Modify Work Order Cost Type (SM)

Explanation

Use this activity to modify the information for one or several cost types in the Planning tab. Due to the various tasks that can be included in the work order, one or several work order cost types are automatically displayed in the tab. The work order cost types that can be automatically displayed are Personnel, Materials, and External. You can modify these cost types. You can also add information on the cost types Expenses and Fixed Price.

Prerequisites

Before the information is modified, the following must have been completed:

The craft information must have been entered in the Craft tab, if appropriate.
The material information must have been entered in the Materials tab, if appropriate.
The requisitions must have been entered in the Requisitions tab, if appropriate.

System Effects

As a result of this activity, the Planning tab displays one or several rows with work order cost types. The combination of the value in the Work Order Cost Type field, the value in the Work Order Invoice Type field, and the value in the Quantity/Quantity to Invoice field, decide if the row is to be invoiced and what information the invoice line will contain. If the Work Order Cost Type field is 'Fixed Line' and the Work order Invoice Type is 'Fixed Price', then only this row is invoiced.

Window

Prepare Work Order

Related Window Descriptions

Prepare Work Order

Procedure

Use the following procedure to modify the information:

Select the Planning tab.
Due to the various tasks that can be included in the work order, one or several work order cost types are automatically displayed in the tab. The work order cost types that can be automatically displayed are Personnel, Materials, and External. You can modify these cost types. You can also add information on the cost types Expenses and Fixed Price. The following table shows the possibilities you have to combine a value in the Work Order Cost Type field (the first column in the table) and a value in the Work Order Invoice Type field (the first row in the table). The combination decides what is to be invoiced. Note! Before saving the information on a row, also enter/modify other information that is appropriate for the work order cost type.

	As Reported	Min Qty *)	Max Qty *)	Fixed Line
Personnel	x	x	x
Materials	x	x	x
External	x	x	x
Expenses	x	x	x
Fixed Price		x	x	x

*) The Qty To Invoice field in the Planning tab must be filled in.