Enter Work Completed Labor for a Work Order
Enter work completed labor lines to capture labor expenses for job and customer work orders (including those auto-generated from a customer agreement).
The instructions below describe entry of work completed labor lines using the Work Completed grid in SM Work Orders.
- From the Vista main menu, select
- In the Work Order field, enter the work order to which you are adding a work completed entry.
- Click on the Work Completed tab to access the Work Completed grid.
- From the Line Type drop-down, select 2 - Labor.
- Tab through the Line # and Status fields. The system will automatically default values in these fields.
- In the Scope field, enter the work order sequence associated with this work completed labor line or press F4 for a list of valid scopes (sequences) for the work order.
- In the Date field, enter the date the work was completed or accept the current date default.
- For Customer work orders only:
- If the work complete line is not billable, select the the Non-Billable check box. For information about the defaulting and enabling/disabling behavior for this check box, see the F1 help.
- If the labor for work you completed is
associated with an agreement, use the Agreement and Agreement Rates
fields to enter agreement information. For information about each field,
see the F1 help.Note: If the work order scope is associated with an agreement, the agreement fields will default the agreement information and be disabled.
- In the Reference No field, enter the reference number associated with this work completed labor line, if applicable.
- In the Technician field, enter the technician that performed the work associated with this work completed labor line or press F4 for a list of valid technicians.
- In the Serviceable
Item field, enter the serviceable item to which this work
completed line applies (i.e. the item on which the work was performed). Press
F4 for a list of valid serviceable items for the service
site.Leave blank if the work completed line does not apply to a serviceable item.
- In the Labor Code field, enter the labor code that identifies the repair or resolution associated with the work completed line.
- In the Description field, enter a description of the labor performed for the work order sequence.
- If applicable, use the SM Cost Type field to enter the SM cost type that applies to this work completed line. Must be a cost type with a Cost Type Category of L-Labor.
- In the Pay
Type field, enter the pay type or press F4
for a list of valid pay types.
The system uses the pay rate to determine the cost rate for the labor line. See the F1 help for more information about how the pay type determines the pay rate.
- For Job work orders only, use the JC Cost Type field to enter the JC cost type for this labor line or accept the default cost type (see F1 help for information about how this field defaults the JC cost type).
- The Craft and Class fields will automatically default the employee's assigned craft/class (from PR Employees), if applicable. Accept the defaults or enter the craft and class under which the technician performed the service work.
- In the Hrs Worked field, enter the number of hours worked by the technician to complete the work order sequence. This will be the number of hours for which the technician will be paid.
- Tab through the
Rate, Proj Cost, and Actual
Cost fields; these values default automatically and cannot be
changed. For information about how the system defaults the Cost Rate, see the F1 help for this field.
- Enter or adjust the billable values (billable hours, billable rate, and total billable) as applicable. For information about the billable fields, see the F1 help.
- For Customer work orders
- If applicable, use the Tax fields to enter or adjust tax values. For more information about the tax fields, see the F1 help.
- If you will not be charging the customer or the work associated with this work complete line, select the No Charge check box.
- In the Notes field, enter any notes about this work completed line.
- Save the record.