Quick Post Contractor Charges - WebTMA 7

Path: Transactions > Quick Post > Quick Post Contractor Charges

Use the Quick Post Contractor Charges window to post contractor-related costs to a number of Work Orders without opening each one individually. By default, the No Charge check box is unchecked to indicate the costs are chargeable; however, if the costs for the Work Order are not chargeable, be sure to mark it.

Remember to select Save on the WebTMA toolbar every few records. Until saved, data entered is not stored in the database.

Quick Post Contractor Charges Details

You have an option to link maintenance-worthy items to the charge line. In addition, the Rate/Unit Cost field supports rentals for these items or manually entered data. If an item and unit are selected, the corresponding Rental Rate auto-populates the Rate/Unit Cost field.

When Work Orders with open distributions are closed from the Quick Post Contractors window, you might receive notices alerting you to the fact that the Work Order has open distribution lines and be directed to more alerts based on the settings your WebTMA System Administrator has made.

Choose Legend on the Action Menu for a definition of the icons on the window.

How to Quick Post Contractor Charges

Posting to Quick Post Contractor Charges is the same as posting to the Work Order / Costs–Contractor Section. When the Quick Post Contractor Charges window opens, the Quick Post Contractor Entry flyout displays by default:

  1. Select the Work Order #, and the Task field completes automatically.
  2. Enter the other required fields.
  3. Select the Arrival and Departure dates.
  4. (Optional) Enter information in the Completion and Comment Sections.
  5. Choose the Save & Add button to add a line item to the grid and clear the flyout for another entry.

Line items display in the background Quick Post Contractors window as you enter and save more data.

After you add a few records, choose Save on the flyout to view the line items. You can edit or delete line items until you select Save on the WebTMA toolbar. Once you save the records, WebTMA writes the information to the database and clears lines from the window. Choose the Add Contractor Charge link at the top of the grid to re-open the entry window and continue adding line items.


Want to Learn More?

Visit the WebTMA Help Page


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