Commercial |
The Commercial tab for internal rebuilds enables you to post commercial charges to work orders to rebuild parts to be returned to inventory. You cannot access the Commercial tab when you insert (open) a rebuild work order.
The charges to record the business that the vendor conducts with the organization are posted immediately.
For a list of all screens from which you can post charges to work orders, refer to Posting charges to work orders. Charges are posted the same way from each screen.
If you attempt to post commercial charges to a work order that has been closed, a message appears.
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, job status, part ID/suffix, current work delay, or work class, among other values. If you specify a cross-reference part ID and the system cannot find it, it searches for and displays the applicable part ID.
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 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 or that you are defining. The work order ID is composed of three parts: the location, year, and number. The location part of the field has a list box.
Job status
Job status of the work order. This field is display only. The job statuses are as follows:
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.
Current work delay
Identifier of the reason for the current work delay, if any, on the work order. The work delay description displays to the right of the ID. Display only from the Work delay ID field on the Delay tab.
Part ID
Identifier of the part. Display only from the Basic Info tab.
Part suffix
Suffix associated with the part ID, which distinguishes it from other parts with the same part ID. Display only from the Basic Info tab.
The New transactions screen group in the bottom section of this tab enables you to record information about vendor charges. Unless otherwise indicated, these fields are required.
Task ID
Identifier of the task that describes the vendor's 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. You cannot post indirect tasks to a work order.
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.
Task IDs are defined on the Data -> Shop Activity -> Setup -> Tasks -> Primary Information screen.
Date
Date that the labor was performed. When you type information in the Task ID field, the current system date displays in this field, but you can change it to an earlier date.
Vendor ID
Identifier of the parts vendor that supplied the part. If there is only one such vendor, that vendor’s ID displays in this field. Otherwise, this field has a list box. The vendor must be active and identified as a commercial vendor.
Active vendors have a check in the Active checkbox on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Commercial vendors have a check in the Equipment repair and PM (commercial) checkbox on the Functions tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Currency ID
Identifier of the currency used by the vendor. This field has a list box. This field is optional.
Reversal
If this field has a check, the charges posted in this entry are reversed from the work order.
Labor cost
Cost of labor provided by the vendor (including sales tax, if any). If the Labor cost field on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen specifies a flat rate for the task ID, that value displays in this field.
The Work Orders - More Info tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies the maximum dollar amount, if any, that may be entered for labor costs.
If there is a check in the Specify markups by location/Commercial labor on the Rates and Markups tab of the Data -> Shop Activity -> Setup -> Options screen, the markups specified in the Markup percentages/Commercial labor/Internal field on the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen are applied to this cost.
Labor cost taxable
If this field has a check, the labor cost is subject to an appropriate sales tax that the system added to the Labor cost field. If 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, this field is checked automatically, but you can remove it.
Sales tax rate
If there is a check in the Labor cost taxable field, this field displays the sales tax rate for commercial labor. This field supports two digits to the left of the decimal and four digits to the right. It is display only.
The following fields are searched, in order, and the first rate found is displayed. If all the fields are blank, a sales tax is not added to the charges.
Sales tax rate for the location, specified in the Sales tax rate field on the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Sales tax rate for the vendor, specified in the Sales tax rate field on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen. This is the sales tax rate (as a percentage) for the vendor of the line item.
System-wide sales tax rate (as a percentage) specified in the Sales tax rate field on Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Sales tax settings are specified on the Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Labor hours
Number of hours required to perform the task. May be either a positive or negative number. (Use a negative number to reverse an entry.) Optional.
Parts cost
Cost of parts provided by the vendor (including sales tax, if any).
If the Labor cost field on the Data -> Purchasing -> Vendor Contracts -> Commercial Work screen specifies a flat rate for the task ID, that value displays in this field.
If there is a check in the Specify markups by location/Commercial parts on the Rates and Markups tab of the Data -> Shop Activity -> Setup -> Options screen, the markups specified in the Markup percentages/Commercial parts/Internal field on the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen are applied to this cost.
The Work Orders - More Info tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies the maximum dollar amount, if any, that may be entered for part costs.
Parts cost taxable
If this field has a check, the parts cost is subject to an appropriate sales tax that the system added to the Parts cost field.
If 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, this field is checked automatically, but you can remove it.
Sales tax rate
If there is a check in the Parts cost taxable field, this field displays the sales tax rate for commercial parts. This field supports two digits to the left of the decimal and four digits to the right. It is display only.
The following fields are searched, in order, and the first rate found is displayed. If all the fields are blank, a sales tax is not added to the charges.
Sales tax rate for the location, specified in the Sales tax rate field on the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Sales tax rate for the vendor, specified in the Sales tax rate field on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen. This is the sales tax rate (as a percentage) for the vendor of the line item.
System-wide sales tax rate (as a percentage) specified by the Sales tax rate field on Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Miscellaneous cost
Other costs that cannot be categorized as either labor or parts. This field is optional. The Work Orders - More Info tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies the maximum dollar amount, if any, that may be entered for miscellaneous costs.
Note: Miscellaneous costs are stored in the CML_MAIN table in the MISC_COST column.
Misc cost taxable
If this field has a check, miscellaneous costs are subject to an appropriate sales tax that the application added to the Miscellaneous cost field.
If 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, a check displays in this field automatically, but you can remove it.
Sales tax rate
If there is a check in the Misc cost taxable field, this field displays the sales tax rate for miscellaneous costs. This field supports two digits to the left of the decimal and four digits to the right. It is display only.
The following fields are searched, in order, and the first rate found is displayed. If all the fields are blank, a sales tax is not added to the charges.
Sales tax rate for the location, specified in the Sales tax rate field on the Rates and Markups tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Sales tax rate for the vendor, specified in the Sales tax rate field on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen. This is the sales tax rate (as a percentage) for the vendor of the line item.
System-wide sales tax rate (as a percentage) specified in the Sales tax rate field on Currency/Sales Tax Setup tab of the Data -> Setup -> Options screen.
Vendor invoice
Vendor’s invoice number. The maximum field length is 20 characters. This field is optional.
Vendor work order
Identifier of the vendor’s work order. This field is optional.
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’s account to charge for the labor. This field has a list box. This field displays the account ID assigned to the work order on the Basic Info tab, but you can change it. 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. When you assign an account ID, it must have a status of ACTIVE.
The Account ID field on the Edit Criteria - General tab of the Data -> Setup -> Options screen specifies whether information in this field is required, optional, or not required. Account IDs and their statuses are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Accounts -> Primary Information screen.
Invoice date
The vendor invoice date in MM/DD/YYYY format. The date may not be later than the current system date, but it may be later than the date the work order was finished or closed. This field is optional.
Acctg prefix
Accounting prefix. Maximum field length is 10 characters. This field is optional.
Miscellaneous 1, 2, 3, and 4
Text fields that you may use however you want. Each field is a maximum of 30 characters. This field is optional.
Fiscal year
Designated fiscal year. Maximum field length is six alphanumeric characters. This field is optional.
Document number
Document number, if any. Maximum field length is 30 characters. This field is optional.
Cost posted
The total cost of parts for the transactions in the Posted transactions screen group.
Displaying __ of __ rows
Counter indicating the number of transaction lines currently displayed out of the total number of transaction records available.
The number of rows that display on an initial Get Data is specified in the Number of work order posting rows to display initially field on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. If you belong to two user groups with different values for the maximum number of rows to display, this field displays the higher number of rows allowed between the two user groups.
Show more
When you click the Show more button, the number of rows displayed increases by the user group parameter specified on the Special Rights tab of the System Mgmt -> Setup -> Access Rights -> User Groups screen. If the parameter is zero, the number of rows displayed increases by 20.
Show all
When you click the Show all button, all transaction records are retrieved, to a maximum of 200 rows. Unless otherwise specified, the records display in descending date order.
Sort by:
Date desc
If the Date desc field has a check, the records are sorted in descending order by labor date. If this field is blank, records are listed in numerical order by row ID.
Task asc
If the Task asc field has a check, the records are sorted in ascending task ID order. If this field is blank, records are listed in numerical order by row ID.
The Posted transactions screen group displays all the transactions associated with the specified work order. All fields are display only.
Task ID
Identifier of the task that describes the vendor's labor.
Date
Date that the labor was performed.
Vendor ID
Identifier of the parts vendor that supplied the part.
Currency ID
Identifier of the currency used by the vendor.
Vendor contract ID
Identifier of the vendor contract under which the work was ordered.
Reversal
If this field has a check, the charges posted to this entry were reversed from the work order.
Labor cost
Cost of labor provided by the vendor (including sales tax, if any).
Labor cost taxable
If this field has a check, the labor cost is subject to a sales tax that was added to the Labor cost field.
If 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, a check displays in this field, but you can remove it.
Sales tax rate
If there is a check in the Labor cost taxable field, this field displays the sales tax rate for commercial labor.
Parts cost
Cost of parts provided by the vendor (including sales tax, if any).
Parts cost taxable
If this field has a check, the parts cost was subject to a sales tax that was added to the Parts cost field.
Sales tax rate
If there is a check in the Parts cost taxable field, this field displays the sales tax rate for commercial parts.
Miscellaneous cost
Other costs that cannot be categorized as either labor or parts.
Misc cost taxable
If this field has a check, the miscellaneous cost is subject to an appropriate sales tax that the system added to the Miscellaneous cost field.
Sales tax rate
The sales tax rate for miscellaneous costs, if applicable.
Tax amount
Total tax amount (labor, parts, and miscellaneous).
Note: Effective with Release 12.1, commercial work labor and parts tax and markup data are stored on CML_MAIN in separate database fields. Test all custom reports and interfaces affected by this change to ensure that they work as expected.
Markup amount
Total markup amount (labor and parts). There is no markup on miscellaneous costs.
Parts markup = (parts cost * location parts markup rate) + ((parts cost + location parts markup amount) * department parts markup rate)
Labor markup = (labor cost * location labor markup rate) + ((labor cost + location labor markup amount) * department labor markup rate)
Note: Effective with Release 12.1, commercial work labor and parts tax and markup data are stored on CML_MAIN in separate database fields. Test all custom reports and interfaces affected by this change to ensure that they work as expected.
Vendor invoice
Vendor’s invoice number.
Vendor work order
Identifier of the vendor’s work order.
Account ID
Identifier of the general accounting system’s account to charge for the labor.
Invoice date
Vendor invoice date in MM/DD/YYYY format.
Acctg prefix
Accounting prefix.
Miscellaneous 1, 2, 3, and 4
Text fields.
Fiscal year
Designated fiscal year.
Document number
Document number, if any.