Quick Post Cost - WebTMA 5

Path: Transactions > Quick Post > Quick Post Cost

Use this window to post work order costs to a number of records from one window—without opening each record separately. From this window, you can post labor, materials, or other costs. This is the same window that opens when you add costs from the Work Order / Costs Tab to add costs to a record.

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 the charge is Other, the Charge Type field is available if you distinguish among different types established in Organization > Lookups / Other Charges Types.

If you use Rate Schedules, the display grid includes a Charge column and a green_dollar_signs.png icon indicates when 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.

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

ENTERPRISE ONLY: WebTMA Enterprise users also have the option to make adjustments to labor costs. In Enterprise, the Labor Adjustment Subtab is enabled and includes a link to Add Labor Adjustment. A gold dollar sign gold_dollar_signs.png in the display grid indicates the cost has been adjusted for that line. 

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