Add a Time Charge
To add a new time charge, follow these steps.
-
From the Home screen or from the Work Orders Module screen, select Time Charges.
-
Select the Add button (+) next to the Time Charges label.
-
Select the Hours Type field and then a type from the list.
-
The Date field defaults to the current date. To change the date, select the Date field and then the correct date.
-
Select the Hours field and then enter the number of hours to charge. Partial hours should be entered in decimal form.
-
Select the Billable field and then specify whether the work order time is billable by selecting Yes or No.
The following options are enforced (if enabled) on this screen:
-
Show Billable Field
-
Allow Edit of Total Cost in Material Issues and Time Charges
-
Hide Total Cost
-
Copy comments to Completion Comments
-
-
The Account field defaults to the account specified for the work order. To change it for this time charge, select the Account field and then select another account from the list.
-
Select the Cost field and then enter a cost for this time charge.
-
To enter Charge To Information, scroll down to the Work Order, Asset, and Cost Center fields:
-
To charge to a work order: Select the Work Order field and then enter a valid Work Order Number, or select the Lookup button (...) and search for the work order to which the time should be charged.
-
To charge to an asset: Select the Asset field and then enter a valid Asset Number, or select the Lookup button (...) and search for the asset to which the time should be charged.
-
To charge to a cost center: Select the Cost Center field and then select a cost center to which you want tie the time charge.
-
-
Select the Comments field and then enter any necessary comments related to this time charge.
-
Select Save when you're done. (Cancel takes you back to the work order without entering the time charge.)
