does not show a
quantity on the printed form (leaves a blank) in the quantity
field.
EACH
- Type in the rate per unit or charge each.
SELECT ITEMS FOR TRACKING Window:
- This window only appears if the W.O. is for a non-bulk primary
asset that is associated with a component kit in Power Kit Components.
The window lists the primary asset and each of the kit
components.
Select which of the primary or components is to be updated for this
service record.
EXTENDED
- This is the total charge for this service.
DATE
- A flag in the Divisional Work Order
Parameters can be set to control whether the Labor, Parts and
Services details on a Work Order, default from the date defined on
the Work Order header, or to today's date.
The default date on the details can be over-typed as required.
Accept the default date, or type in the date the service was
entered on the Work Order. This date prints on the W.O. detail.
If date control is activated for the operator, this date must be
within the current Date Range allowed for "WOWH" WORK ORDERS as set
in Date Range Control.
SPLIT BILLING Window
- If Split Billing was indicated on the header of the Work Order,
the distribution of this labor charge detail between
internal/customer/warranty can be defined in the window, as
outlined in Split Billing.
Note: If a service is to be charged to a warranty claim, a valid
Warranty Revenue account must be assigned to the service code in
Service Codes.
Expanded Service Detail
- Click EXP/CON or press <F9> to display the
Repair Code description and Tax information.
FINISHED?
- Click ACCEPT to exit the window.
Topic Keyword: WOWH01B (3917)