Summary Cost Info |
The Summary Cost Info tab summarizes information related to work order costs. Summary cost details are in the JOB_MAIN table to enable easy reporting. Hours of downtime are included in the summary, and you can change them on this tab if you have the proper authorization.
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. You may not add a multi-unit work order ID to an existing PLANNING work order.
Equipment ID
Identifier of the equipment unit. Display-only from the Equipment ID field in the bottom section of the tab.
The text box in the bottom section of this tab displays summary information related to the work order. It is display only.
Tip: Hour details are maintained in the JOB_MAIN table as LABOR_HOURS and DELAY_HOURS. Cost details are maintained in the JOB_MAIN table as LABOR_COST, PARTS_COST, COMML_COST, and TOTAL_COST. Total tax and total markup data are stored on CML_MAIN.
Charges are calculated from details
Check this box to enable locking the Total fields. This calculates and sets the totals based on current charges (labor, parts, commercial, and tool usage), and continues to update these fields when more detail cost changes are made. Unchecking this field no longer updates these values on cost detail changes. This box is enabled by default when editing the record.
The Summary information text box displays the following information:
LABOR HOURS: Actual number of labor hours completed on the work order to date.
LABOR COSTS: Actual cost of labor hours accrued on the work order to date. This includes markups.
Note: The system supports reversing and reposting the flat rate labor charge specified on the Basic Info tab of the Data -> Equipment Units -> Setup -> Equipment Class -> Class/Task Information screen. If the total hours posted to the task ID on the work order are reversed to zero, the cost is reversed. If the total hours posted are greater than zero, the flat rate is (re)posted.
PARTS COSTS: Actual cost of parts installed for the work order to date. This includes markups.
COMMERCIAL COSTS: Actual commercial costs accrued on the work order to date. Includes markups, base charges, and taxes.
TOOL/USAGE CHARGES: Charges associated with the tool's use.
TOTAL WORK ORDER CHARGES: Sum of all charges to the work order.