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Items Tab - Labor

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The Labor panel appears on the right side of the Items Tab when you select the New Labor button or click a Labor detail line on the left. (See Items Tab Navigation, if needed.) (Also, see Basic Pricing.)

By default, Labor entries most frequently result from Posting Schedule Slots. Posting Labor is the preferred method of adding Labor to a Work Order. However, you are allowed to enter Labor manually.

Below you see the Labor panel from a Service Call Labor screen on the left, and from a Project on the right. Either one appears on the right side of the Items Tab when you select the New Labor button or click on an existing Labor detail line in the left panel.

The illustration below comes from the actual Work Order Items Tab. (Note that a Project has Pricing Details only on the Estimate Items Sub-Tab.)

Service Call

Project

Because the Service Call Invoice comes from actual Time and Material, the Labor panel on the Items Tab has two additional sections, Pricing Information and Other. Projects cover these Labor fields on the Estimate Items Sub-Tab, supplying billing information for the Invoice. All fields for both types of Work Orders are discussed here. Many of the Labor fields are the same as for Parts.

Fields: (For help with data entry, see Field Select Boxes and Field Helpers.)

Tip: Working with the entry panel, enter all fields in the order in which they appear on the screen. If you skip a Required Field and get an error message, hit the Escape key to go back to enter the missing field.

Labor Details:

Technician:

The name of the assigned Technician. (See Lookup Combo Box. To add an entry, click the Ellipsis button () and select New.)

Date:

Default to Today's date. The date the Labor is done. (See Calendar Helper.)

Hours - Billable - Units:

The Actual Hours the Technician spends for the job, and the Billable Hours , expressed in Hours Format (02:15 = 2.25 Hours). This could be a manual entry, or the result of Posting a Schedule Slot. The Posting screen discusses this distinction in full detail.

For instance, perhaps only 02.00 out of 03:00 hours will be Billable. You enter 02.00 into the Billable field.

Labor code:

The Labor Code used in pricing and billing. If this Labor Code has an attached Labor Rate, this will be used, unless you override it below. See Basic Pricing. (See Lookup Combo Box.To add an entry, click the Ellipsis button () and select New.)

Invoice (or Estimate) Description:

A description line about this labor intended for printing where the Customer will see it, on either the Invoice or Estimate, as indicated.

Labor Description:

A description line about this labor intended for internal use, rather than for printing on Invoice or Estimate.

Labor relates to:

Equipment:

The Customer Equipment where this Part will be used. (See Lookup Combo Box. To add an entry, click the Ellipsis button () and select New.)

Job stage:

(For Project Estimates only.) The Job Stage where this Part will be used. (See Simple Lookup Box.)

Resident:

The Resident Unit at the Job Site where the Labor will be performed. (See Lookup Combo Box. To add an entry, click the Ellipsis button () and select New.)

Agreement and Qty Used:

(For Service Calls only.) The Agreement associated with this Service Call. (See Search and Open Lookup Box to review the Agreement.)

The Quantity Used field is protected and indicates how much of the Agreement Discount Coverage is being used by this detail line here. If and when the Quantity meets the Discount Limit, this field shows how much of the entire detail Quantity was applied toward the Agreement. See the Agreement Discount Coverage Example

Pricing information:

(Pricing details are used for Invoices, so for Service Calls, you work with them here on the Items Tab and for Projects, you work with them on the Estimate Items Sub-Tab.)

Labor Rate Type:

The Labor Rate used in costing and billing. The default comes from the Labor Rate selected in the Work Order, General Tab.

An exception which overrides this is if the Technician has a Labor Rate specified in his Employee record (rare). In either case, you can override this here. See Special Purpose Pricing - Labor. (See Lookup Combo Box. To add an entry, click the Ellipsis button () and select New.)

Unit Sale:

Calculated Hourly Rate for Pricing, based on the Labor Rate, as set above. (See Basic Pricing.) Altered also according to Pay Type (such as Regular or Overtime) below.

However, you can enter a manually keyed override. This is the final override in the pricing hierarchy for a detail line. Access to make this override is granted in Employee Security Rights.

Trip Charge:

(For Service Calls only, for Time and Materials billing.) A flat amount charged for the trip involved with this Labor. Default taken from the Labor Rate, if any there. You can change these.

Initial Charge - Time and Amount:

(For Service Calls only, for Time and Materials billing.) In addition to the flat Trip Charge above. Default values taken from the Labor Rate, if any there. You can change these.

Discount Percent or Amount:

These fields are automatically filled from the Agreements Coverage Tab, if applicable.

Otherwise, for Work Orders not associated to Agreements, you may enter a discount for this Labor detail. Click on either Percent or Amount. (See Calculator Helper.)

Note: If this is a Service Call for an Agreement that has Discounts set on the Coverage Tab, the terms of the Agreement apply and override any manual entries.

Extended Amount:

Protected. A calculation for total sale amount, which equals the Unit Sale multiplied by the Estimated Hours, with extra trip charges, and Agreement Discounts, if any, applied.

Taxable:

Displays the tax amount for the Labor, which is determined based on the Work Order's Sales Tax selection. To change the Labor's tax rate, you will need to select a different Sales Tax in the Work Order, General Tab.

Line total:

Protected. A calculated amount for the total sale amount for the Labor, including Sales Tax.

Labor Cost Details:

Pay Type:

The Pay Type (such as Regular or Overtime) to be used in pricing and billing. (See Lookup Combo Box. To add an entry, click the Ellipsis button () and select New.)

Note: See the particular Pay Type values for Sale Markup and Cost Markup to understand how this field affects both Unit Sale (above) and Unit Cost (below). If Markup values are empty, there is no change.

For example, if Overtime Pay has both Sale and Cost Markups, then both Unit Sale and Unit Cost fields here will show the changed amount.

Unit Cost:

Calculated Hourly Cost for the Company, containing the Hourly Pay Rate for the selected Technician. Altered also according to Pay Type (such as Regular or Overtime) above. You can change this.

Additional Cost and Note:

You can enter manually any extra costs not normally included in Labor Cost updating, such as travel or hotel costs for a forced overnight stay or extra meals paid. This amount is added to the Unit Cost for the Line Cost Total below. Recommended - add a short Note identifying or explaining this Additional Cost.

Note: You can even create a stand-alone detail line naming a Technician with no Hours or Unit Cost and just enter the Additional Cost and Note, describing some situation.

Cost Total:

A calculated amount for the total cost for the Labor.

Other:

Print on Invoice (or Estimate):

Leave check in the box to let this detail line for the Labor print on the Invoice or Estimate. (To prevent this Labor detail from printing on the Estimate by including it in a Line Group, you must uncheck this box.)

 

 

QB GL Account:

The Sales Account used for this Labor which links to a QuickBooks GL Account., according to the Labor Rate Code above. This information is necessary when transferring the data to Quickbooks. (See Lookup Combo Box. To add an entry, click the Ellipsis button () and select New.)

 


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