Difference between revisions of "How do I add labour to a workshop job?"

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This article explains how to add Labour to a workshop job.
 
This article explains how to add Labour to a workshop job.
  
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== Additional Information ==
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== More Information ==
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To add labour directly to a workshop job, go to "Workshop Management" -> "Workshop Diary". Either search for a job via {{KeyPress|C-F1}} and click {{Button|Edit}} or [[Creating Workshop Jobs|Create a new job]].
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To add labour directly to a workshop job, go to {{Menu|{{WS}}|Workshop Diary}}. Either search for a job via {{KeyPress|C-F1}} and click {{Button|Edit}} or click {{Button|Add}} to [[Creating workshop jobs|Create a new job]].
  
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* When you want to add labour to a workshop job, press {{KeyPress|F6}}.
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* When you want to add labour to a workshop job, press either {{KeyPress|F6}} or click on the {{Tab|Invoice}} tab to add invoice labour, or {{KeyPress|S-F6}} or click on the {{Tab|Estimate}} tab to add estimated labour.
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* This will take you into the Job Details screen, where you may see two things: either a prompt will ask if you want create job items, create order items  or retrieve a sales order; or a list of items already booked to the job will be shown.
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* This will take you into the Job Details screen.
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* If you get the prompt to create items/orders/retrieve then click on {{Button|Items}} to add labour to the workshop job.
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* Press {{KeyPress|F6}} or {{Button|Add}} to add items.
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* If you have a list of items already booked to the job, press {{KeyPress|F6}} to add items.
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* This will take you to the "Job Line Detail Amendments" screen, where we can add labour to the workshop job.
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* This will take you to the "Job line detail amendments" screen, where we can add labour to the workshop job.
 
  
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== Adding labour to a Job ==  
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=== Adding labour to a Job ===
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=== Selecting Technician ===
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==== Selecting Technician/Descriptive Line ====
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* The system highlights {{DataPrompt|Stock Code}}. Here press {{KeyPress|F2}}.
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* The system highlights {{DataPrompt|Stock Code}}. Press {{KeyPress|F2}}.
 
* This will take you to the "Labour Rate Search" screen.
 
* This will take you to the "Labour Rate Search" screen.
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* The system highlights {{DataPrompt|Labour Code}}. Either enter the technicians labour code, cycle through the labour codes or search for a labour code.
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* The system highlights {{DataPrompt|Labour Code}}. Either enter the technicians labour code, cycle through the labour codes or search for a labour code/descriptive line.
 
{{Note|text=
 
{{Note|text=
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* To search for a Labour code, press {{KeyPress|C-F1}} and the prompt will change to {{DataPrompt|Description}}, type in the technician's name which will list the labour codes for that technician. Press {{KeyPress|F2}} to choose that technician.
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* To search for a Labour code, press {{KeyPress|C-F1}} and the prompt will change to {{DataPrompt|Description}}, type in the technician's name which will list the labour codes for that technician. Press {{KeyPress|ENTER}} to choose that technician.
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* To scroll through the technicians, press {{KeyPress|F1}} to advance to the next Labour code. Press {{KeyPress|S+F1}} to go to the previous labour code.}}
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* To scroll through the technicians, press {{KeyPress|F1}} to advance to the next Labour code. Press {{KeyPress|S-F1}} to go to the previous labour code.}}
  
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* Once the Labour has been selected, press {{KeyPress|Enter}}to select the labour rate.
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* Once the Labour has been selected, press {{KeyPress|ENTER}}to select the labour rate.
 
* Press {{KeyPress|DOWN}} to go to the correct labour rate type and pricing.
 
* Press {{KeyPress|DOWN}} to go to the correct labour rate type and pricing.
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* Press {{KeyPress|F2}} to select the correct method.
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* Press {{KeyPress|ENTER}} to select the correct method.
  
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=== Adding Labour Details ===
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==== Entering Labour Details ====
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This will take you to the "Job line Detail Amendments" screen.
 
 
* Press {{KeyPress|UP}} to {{DataPrompt|Description}}, delete the technicians name, and replace it with a description of what the labour was used for.
 
* Press {{KeyPress|UP}} to {{DataPrompt|Description}}, delete the technicians name, and replace it with a description of what the labour was used for.
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* Once complete, press {{KeyPress|DOWN}} to {{DataPrompt|Job Hours}}. enter the quantity of hours to be charged to the customer. Fractions of hours can be used and you can choose whether this is shown on the Invoice.
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* Once complete, press {{KeyPress|ENTER}} to {{DataPrompt|Job Hours}} and enter the quantity of hours to be charged to the customer. Fractions of hours can be used and you can choose whether this is shown on the Invoice.
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* Press {{KeyPress|RIGHT}} to {{DataPrompt|Actual Hours}}. Enter the actual amount of hours the technician used. Fractions of hours can be used, this is not shown on the Invoice, and is used for Reporting purposes only.
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* Press {{KeyPress|ENTER}} to {{DataPrompt|Actual Hours}}. Enter the actual amount of hours the technician used. Fractions of hours can be used, this is not shown on the Invoice, and is used for Reporting purposes only.
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{{Warning|text=If you are recording labour using [[How do I record labour in the workshop?#Recording Labour in Real Time|Real Time]] Labour Recording or using [[How do I record labour in the workshop using Platinum Online?|Platinum Online]] you should not amend the {{DataPrompt|Actual Hours}}.}}
  
 
{{Note|text=Every other field that is on the screen is best left set to what is automatically brought up via the System default.}}
 
{{Note|text=Every other field that is on the screen is best left set to what is automatically brought up via the System default.}}
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Once satisfied with the information added, press {{KeyPress|ESC}} where a prompt will ask "Do you want to accept or ignore any changes made?"  
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Once satisfied with the information added, press {{KeyPress|ESC}} where a prompt will ask "Do you want to accept or ignore any changes made?"
  
 
* Click {{Button|Accept}} to add the Labour to the workshop job.
 
* Click {{Button|Accept}} to add the Labour to the workshop job.
 
* This will take you back to {{DataPrompt|Stock Code}}. From here you can add a part or more Labour to the workshop job.
 
* This will take you back to {{DataPrompt|Stock Code}}. From here you can add a part or more Labour to the workshop job.
 
* Continue in this fashion until all Labour for the Job has been entered. Once done, press {{KeyPress|ESC}}.
 
* Continue in this fashion until all Labour for the Job has been entered. Once done, press {{KeyPress|ESC}}.
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* This will take you back to the "Job details" screen where all the Labour that have been added will be listed.
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* You will be taken to the Availability screen, where all labour is automatically shown as available, while the availability of any stock items added in this session will depend on their stock levels. Once you accept the Availability screen, your labour will be booked to the job.
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==== Review ====
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Review the Labour list. If any Labour needs adjusting, press the {{KeyPress|arrow}} key to the relevant line of the Labour.
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* Press {{KeyPress|F5}} or {{Button|Edit}} to edit that Labour.
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* Press {{KeyPress|F10}} or {{Button|Remove}} to delete the Labour from the workshop job.
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== See also ==
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* [[Creating workshop jobs]]
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* [[How do I create technicians?]]
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* [[How do I add parts to a workshop job?]]
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* [[How do I record labour in the workshop?]]
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* [[How do I record labour in the workshop using Platinum Online?]]
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* [[How do I invoice a workshop job?]]
  
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=== Review ===
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{{KB_Tags|workshop labour}}
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Review the Labour list. If any Labour needs adjusting, press {{KeyPress|arrow}} to the relevant line of the Labour.
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{{FAQ}}{{How}}{{KB_WS}}{{ZN_WorkshopManager}}
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* Press {{KeyPress|F5}} to edit that Labour.
 
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* Press {{KeyPress|F10}} to delete the Labour from the workshop job.
 
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* Press {{KeyPress|Escape}} once happy with the Labour. This will take you back to the "Workshop Job Properties" screen.
 
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* Press {{KeyPress|Escape}} will save the Labour to the workshop Job.
 
  
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== See Also ==
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{{KB_Ref|WS05, WS92, WS93}}
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*[[How do I Create a Standard Workshop job?]]
 
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*[[Creating Workshop Jobs]]
 
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*[[How do I add Parts to a Workshop Job?]]
 
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*[[How do I order Parts for a Workshop Job?]]
 

Latest revision as of 17:51, 10 December 2020

Summary

This article explains how to add Labour to a workshop job.

More Information

To add labour directly to a workshop job, go to " Workshop Workshop Diary". Either search for a job via <Ctrl+F1> and click [Edit] or click [Add] to Create a new job.

  • When you want to add labour to a workshop job, press either <F6> or click on the [Invoice] tab to add invoice labour, or <Shift+F6> or click on the [Estimate] tab to add estimated labour.
  • This will take you into the Job Details screen.
  • Press <F6> or [Add] to add items.
  • This will take you to the "Job Line Detail Amendments" screen, where we can add labour to the workshop job.

Adding labour to a Job

Selecting Technician/Descriptive Line

  • The system highlights "Stock Code". Press <F2>.
  • This will take you to the "Labour Rate Search" screen.
  • The system highlights "Labour Code". Either enter the technicians labour code, cycle through the labour codes or search for a labour code/descriptive line.
  • To search for a Labour code, press <Ctrl+F1> and the prompt will change to "Description", type in the technician's name which will list the labour codes for that technician. Press <Enter> to choose that technician.
  • To scroll through the technicians, press <F1> to advance to the next Labour code. Press <Shift+F1> to go to the previous labour code.
  • Once the Labour has been selected, press <Enter>to select the labour rate.
  • Press <Down Arrow> to go to the correct labour rate type and pricing.
  • Press <Enter> to select the correct method.

Entering Labour Details

  • Press <Up Arrow> to "Description", delete the technicians name, and replace it with a description of what the labour was used for.
  • Once complete, press <Enter> to "Job Hours" and enter the quantity of hours to be charged to the customer. Fractions of hours can be used and you can choose whether this is shown on the Invoice.
  • Press <Enter> to "Actual Hours". Enter the actual amount of hours the technician used. Fractions of hours can be used, this is not shown on the Invoice, and is used for Reporting purposes only.
If you are recording labour using Real Time Labour Recording or using Platinum Online you should not amend the "Actual Hours".
Every other field that is on the screen is best left set to what is automatically brought up via the System default.

Once satisfied with the information added, press <Esc> where a prompt will ask "Do you want to accept or ignore any changes made?"

  • Click [Accept] to add the Labour to the workshop job.
  • This will take you back to "Stock Code". From here you can add a part or more Labour to the workshop job.
  • Continue in this fashion until all Labour for the Job has been entered. Once done, press <Esc>.
  • You will be taken to the Availability screen, where all labour is automatically shown as available, while the availability of any stock items added in this session will depend on their stock levels. Once you accept the Availability screen, your labour will be booked to the job.

Review

Review the Labour list. If any Labour needs adjusting, press the <arrow> key to the relevant line of the Labour.

  • Press <F5> or [Edit] to edit that Labour.
  • Press <F10> or [Remove] to delete the Labour from the workshop job.

See also


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Keywords AND Misspellings
workshop labour
Tags

WS05, WS92, WS93

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