Quick Post Time & Labor - WebTMA 5

Path: Transactions > Quick Post > Quick Post Time & Labor

Use this window to post work order time spent for either indirect or direct activities. Indirect time includes activities such as meetings, holidays, sick time, and vacation time. Direct time pertains to work orders. The window accommodates both individual technicians and crews.

From this window, you can post Time & Labor to a number of records from one window without opening each record separately.

For convenience, the Task field includes the Trade codes for any trades associated with the Task for the specific work order. The codes are in parenthesis following the task name. This helps the clerical staff make the correct selection in the Trade field.

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.

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.

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

When you change the technician ID and tab out of the field, WebTMA overwrites the Account # associated with the previous technician and replaces the value with the account number for the new technician. This is an exception to the standard rule; normally, WebTMA does not overwrite data in a field once it is entered. Note: If the new technician does not have an account entered on the Technician record, the number for the first technician continues to display in the Account # field.

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.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

2024 Client Training Schedule
See the full list of web training events.