Field Definitions: SM Cost Types Form

The following is a list of field descriptions for the SM Cost Types form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Description

Description field on the SM Cost Types form.

Enter a description of this cost type, up to 60 characters, that identifies a type of cost associated with SM work orders.

SM Cost Type Category

SM Cost Type Category drop-down on the SM Cost Types form.

Specify the cost type category that applies to this SM cost type. The cost type category identifies the type of costs being captured when the cost type is used on a work completed line (in SM Work Orders).

  • L-Labor

  • E-Equipment

  • M-Material

  • O-Other

  • S-Subcontracts

Note: When entering work completed lines (in SM Work Orders), the work completed line type determines the category of cost type you can assign. For example, if the work completed line type is Labor), the cost type's category must be Labor. However, this does not apply to miscellaneous work completed lines; you can assign any cost type to these lines, regardless of category.

Taxable for Sales or Use

Taxable for Sales or Use check box on the SM Cost Types form.

Select this check box if this cost type is taxable.

Leave this check box unselected if this cost type is not taxable.

JC Cost Type

JC Cost Type field on the SM Cost Types form.

Enter the JC cost type (from JC Cost Types) to use as a default when referencing this SM cost type on work completed lines for a job work order. The system will use this cost type, in conjunction with the phase specified for the work order sequence, to post the costs to Job Cost (via the JC Cost Detail table).

Note: For work completed labor lines, this cost type will only be used if the labor code specified for the work completed line is not assigned a JC cost type or, if no labor code is specified for the line.
Note: For work completed purchase lines, this cost type will not be used; instead, the JC cost type will always default from the PO item and cannot be changed.Locked Phases vs Non-Locked Phases

You can assign any valid cost type here; however, when adding work completed lines to a job work order, the system will validate the cost type for the scope phase as follows:

If the Phases on this job are locked box

  • is checked for the job in JC Jobs, the cost type must be set up in JC Job Phases for the phase specified on the work order sequence; otherwise, the system displays a warning and will not allow you to save the work completed record until you specify a valid job/phase cost type.

  • is not checked for the job in JC Jobs, the cost type must be set up in JC Job Phases or JC Phases for the phase specified on the work order sequence; otherwise, the system displays a warning and will not allow you to save the work completed record until you specify a valid phase cost type.

Material Taxability

Material Taxability drop-down list for Material Cost Types on the SM Cost Types form.

This drop-down list displays when you have selected M-Material from the SM Cost Type Category pull-down list and have also selected the Taxable for Sales or Use check box.

Selecting this option allows you to determine how your material cost types are taxable, so that you can default taxes from purchases with greater accuracy.

When you select M - Material in the SM Cost Type Category field and select the Taxable for Sales or Use check box, you may select one of the following options from the Material Taxability drop-down list:

  • Blank – Select this option to use the standard tax type defaulting behavior.
  • S - Sales Tax Only – Select this option to default the tax type as Sales for material-related cost types.
  • U - Use Tax Only (US companies only) – Select to default the tax type as Use for material-related cost types.
  • B - Both Sales and Use Tax – Select to default both Sales and Use tax application for material-related cost types.

Matl Offset GL Acct

Matl Offset GL Acct field on the SM Cost Types form.

This field only displays when you select the M-Material cost type category.

Enter the offset GL account for non-stocked and non-standard materials entered on a work completed Inventory line referencing this cost type. Press F4 to select from a list of valid GL accounts. Account must be set up (in GL Chart of Accounts) with a subledger code of S-Service or null.

Note: Work completed inventory lines that reference a non-stocked or non-standard material will generate a miscellaneous batch rather than an inventory batch (since no module update will occur). During batch processing (which occurs when you move off the Work Completed tab), the system posts one entry to the line's transaction account (as defined in SM Departments) and one offsetting entry to this account. If you leave this field blank, the system will post the offsetting entry using the Miscellaneous Cost Offset Account: GL Acct specified in SM Company Parameters.