Use this flow to create a value add work order and link it to a specific project. You can do this manually if the project already exists. Make sure the project group is set to 'maintenance'.
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Create a value add work order through a project |
Rental service coordinator |
You can create a value add work order and link it to an existing project using the project number. After creating the work order and posting the hour and item journals, you can view them in the project FastTab by selecting the item or hour journals. |
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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:
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Create an item journal for a value added work order |
Rental service coordinator |
Create and post the item journal to add items that increase the value of the fixed asset or inventory item. Because site is mandatory in the product dimension, set up default order settings in advance to auto-populate the price, site, and warehouse. |
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Change the work order status to closed |
Rental service coordinator |
After the item and hour journals have been added and posted. You must change the status of the work order. In this case we will change the status to closed. However, the status can be different from closed according to the process of the business. The status chosen is important as it will be one of the criteria's that you are able to filter on when you want to transfer the value add work order. Also, it is important to take into consideration the sequence of moving from one status to another. Therefore, you should consider configuring the status group of the work order tasks beforehand. |
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Post hour journal (Work order) |
Rental service coordinator |
Post the previously created hour journal to register labor costs on the work order. |
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Post item journal (Work order) |
Rental service coordinator |
Post the previously created item journal to register item consumption on the work order. |
| Name | Responsible | Description | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Create a value add work order through a project |
Rental service coordinator |
You can create a value add work order and link it to an existing project using the project number. After creating the work order and posting the hour and item journals, you can view them in the project FastTab by selecting the item or hour journals. |
||||||||||||||||||||||||||
|
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:
|
||||||||||||||||||||||||||
|
Create an item journal for a value added work order |
Rental service coordinator |
Create and post the item journal to add items that increase the value of the fixed asset or inventory item. Because site is mandatory in the product dimension, set up default order settings in advance to auto-populate the price, site, and warehouse. |
||||||||||||||||||||||||||
|
Change the work order status to closed |
Rental service coordinator |
After the item and hour journals have been added and posted. You must change the status of the work order. In this case we will change the status to closed. However, the status can be different from closed according to the process of the business. The status chosen is important as it will be one of the criteria's that you are able to filter on when you want to transfer the value add work order. Also, it is important to take into consideration the sequence of moving from one status to another. Therefore, you should consider configuring the status group of the work order tasks beforehand. |
||||||||||||||||||||||||||
|
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. |