Charge Details |
The Charge Details tab displays details of all labor and parts charges, and commercial charges on selected work orders. An advantage of this tab, which is not available on other work order screens, is that you can view and update information related to PM tasks.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on work order location ID/year/number, equipment ID, job status, job type, PM service, and employee ID, among other values. If you filter on PM service, PM and inspection services on repair orders and additional services on PM orders will also be retrieved.
Detail View Header
The fields in the top section of this tab define the data that displays.
Work order ID
Identifier of the work order currently selected in the grid. The work order ID is composed of three parts: location, year, and number. The location part of the field has a list box.
Equipment ID
Identifier of the equipment unit on the work order currently selected in the grid. Display only. The unit’s year, manufacturer, model, meter readings, and description display in the field below the ID.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
Current work delay ID
Identifier of the reason for the current work delay, if any, on the work order. The information displays from the Work delay ID field on the Delay tab of the Data -> Shop Activity -> Work Order Center screen. The work delay description displays to the right of the ID.
Job status
Job status of the work order.
OPEN: The work on the work order has not yet been completed.
WORK FINISHED: Shop personnel have completed the work and placed a check in the Date and time finished field on the Basic Info tab for this work order.
CLOSED: The work order is no longer open.
PENDING: Work has not yet started on this work order.
License number
License number of the equipment unit (if any). Display-only from the Registration tab of the Data –> Equipment Units -> Fleet Equipment screen.
Detail View
The unlabeled field at the bottom of this tab displays details about the work order charges. This information is display only and includes general information (work order ID; job status; open and close dates; job type; equipment ID and description; meter 1 and 2 readings; department and description), charges by task, and total charges. The charges by task include the labor summary (employee, hours and cost), parts summary (part ID, quantity, and cost), and the vendor summary (vendor ID, labor cost, and parts cost). The total charges include labor hours and cost; parts issued and cost; and vendor labor and parts. The name of the employee who posted the charges is also displayed. Work accomplished code (WAC) and description, if any, display for tasks, charge lines for labor, charge lines for parts, and charge lines for commercial.
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See Also