Add Charges to a Work Order

You can add charges with the Time Charges and Material Issues links on the TMS Today screen.

Add a Time Charge

To add a time charge, follow these steps:

Click the Time Charges link on the TMS Today screen.

The Resource field shows the resource tied to your username. If needed, select a different resource from the drop-down menu.
If necessary, change the Hours Type in the drop-down menu.

By default, the Hours Type code is Regular.
In the Hours field, enter the number of hours you want to charge to the work order.

The hours must be in decimal form. For example: one hour and 15 minutes should be entered as 1.25
In the Billable field, select Yes or No.
The Account field displays the account that is assigned to the work order. If necessary, select a different Account code from the drop-down menu.
In the Cost Center field, select the appropriate code.
Date shows the current date. Select Change Date to select a different date.
Enter a Stop Time, if necessary (using the HH:MM format, and AM or PM).
Enter comments about the time charge in the Comments box.
Select Save to commit the time charge to the work order.

Existing time charges display in a grid once they are entered. Existing time charges can be modified by clicking their link.

To add a material issue, follow these steps:

Click the Material Issues link on the TMS Today screen.
Select Add Material Issue.
Select the Warehouse.
Next, enter the Issue Item. If you need to query for it, click Find.
Select Go once you have the item's number.
Date Issued is the current date by default. Click Change Date to select a different date.
Change the Time Issued (also the current time).
Enter the Quantity of the material to be issued.
Click Save to commit the material charge to the work order.

Existing charges display in a grid once they are entered. Existing charges can be modified by clicking their link.