Quick Post Other Charges - WebTMA 5

Path: Transactions > Quick Post > Quick Post Other Charges

Use this window to post other 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.

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

The Charge Type field is not required; however, it is available if you distinguish among different types established in Organization > Lookups / Other Charges Types.

Use the Inventory Date field to record the date the item was charged. This field can also be included in Report Writer reports.

If you use Rate Schedules, the display grid includes a Charge column and a BtnDollarSignRateSched icon if a rate schedule is applied. Like the icon on the Work Order window, a tool tip indicates whether the rate schedule is derived from the hierarchy or manual entry.

When work orders with open distributions are closed from the Quick Post Other Charges 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.

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

Remember to click Save on the WebTMA toolbar every few records. Until saved, data entered is not stored in the database. A momentary loss of power could result in a significant amount of time spent re-entering data unless you save often.

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