Difference between revisions of "How do I log labour for fitting extras as an expense?"

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== Summary ==
 
== Summary ==
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This article explains how to configure a labour category to log time fitting accessories as an expenses against the accessories on a sale unit.
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This article explains how to configure a labour category to allow you to log the time spent fitting accessories as an expense against the accessories sold with a sale unit.
  
 
== More Information ==
 
== More Information ==
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When viewing profit reports and the profit screen on a unit it is possible to split the labour for preparing a unit and for fitting accessories to a unit. This allows you to see the profit in the unit itself i.e. the unit cost and expenses, and the profit when selling accessories i.e. the accessories cost and expenses.
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When viewing profit reports, and the profit screen on a unit, it is possible to split workshop labour between preparing a unit and time spent fitting accessories to a unit.  
  
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For each technician you should create a specific rate for '''Fitting Accessories''' and assign the labour category {{DataValue|LAC}} to that rate. Labour logged at that rate will be allocated as an expsnes against accessories sold with the unit rather than directly to the unit.
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This allows you to see the profit in the unit itself i.e. the unit cost and expenses, and the profit when selling accessories i.e. the accessories cost and expenses.
 +
 
 +
Create a specific rate for '''Fitting Accessories''' for each technician and assign the labour category {{DataValue|LAC}} to that rate. Labour logged at that rate will be allocated as an expense against accessories sold with the unit rather than directly to the unit.
  
 
See [[How do I create or edit workshop labour rates?#Create/Edit Labour Rates|Creating Labour Rates]].
 
See [[How do I create or edit workshop labour rates?#Create/Edit Labour Rates|Creating Labour Rates]].
  
 
== Creating LAC ==
 
== Creating LAC ==
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If LAC does not exist on your system, follow these steps to configure the code.
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If category {{DataValue|LAC}} does not exist on your system, please follow these steps to create and configure the code.
  
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At the {{DataPrompt|Category}} column enter {{DataValue|LAC}} and press {{KeyPress|S-F10}}.
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Go to {{PlatinumModuleSettings}}
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* Select {{Menu|{{WS}}|Add or Edit Job Categories}}.
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* Click {{Button|List}}.
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* If {{DataValue|LAC}} does not exist click {{Button|Add}}.
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* Enter {{DataPrompt|LAC}} then press {{KeyPress|Enter}}.
 
* {{DataPrompt|Description}} should be set to {{DataValue|Fitted Accessories}}.
 
* {{DataPrompt|Description}} should be set to {{DataValue|Fitted Accessories}}.
 
* Click the {{Tab|Settings}} tab.
 
* Click the {{Tab|Settings}} tab.
 
* Enter {{DataValue|LAB}} as the {{DataPrompt|Category Group}}
 
* Enter {{DataValue|LAB}} as the {{DataPrompt|Category Group}}
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** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Labour}} as the group {{DataPrompt|Description}} and click {{Button|Done}} and {{Button|Accept}}.
 
 
* At the {{DataPrompt|Expense category}} enter {{DataValue|LAC}}.
 
* At the {{DataPrompt|Expense category}} enter {{DataValue|LAC}}.
 
** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Fitted Accessories}} as the {{DataPrompt|Description}}.
 
** If this does not exist press {{KeyPress|S-F10}} and enter {{DataValue|Fitted Accessories}} as the {{DataPrompt|Description}}.

Revision as of 13:17, 21 July 2022

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Be aware: Content will change as the document progresses.

Summary

This article explains how to configure a labour category to allow you to log the time spent fitting accessories as an expense against the accessories sold with a sale unit.

More Information

When viewing profit reports, and the profit screen on a unit, it is possible to split workshop labour between preparing a unit and time spent fitting accessories to a unit.

This allows you to see the profit in the unit itself i.e. the unit cost and expenses, and the profit when selling accessories i.e. the accessories cost and expenses.

Create a specific rate for Fitting Accessories for each technician and assign the labour category 'LAC' to that rate. Labour logged at that rate will be allocated as an expense against accessories sold with the unit rather than directly to the unit.

See Creating Labour Rates.

Creating LAC

If category 'LAC' does not exist on your system, please follow these steps to create and configure the code.

Go to " Reports & Settings Maintenance Options System Administrator Module Settings"

  • Select " Workshop Add or Edit Job Categories".
  • Click [List].
  • If 'LAC' does not exist click [Add].
  • Enter "LAC" then press <Enter>.
  • "Description" should be set to 'Fitted Accessories'.
  • Click the [Settings] tab.
  • Enter 'LAB' as the "Category Group"
  • At the "Expense category" enter 'LAC'.
    • If this does not exist press <Shift+F10> and enter 'Fitted Accessories' as the "Description".
    • Click the [Settings] tab and select 'Yes' at the "Accessories Expense?" drop down.
    • Click [Done] and [Accept].
  • Click [Done] and [Accept].
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