Labor |
The Labor tab enables you to display and post charges to work orders for employee labor. (To post the time charges, the work order must be open.)
Tip: To limit the display of information in the grid and maximize performance, use the filter. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. You can sort on work order information, from/to start date, equipment ID, repair reason ID, job status, capital project ID, and task ID, among other values. If you specify a range, any record that crosses any part of that range will be displayed. You can also use the sort button to arrange the order in which work order IDs are listed. If you do not specify a sort sequence, IDs are listed in descending order by the Date and time in field (specified on the Basic Info tab).
The Work Order Planning screen supports location level and department-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The fields in the top section of this tab define the data that displays. Unless otherwise indicated, these fields are required.
Work order ID
Identifier of the work order currently selected in the grid or that you are inserting (opening). The work order ID is composed of three parts:
Identifier of the shop location to which the work order is assigned.
Calendar year of the opening of the work order.
Sequential number in the range from 1 to 9999999.
When you insert (open) a new work order, this field populates automatically with the session location ID specified on the Basic Info tab of the System Management -> Setup -> Access Rights -> Users screen, the current year, and the next sequential number available at the shop. To change this number, type another number over it.
Equipment ID
Identifier of the equipment unit. Display-only from the Equipment ID field in the bottom section of the tab.
Data in the fields on the bottom section of this tab define information about the work orders labor. Unless otherwise indicated, these fields are required.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save. You may not delete a work order if: employees are currently assigned; service requests are currently assigned; there are posted costs or delay hours or the work order is currently in DELAY status; there are incomplete part requests; or the work order is currently on a capital project.
Task ID
Identifier of the task that describes the labor. This field has a list box of IDs that have a check in the Active field on the Basic Info tab of the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen, which indicates you can post charges to the task. May not be a PM TASK, INDIRECT, or GENERAL task. You may not use a REPAIR task on a PM work order or a PM task on a REPAIR work order unless the applicable setting has been enabled.
Note: A work order need not be approved to use tasks on a planned posting.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen. Whether repair tasks are permitted on PM orders or PM services are permitted on repair orders is specified on the Options tab of the Data -> Shop Activity -> Setup -> Options screen.
Labor hours
Number of hours of labor needed to perform the task, to the nearest hundredth of an hour. The field format is 7.2 (seven digits before the decimal; two after). Must be greater than zero.
Employee ID
Identifier of the employee performing the work. This field has a list box, limited to employees who can change time and are assigned to the location (or support the location). Optional.
The locations that an employee supports are defined on the Assignment Info tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.
Crew ID
Identifier of the crew assigned to the task. Does not need to be the crew to which the employee is assigned. This field has a list box. This field is optional.
Crews and crew IDs are defined on the Basic Info tab of the Data > Shop Activity > Setup > Crews screen.
Skill type
Special skill or training required in order for the employee to perform the task on equipment units in the class. This field has a list box. This field is optional.
Employee skill types are recorded on the Skills tab of the Data -> Shop Activity -> Setup -> Employees -> Primary Information screen.
Quantity of technicians
Number of technicians required to perform the task on equipment units in the class. Must be greater than or equal to zero. This field is optional.
Labor rate
Employee labor rate per hour. Must be greater than or equal to zero. Labor cost calculation includes the sales tax and markups that are applied when posting to work orders.
The flat rate and hourly rate labor charges for tasks are specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.
Cost
Cost of employee labor rate, based on existing labor rules. Includes the sales tax, and markups may be applied when posting to an actual work order. Must be greater than or equal to zero.
Account ID
Identifier of the account to charge for the equipment unit's billing. This field has a list box. Required if there is a check (ü) in the Require entry of account ID on work orders and tasks field on the Data -> Shop Activity -> Setup -> Repair Reasons -> Primary Information screen. For labor, part, and commercial postings, the ID defaults from the task. If the task is not yet on the work order, the ID defaults from the work order. If the repair reason is M (Capital), the ID must be entered manually.
When you assign an account ID, it must have a status of ACTIVE. Account IDs and their status are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Financial project code
Financial project codes can be used to better track fine-grained accounting costs and/or project initiatives used by the organization.
Comments
Free-form text field in which to type comments regarding the task. The maximum field length is 60 characters. This field is optional.
Position ID
Identifier of the part's position. This field has a list box. Required if labor, parts, or commercial entries are being posted to a work order for an equipment unit whose class for resources requires that a position ID be entered. Otherwise, optional.
Position IDs are defined on the Data -> Equipment Units -> Setup -> Positions screen. The position ID requirement for an equipment class is specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen.
Shift ID
The shift during which the labor is performed. This field has a list box. This field is optional.
Shifts and shift IDs are defined on the Data -> Shop Activity -> Setup -> Shifts screen.
Service request ID
Identifier of the service request. Does not need to be assigned to the work order. This field has a list box. This field is optional.