Difference between revisions of "How do I add labour to a workshop job?"
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| + | == Summary == | ||
| + | To be able to add a Labour to a workshop job. | ||
| + | |||
| + | == Additional Information == | ||
| + | To add labour 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]]. | ||
| + | |||
| + | * When ready to add labour to a workshop job press {{KeyPress|F6}}. | ||
| + | * This will take you into the Job Details screen, where a prompt will ask if you want create job items, create order items or retrieve a sales order. | ||
| + | * Click on {{Button|Items}} to add labour to the workshop Job. | ||
| + | * 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 === | ||
| + | * The system highlights {{DataPrompt|Stock Code}}. Here press {{KeyPress|F2}}. | ||
| + | * This will take you to the "Labour Rate Search" screen. | ||
| + | * The system highlights {{DataPrompt|Labour Code}}. Either enter the technicians labour code, cycle through the labour codes or Search for a labour code. | ||
| + | {{Note|text= | ||
| + | * To Search for a Labour code press {{KeyPress|C+F1}}, the prompt will change to {{DataPrompt|Description}} type in the technicians name which will list the labour codes of that technician. Press {{KeyPress|F2}} to choose that technician. | ||
| + | * 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.}} | ||
| + | |||
| + | * Once the Labour has been selected press {{KeyPress|Enter}}, to be able to select the labour rate. | ||
| + | * Press {{KeyPress|Arrow Down}} to go to the correct labour rate type and pricing. | ||
| + | * Press {{KeyPress|F2}} To select the correct method. | ||
| + | |||
| + | === Adding Labour Details === | ||
| + | This will take you to the "Job line Detail Amendments" screen. | ||
| + | * Press {{KeyPress|Arrow Up}} to {{DataPrompt|description}} delete the technicians name, and replace it with a description of what the labour was used for. | ||
| + | * Once complete, press {{KeyPress|Arrow Down}} to {{DataPrompt|Job Hours}}. enter the quantity of hours to be charged to the customer.Fractions of hours can be used, this '''will''' be displayed on the Invoice. | ||
| + | * Press {{KeyPress|Arrow Right}} to {{DataPrompt|Actual Hours}}. Enter the actual amount of hours the technician used. Fractions of hours can be used, this '''will not''' be displayed on the Invoice, and is used for Reporting purposes only. | ||
| + | |||
| + | |||
| + | {{Note|text=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 {{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. | ||
| + | * This will take you back to {{DataPrompt|Stock Code}}. Where you can then add a part or more Labour to the workshop job. | ||
| + | * Continue in this fashion till all Labour Labour for the Job has been entered. Once done press {{KeyPress|ESC}}. | ||
| + | * This will take you back to the "Job details" screen where all the Labour that have been added will be listed. | ||
| + | |||
| + | === Review === | ||
| + | Review the Labour list. If any Labour needs adjusting, press {{KeyPress|arrow}} to the relevant line of the Labour. | ||
| + | * Press {{KeyPress|F5}} to edit that Labour. | ||
| + | * Press {{KeyPress|F10}} to delete the Labour from the workshop job. | ||
| + | * Press {{KeyPress|Escape}} once happy with the Labour. This will take you back to the "Workshop Job Properties" screen. | ||
| + | * Press {{KeyPress|Escape}} will save the Labour to the workshop Job. | ||
| + | |||
| + | == See Also == | ||
| + | *[[How do I Create a Standard Workshop job?]] | ||
| + | *[[Creating Workshop Jobs]] | ||
| + | *[[How do I add Parts to a Workshop Job?]] | ||
| + | *[[How do I order Parts for a Workshop Job?]] | ||
Revision as of 10:12, 18 March 2008
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
To be able to add a Labour to a workshop job.
Additional Information
To add labour to a workshop job, go to "Workshop Management" -> "Workshop Diary". Either search for a job via <C+F1> and click [Edit] or Create a new job.
- When ready to add labour to a workshop job press <F6>.
- This will take you into the Job Details screen, where a prompt will ask if you want create job items, create order items or retrieve a sales order.
- Click on [Items] to add labour to the workshop Job.
- 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
- The system highlights "Stock Code". Here 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.
 |
|
- Once the Labour has been selected press <Enter>, to be able to select the labour rate.
- Press <Arrow Down> to go to the correct labour rate type and pricing.
- Press <F2> To select the correct method.
Adding Labour Details
This will take you to the "Job line Detail Amendments" screen.
- Press <Arrow Up> to "description" delete the technicians name, and replace it with a description of what the labour was used for.
- Once complete, press <Arrow Down> to "Job Hours". enter the quantity of hours to be charged to the customer.Fractions of hours can be used, this will be displayed on the Invoice.
- Press <Arrow Right> to "Actual Hours". Enter the actual amount of hours the technician used. Fractions of hours can be used, this will not be displayed on the Invoice, and is used for Reporting purposes only.
| 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". Where you can then add a part or more Labour to the workshop job.
- Continue in this fashion till all Labour Labour for the Job has been entered. Once done press <Esc>.
- This will take you back to the "Job details" screen where all the Labour that have been added will be listed.
Review
Review the Labour list. If any Labour needs adjusting, press <arrow> to the relevant line of the Labour.
- Press <F5> to edit that Labour.
- Press <F10> to delete the Labour from the workshop job.
- Press <Esc> once happy with the Labour. This will take you back to the "Workshop Job Properties" screen.
- Press <Esc> will save the Labour to the workshop Job.
