Summary

Specific employees can be attached to work orders or estimates when entering labor costs. These employees can be selected from the employee records maintained in the Payroll module if the PR interface toggle is checked on the WO Setup window. If the Work Orders module is not set up to interface with the Payroll module, you can use the WO Position Maintenance window to maintain a position record table within the Work Order module. The rates associated with these positions can then be used to calculate work order labor costs.

Step by Step

1     Open the WO Position Maintenance window (WO> Maintenance> Position).

• The Position Maintenance window will display all of the Positions created in the WO module.
  • Highlight a position in the left section of the window and the position details will populate the Maintenance section to the right.
  • You can use the Copy PR Positions tool (WO> Utilities> Copy PR Positions) to import PR employee information into the WO module without enabling the PR/WO interface.
• Click the Delete icon or press DELETE to delete the selected position.
  • Positions attached to estimates or work orders cannot be deleted.
• Click the Modify icon or press ENTER to edit the selected position.
• Click the Create icon or press the INSERT key to create a new position. This will create a new line item and enable the fields in the Maintenance section to the right.

2     Create a new Position. 

• Enter a Position code for the new position. This is a required field and can be up to 30 alphanumeric characters long.
  • Once this position code is saved, it cannot be edited.
• Enter a Description for the new position. This field can be up to 30 alphanumeric characters long.
• In the Hourly Rate field enter the amount you want to charge per hour on this position.
  • Overhead is usually calculated separately. However, you can include overhead in this rate and then have a labor overhead rate multiplier of zero when creating an estimate (WO> Estimates> Estimates> Create an estimate> Default tab> Overhead Percentages section> Labor line).
• Enter an Account Number or click the field label to choose one from a list. The functionality of this field has not yet been implemented.
  • The Account Description field will populate with the description attached to the selected GL account.
• Click on the Save icon when complete. This will close the Position Maintenance window.
• The Position has now been created.