The Import Costs part of the invoicing process has been enhanced to enable you to select the requisitioned items that should be included on the work order, as well as to import costs entered on PO’s, Labor Journal and Job Journal entries.
The registry setting to implement this feature is included in the work order viewer registry option WO Import Costs Option.
When the Import Costs button is clicked (or the work order is set to Invoice Ready and saved), a Wizard is invoked when the user clicks ‘Yes’ on the import Costs button. The user will be lead through a series of screens to select which items to import.
For Requisitioned Inventory Items:
When processing Required Resource Inventory, the Import Cost Wizard skips truck stock that has already been entered on the Work Order Inventory tab.
By default, the Wizard lists all quantities that were requisitioned, flagged as ‘Do’. The user may uncheck the ‘Do’ box, or change the quantity used or billed. Note that in the Wizard, the Quantity Billed needs to be adjusted separately. The selected items will be added to the Inventory tab.
Inventory Lines imported from PO’s:
The Do box should be flagged for all PO Inventory lines that should be imported. Note that the billing information may be adjusted. Note that the Wizard will not allow you to change the actual quantity of Inventory imported from a PO.
Qty Used
This field is now display-only; it defaults from the quantity allocated to this Work Order from the Purchase Order or Required Resource transfer.
Actual Used
This field defaults from the Qty Used field, and should be used to specify the number of this item that were actually used on this work order. If the user sets the Actual Used to less than the Qty Used, the system will handle the process of returning the unused product to the truck or other location. For example, if 50 items were allocated (Qty Used = 50) on the purchase order, and only 8 were actually used on this work order, two lines would be written to the Work Order Inventory Tab: +8 (those actually used) and -42 (returned to stock – to correct Inventory History which shows all 50 going to the Work Orders).
Labor Lines:
The Do box should be flagged for all labor that should be imported. Note that the billing information may be adjusted.
Other Lines:
The Do box should be flagged for all Other that should be imported. Note that the billing information may be adjusted.