Path: Organization > Contract / Work Order Type
The Work Order Type Tab determines the chargeable percentages for non-default Types. Use the Tab to specify Work Order Types that are exceptions to the base Contract but might be performed at some time. If Labor, Parts, or Other charges do not apply to these additional Types, no entry is needed on the window.
Work Order Type Details
You can mark up or discount the charges. The default is null and requires that you add a value — even if it is 0.00, which indicates no markup. To add additional markup to labor, parts, or other, edit the line and include the percentage desired. To discount the charge, use negative numbers, such as -20 for a 20% discount.
If details from the Contract Item and Services Tabs of the Contract window do not have a corresponding match on the Work Order, the Contract exceptions are not applied to the Work Order.
Parts can be added from the following windows:
- Transactions > Quick Post > Quick Post Cost
- Transactions > Quick Post > Quick Post Material
- Transactions >Work Order > Records / Cost Tab
- Material > On-hand Adjustments
- Material > Purchase > Purchase Orders (Receive - on Action Menu)
- Invoice Matching
- WO Redirect
Other Costs can be posted using:
- Transactions > Quick Post > Quick Post Cost
- Transactions > Quick Post > Quick Post Other Charge
- Transactions >Work Order > Records / Cost Tab
- Material > Purchase > Purchase Orders (Receive - on Action Menu)
- Invoice Matching
- WO Redirect
Once Parts are issued or other costs posted, you can see them on the Work Order / Costs Tab. Costs can be posted to a Work Order or “dock” item. Regardless, the percentage is applied when applicable, and the Post Charges Batch Job includes Part % and Other % when calculating these costs.
How to Add Contract Work Order Type
On the Work Order Type Tab of the desired contract:
- Choose Edit on the WebTMA toolbar.
- Select the Add Work Order Types link at the top of the grid.
- Mark the check box adjacent to the applicable type(s) on the Work Order Type Entry flyout.
- Choose the Add Selected button to list these items on the Tab.
- Select Save on the WebTMA toolbar.
In the future, all Work Orders created for Tasks assigned to this Work Order Type look for a Contractor.
In Edit mode, you can change the Labor %, Part %, and Other % settings.
- Choose the pencil icon on the line you want to edit.
- Enter the desired values in the applicable fields on the WO Type Edit flyout. Note: A Labor % is required. If there is no labor markup, enter 0.00.
- Choose the Save button.
- Select Save on the WebTMA toolbar.