Charge Time to a Work Order

If you want to charge time to a work order, you can do so in the Time Charges grid in Work Order Edit (go to Work Orders > Edit or enter a valid record number into the Edit toolbar field).

To charge time to a work order, follow these steps:

1. Open the work order you want you want to edit in Work Order Edit.

2. Select the tab with the Time Charges grid.

3. Click New. The Time Charge dialog box opens.

4. On the Main tab, from the Resource list, select a resource.

5. Notice the default Hours Type is REGULAR. Change this if necessary.

6. Enter the number of Hours charged (for example, "1.5" or “1:30”).

7. Notice the Date field is today’s date by default. Change this if necessary.

8. Notice the Stop Time field is the current time by default. Change this if necessary.

9. In the Billable field, select Yes or No.

10. The Account field is populated based on the work order's Account. If you need to change this, select a new Account code from the drop-down menu.

11. The Cost field is calculated automatically. If you have ability to (based on TMS options) and need to manually update this, enter a new value in the Cost field.

12. Select the Charge To tab.

13. The Work Order number is filled automatically. To charge a specific Procedure, Asset, or Cost Center (this is different than Account on the Main tab), select or enter the appropriate information.

14. Select a Contract and Contract Term, if necessary.

    Any discount or markup applied to a material issue or time charge with a Contracts Term will not be applied to the Total Cost on the work order, or the Cost field on a material issue or time charge. The discount or markup will only be visible in the Contract Adjusted Cost field on the applicable material issue or time charge.

15. Select the Comments tab.

16. Enter any necessary comments about this time charge.

17. Click Save to add the time charge to the work order, or Another to add this time charge and enter another.

The time charge is displayed in the grid.