Work Order Services

Work Order Menu -> Work Order Estimates -> Services window -> Work Order Services

Texada Web Stand-Alone Menu -> FL- Work Orders -> FL - Work Order Services

Initially when a new W.O. is created all eligible services defined as type W (Work Order) and type A (All documents) are displayed with the appropriate defaults in the Service Codes window.
This occurs only in ADD mode the first time that the service window is opened.
Click EXP/CON or press the <F9> to display the Repair Code description and the Tax information.

Service code records can be modified or deleted and additional services can be added.

If the window is re-accessed after the initial selection has been made or in Change mode, only the selected services will re-display.
Additional services can always be added.

EPA and SS Fees on Labor:

If the EPA and SS service feature is activated, these services will automatically be included in the services list with the calculated charge.
If the labor charges are changed on the Estimate or Work Order, these service charges will recalculate accordingly.
Refer to Environmental Protection Act/Shop Supplies for more details on this billing feature.

Note: Any services that automatically default to the Work Order such as Carbon Tax, Restocking Fee, EPA, SS, or Rounding, are added as of the current date and date range control is not checked.
If split billing applies to the W.O. the services that are automatically added default to be billed to the customer. These can be manually changed as required.

The prompts for the service code records include:

SEQ#

The sequence numbers track the number of service records.
Multiple services may be selected on a Work Order.
e.g. Shop Supplies, Pickup and Cleaning.

ADD

This column is only displayed when the Services window is initially opened when creating the Work Order.
Services flagged to default to the document will already by checked.

Check this box for all services that should be charged on this Work Order.
Uncheck this box for any services that do not apply to this W.O.

SERVICE CODE

The order that the services appear is determined by the Service Code number assigned to that service in Service Codes.
e.g. Service Code 1 precedes code 3, etc.
For convenience, the most frequently used services should be organized in Service Codes so that they appear at the top of the list.

DESCRIPTION

The service description prints on the invoice.

REP

The Repair Code field is enabled if the processing to Prompt For Maintenance Codes On Work Order Details is activated in Company Estimate and W.O. Parameters.
A different repair code can be linked to each service record as it is added to the W.O.
Enter the appropriate Repair Code or select one from the Maintenance Code Search window.

When a Repair Code is assigned to a Labor/Parts/Service detail on the W.O. a Comment line for this Repair Code is automatically created in the W.O. Comments By Repair Codes where detail notes can be added.

QUANTITY

If applicable, type in the quantity used.
e.g. The number of kilometres charged for travel to complete the repair.

The service Quantity and the rate Each print on the Work Order.

Note: If this service does not 'prompt for a quantity' as setup in Service Codes, then each amount becomes the Extended amount and the resulting document does not show a quantity on the printed form (leaves a blank) in the quantity field.

EACH

Type in the rate per unit or charge each.

SELECT ITEMS FOR TRACKING Window:

This window only appears if the W.O. is for a non-bulk primary asset that is associated with a component kit in Power Kit Components.
The window lists the primary asset and each of the kit components.
Select which of the primary or components is to be updated for this service record.

EXTENDED

This is the total charge for this service.

DATE

A flag in the Divisional Work Order Parameters can be set to control whether the Labor, Parts and Services details on a Work Order, default from the date defined on the Work Order header, or to today's date.
The default date on the details can be over-typed as required.

Accept the default date, or type in the date the service was entered on the Work Order. This date prints on the W.O. detail.
If date control is activated for the operator, this date must be within the current Date Range allowed for "WOWH" WORK ORDERS as set in Date Range Control.

SPLIT BILLING Window

If Split Billing was indicated on the header of the Work Order, the distribution of this labor charge detail between internal/customer/warranty can be defined in the window, as outlined in Split Billing.

Note: If a service is to be charged to a warranty claim, a valid Warranty Revenue account must be assigned to the service code in Service Codes.

Expanded Service Detail

Click EXP/CON or press <F9> to display the Repair Code description and Tax information.

FINISHED?

Click ACCEPT to exit the window.