Commercial |
The Commercial screen enables you to post a commercial charge across multiple work orders simultaneously.
Note: Use the Data -> Equipment Activity -> Multi-unit Projects -> Primary Information screen to manage campaigns and other major work that must be performed separately across a large number of equipment units.
The Commercial screen has one tab, Basic Info.
Commercial charges to be apportioned across the selected items
Parent work order ID
Identifier of the multiple equipment work order currently selected in the grid or that you are inserting (opening). This field is required.
The work order ID is composed of three parts:
Location identifier of the
shop to which the work order is assigned. Defaults to the location
ID in the user's Session location
ID field on the Basic Info tab of the System Management -> Setup -> Access
Rights -> Users
screen. This field has a list
box of locations that the user has access to as defined on the
System Mgmt -> Setup -> Access
Rights -> Rights Templates -> Location
Access Template screen. The location must support work
orders.
If there is a check in the Require
match between work order location and equipment access rights location
field on the Options tab of the Data
-> Shop Activity -> Setup -> Options
screen, it must be the equipment ID's access rights location ID specified
on the Locations tab of the Data
-> Equipment Units -> Fleet
Equipment screen.
Calendar year in which the work order was opened.
Sequential number in the range from 1 to 9999999.
When you insert (open) a new parent work order, you can assign a work order ID manually or you can let the application assign the work order ID for you. To have the application assign the work order ID, type the location ID where the work order will be filled. The current year fills in automatically and the next sequential number available at that shop is assigned. To change the number, type another number over it.
Vendor ID
Identifier of the commercial vendor. This field has a list box. This field is required.
Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Task ID
Identifier of the task. This field has a list box. The task ID must consist of valid bar code characters only. You may not post indirect tasks to a work order. Required.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
Note: The task may not be defined as a PM TASK.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Work accomplished code
Code associated with the task ID for the work accomplished. It provides more detail about the work performed in relation to the task. This field has a list box. This field is optional.
Date
Date (in MMDDYYYY format) that the commercial charge was posted to the work order. Defaults to the current date, but you can change it. Must be later than the date that the multiple equipment work order was opened and later than the date and time in for the selected work order.
Tip: If labor, parts, or commercial charges are posted to a work order in WORK FINISHED status, the posting date defaults to the date the work was finished. If labor, parts, or commercial charges are posted to a work order in OPEN status, the posting date defaults to the current date.
Labor cost
Cost of the labor, in dollars. Must be greater than or equal to zero. This field is optional.
Taxable: If this field has a check, the labor cost is taxable. This field is optional.
Tip: This field is checked automatically if you specify a vendor and there is a check in the Sales tax computed automatically for: Commercial labor field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Note: You must specify a work order location to enable the application to determine the tax rate.
Rate: Sales tax rate for vendor labor. This field is display only.The sales tax rate for vendor labor is specified on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen.
Parts cost
Cost of the parts, in dollars. Must be greater than or equal to zero. This field is optional.
Taxable: If this field has a check, the parts cost is taxable. This field is optional.
Tip: This field is checked automatically if you specify a vendor and there is a check in the Sales tax computed automatically for: Commercial parts field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Note: You must specify a work order location to enable the application to determine the tax rate.
Rate: Sales tax rate for vendor parts. This field is display only. The sales tax rate for vendor parts is specified on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen.
Miscellaneous cost
Cost, in dollars, of items not covered in either the parts or labor category. May be less than zero. This field is optional.
Taxable: If this field has a check, the miscellaneous cost is taxable. This field is optional.
Tip: This field is checked automatically if you specify a vendor and there is a check in the Sales tax computed automatically for: Commercial misc field on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Note: You must specify a work order location to enable the application to determine the tax rate.
Rate: Sales tax rate for miscellaneous costs. This field is display only. The sales tax rate for miscellaneous costs is specified on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen.
Total cost
Sum of the parts, labor, and miscellaneous costs. Display only.
Vendor contract ID
Identifier of the vendor contract under which the work was ordered. This field has a list box of contract IDs that are current, valid for the vendor on the transaction, and have money remaining on the contract.
Required if there is a check in the Require vendor contract ID when posting work field on the Options tab of the Data -> Shop Activity -> Setup -> Options screen. Otherwise, optional.
Vendor contract IDs are recorded on the Basic Info tab of the Data -> Purchasing-> Vendor Contracts -> Contracts screen.
Contract line item ID
Identifier of the line item associated with the vendor contract. This field has a list box. This field is optional. Vendor contract line item IDs are recorded on the Contract Line Items tab of the Data -> Purchasing -> Vendor Contracts -> Contracts screen.
Account ID
Identifier of the general accounting system account associated with the labor. This field populates automatically when the parent work order ID is specified. This field has a list box. The Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether this information is required, optional, or not required.
If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.
Vendor invoice
Vendor invoice number. The maximum field length is 20 characters. This field is optional.
Vendor work order
Identifier of the vendor work order. The maximum field length is eight characters. This field is optional.
Invoice Date
Date of the invoice.
Fail/Cause ID
Identifier of the reason that the part failed or needed to be replaced. This field has a list box.
No parts needed
Indicates that no parts are needed for this work order.
Reversal
A check in this field reverses the charges posted in this entry from the work order.
Comment to apply to selected rows
Text-only field for comments that apply to the work orders specified in the screen group.
Select all
If this field has a check, commercial charges are posted to all the work orders in the screen group table below.
Select
If this field has a check, the commercial charge is posted to the work order in this row.
Equipment ID
Identifier of the equipment unit. This field populates automatically when the parent work order ID is specified. This field is display only.
Work order ID
Identifier of the child work order. This field populates automatically when the parent work order ID is specified. This field is display only.
Comments
Text-only field for comments about the work order. This field is optional.
Position ID
Identifier of the position of the equipment unit. This field has a list box. Required if there is a check in the Requires positional information field on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen. Otherwise, optional.
Service request ID
Identifier of the service request assigned to the work order. This field has a list box. This field is optional.
Linear multi-asset work order support:
The following columns are the parameters that provide support for multi-asset work orders. These values are defined in the database.
From marker ID
From segment ID
To marker ID
To segment ID
To offset