Connect Work Order Cost Types 

Explanation

Use this activity to enter work order cost types for the work task template. The tab can contain one or several rows with information on the following cost types: Personnel, Material, Tool/Equipment, External, Expenses, and Fixed Price.

New planning lines are created automatically each time a new resource or material line is created. New planning lines for the External, Expense, and Fixed Price (only used in IFS/Service Management) cost types should be entered manually. 

Prerequisites

Before the costs are entered for the work task template, the following must have been completed:

• The current work task template must have been retrieved in the window.

System Effects

As a result of this activity, the costs are linked to the work task template. When the work task template is linked to to a PM action or a work order, all the costs entered here will be copied.

Window

Work Task Template

Related Window Descriptions

Work Task Template

Procedure

Use the following procedure to enter the information:

1. Open the Work Task Template window, create a new record (F5) or query for an existing one (F3).
2. Click the Work List/Planning tab and create a new record. Note: Only applicable for External, Expenses, and Fixed Price cost types.
3. Select the Work Order Cost Type. Use the dropdown menu to select a suitable value.
4. Enter the Planned Quantity for the cost type.
5. Save the information (F12).

Optional

If you want to invoice the price of the work order cost types to a customer;

1. Click the Valid for Sites tab and select the applicable site record.
2. Click the Valid for Sites/Planning tab and enter the sales part number.
3. Save the information (F12).