1. Equipment Rental
  2. Rental Management
  3. Flows

Journal registrations on work order
Activity Flow

You can control which journals or registrations are allowed on a work order by assigning a status group during task setup.

This group defines valid entries depending on the current status or stage of the work order.

Rental service coordinator Rental service coordinator Executes rental service coordinator tasks Start Start Create hour journal Create hour journal Create an hour journal to register the actual hours worked by resources on a job. Set up cost and sales prices before registering hours. Fill in the following fields: FieldDescription Project dateEnter the work execution date ProjectSelect the project Activity numberChoose from the project WBS CategoryDefine the project category WorkerDefine the worker Role IDSet the related role for pricing defaults DescriptionEnter a detailed transaction description Start timeEnter the start time End timeEnter the end time Line propertyIndicate chargeability Sales priceSet or confirm the sales price Cost priceSet or confirm the cost price Procedure 1. Go to Work order project planning > Work orders > All work orders. 2. In the list, find and select the desired record. 3. Click Journals. Note: on the work order line tab 4. Click Hour. 5. Click New. 6. Click Lines. 7. Click New. 8. In the list, mark the selected row. 9. In the Worker field, enter or select a value. 10. In the Start time field, enter a time. 11. In the End time field, enter a time. 12. Click Save. 13. Close the page. Expense journal Expense journal Register spent hours by creating an Hour journal from the Project after delivering services to the customer. Open the Expense journal page, and click New or Lines. On the journal lines page, click Add or New. Enter the following values on the journal line: FieldDescription Project dateEnter the work execution date. ProjectSelect the related project. Activity numberSelect an activity number based on the project’s WBS. CategoryEnter the project category for posting. The value defaults from the activity but can be changed. ResourceSelect the resource linked to the expense. DescriptionEnter a detailed description for the transaction. QuantityEnter the time spent or relevant quantity. CurrencySelect the currency. Cost priceEnter the cost price. This can default based on the project setup. Line propertySelect whether to charge the customer for the work. Sales priceEnter the sales price. This can also default from the project setup. Click Validate to check if the journal is ready for posting. Click Post to post the journal lines. Item journal Item journal Fee journal Fee journal Post hour journal Post hour journal Post the previously created hour journal to register labor costs on the work order. Procedure 1. Go to Work order project planning > Work orders > All work orders. 2. In the list, find and select the desired record. 3. Click Journals. 4. Click Hour. 5. Highlight the journal that needs posting and click Lines. 6. Click Post. 7. Click OK. Post item journal Post item journal Post the previously created item journal to register item consumption on the work order. Procedure 1. Go to Work order project planning > Work orders > All work orders. 2. In the list, find and select the desired record. 3. In the list, click the link in the selected row. 4. Click Journals. 5. Click Item. 6. Highlight the journal that needs posting and click Lines 7. Click Post 8. Click OK Post expense journal Post expense journal Post fee journal Post fee journal End End Create timesheet Create timesheet D365FO Submit timesheet Submit timesheet D365FO

Activities

Name Responsible Description

Create hour journal

Rental service coordinator

Create an hour journal to register the actual hours worked by resources on a job.

Set up cost and sales prices before registering hours.

Fill in the following fields:

FieldDescription
Project dateEnter the work execution date
ProjectSelect the project
Activity numberChoose from the project WBS
CategoryDefine the project category
WorkerDefine the worker
Role IDSet the related role for pricing defaults
DescriptionEnter a detailed transaction description
Start timeEnter the start time
End timeEnter the end time
Line propertyIndicate chargeability
Sales priceSet or confirm the sales price
Cost priceSet or confirm the cost price

Expense journal (Work order)

Rental service coordinator

Register spent hours by creating an Hour journal from the Project after delivering services to the customer.

  1. Open the Expense journal page, and click New or Lines.
  2. On the journal lines page, click Add or New.
  3. Enter the following values on the journal line:
FieldDescription
Project dateEnter the work execution date.
ProjectSelect the related project.
Activity numberSelect an activity number based on the project’s WBS.
CategoryEnter the project category for posting. The value defaults from the activity but can be changed.
ResourceSelect the resource linked to the expense.
DescriptionEnter a detailed description for the transaction.
QuantityEnter the time spent or relevant quantity.
CurrencySelect the currency.
Cost priceEnter the cost price. This can default based on the project setup.
Line propertySelect whether to charge the customer for the work.
Sales priceEnter the sales price. This can also default from the project setup.
  1. Click Validate to check if the journal is ready for posting.
  2. Click Post to post the journal lines.

Item journal (Work order)

Rental service coordinator

Fee journal (Work order)

Rental service coordinator

Post hour journal (Work order)

Rental service coordinator

Post the previously created hour journal to register labor costs on the work order.

Post item journal (Work order)

Rental service coordinator

Post the previously created item journal to register item consumption on the work order.

Post expense journal (Work order)

Rental service coordinator

Post fee journal (Work order)

Rental service coordinator

Automatically create timesheet in work order

Rental service coordinator

Submit timesheet

Rental service coordinator

Activities

Name Responsible Description

Create hour journal

Rental service coordinator

Create an hour journal to register the actual hours worked by resources on a job.

Set up cost and sales prices before registering hours.

Fill in the following fields:

FieldDescription
Project dateEnter the work execution date
ProjectSelect the project
Activity numberChoose from the project WBS
CategoryDefine the project category
WorkerDefine the worker
Role IDSet the related role for pricing defaults
DescriptionEnter a detailed transaction description
Start timeEnter the start time
End timeEnter the end time
Line propertyIndicate chargeability
Sales priceSet or confirm the sales price
Cost priceSet or confirm the cost price

Expense journal (Work order)

Rental service coordinator

Register spent hours by creating an Hour journal from the Project after delivering services to the customer.

  1. Open the Expense journal page, and click New or Lines.
  2. On the journal lines page, click Add or New.
  3. Enter the following values on the journal line:
FieldDescription
Project dateEnter the work execution date.
ProjectSelect the related project.
Activity numberSelect an activity number based on the project’s WBS.
CategoryEnter the project category for posting. The value defaults from the activity but can be changed.
ResourceSelect the resource linked to the expense.
DescriptionEnter a detailed description for the transaction.
QuantityEnter the time spent or relevant quantity.
CurrencySelect the currency.
Cost priceEnter the cost price. This can default based on the project setup.
Line propertySelect whether to charge the customer for the work.
Sales priceEnter the sales price. This can also default from the project setup.
  1. Click Validate to check if the journal is ready for posting.
  2. Click Post to post the journal lines.

Item journal (Work order)

Rental service coordinator

Fee journal (Work order)

Rental service coordinator

Post hour journal (Work order)

Rental service coordinator

Post the previously created hour journal to register labor costs on the work order.

Post item journal (Work order)

Rental service coordinator

Post the previously created item journal to register item consumption on the work order.

Post expense journal (Work order)

Rental service coordinator

Post fee journal (Work order)

Rental service coordinator

Automatically create timesheet in work order

Rental service coordinator

Submit timesheet

Rental service coordinator

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