Work Order Other Tab


Specifies the quantity, rate, and type of other miscellaneous and non-inventory material charges applied to this work order.


2 days rental for a backhoe, electrical supplies purchased at a local hardware store, mileage charges, trip charges, etc.


Trip and other additional charges may be automatically defaulted into this tab for work orders created in New Call. These charges (if any) are pulled from the WO Other tab of the Client Site Viewer.

Insert Line with Copy is enabled for all lines except the following: Insert-with-copy IS disabled when the line being copied references a closed Accounting Period that has the WO-Other-to-GL option turned on.

Quote Box Validation:

This validation applies to lines that are not associated with a Quote: it prevents an 'actual' line (that has already been saved into the database) from being switched to a Quote-type line. Note that the Quote box of Work Orders associated with a Quote still cannot be changed at all.

Important Fields:

Double-click the Magnify button to display all fields for this line.

 Click the Lines View button to display the multiple line view again.

Qu (Quote?)
If this line represents an estimate for work you are quoting a customer, check this box by double-clicking it (or press the spacebar when the caret is on it). If the quote is approved, the system will ultimately use the Quote lines to generate billable revenue and budgeted costs. When you check the Quote box, the Extra box will automatically be flagged.

As the work for this quote is completed, the actual quantities should be recorded on lines that are not flagged as Quotes: these costs will be written to Job History. Billable revenue should only be included on these lines if it represents additional billable dollars not included in the original quote.

Flag the Work Order as Invoice Ready when it has been approved and you are ready to bill it.

PM Work Orders – JCH Budgets
This registry option will disable the posting of job history of budget cost and budget revenue for Preventive Maintenance work orders where the work order lines are marked QU.

Effective Date:
This field is required in order for the system to access the Rate Schedule correctly. Generally, you would enter the date on which the material was used or the charge incurred. Use the MMDDYY format to enter the date from the keyboard or double-click on this field (or press Alt+F7) to access the Calendar viewer to do so. Press Spacebar to enter today's date.

Quantity: Qty Billed:
The Quantity (Actually Used) and Billable Quantities may be specified separately. The Quantity Used will be used for costing, and the Quantity Billed will be used to compute revenue for billing purposes. Note that the Quantity Billed field defaults when you enter the Quantity Used, but may be adjusted by the user if needed.

Unit Cost
The Unit Cost of this item/charge. For standard Other charges defined on your system, this field will default when the Other Rate Id is filled in. In the case of non-Inventory materials purchased for this job, you would simply enter the cost per unit at which you obtained this part.

Amount Cost:
The Unit Cost X Quantity. The system will calculate this field for you.

This optional field may be used to enter a brief description of this item/charge.

Other Rate Id:
Enter a valid Other Rate Id or double-click on this field to select from a list. The Description field defaults from the Other Rate record, but may be modified by the user if desired.

Cost Category Id:
A valid Cost Category with the Cost Type set to Other, Material, Subcontract or Equipment. When you double-click on this field, the list will be filtered so that only those Job Cost Categories these Selection Cost Types will be displayed. This field is required.

Note: If edits are made to work order detail lines AFTER a change has been made to the Posting Type of the Cost Category, updates to JCH will use the original Cost Type.  For example, if a cost type was changed from Material to Other, the changed amounts continue to be classified as Other.

This field supports enhanced filtering provided by the Cost Code's Job Cost Category Usage Filter. Cost Categories are validated (relative to Cost Codes) during data entry upon leaving the Cost Category Id field.  The full relationship is validated again when leaving a child line or saving a record.

Tax Type Id:
The appropriate Tax Type for this line: enter a valid Id or double-click to select from a list.

Unit of Measure
This field defaults to each but may be changed by the user.

Flat Rate Id:
If this line was created by the system when a Flat Rate Category was imported, this field will be filled in. It is either used to associate flat rates with actual costs for reporting purposes, or to enter the revenue amount to be billed.

Bill Type Id:  Revenue Rate:
These fields default from the Other Rate table specified on the Rate Schedule Schedule's Other tab for Cost Categories of type Other. If a Cost Category Type of Material is selected, the Material Markup table in the Rate Schedule will be used instead. These fields may be adjusted if needed.

If the Bill Type Id is set to Unit Price, the Revenue Rate will equal the Unit Price.

If the default markup methodology is in effect this field will be set to Unit Price because the price calculation is the result of an aggregate calculation. If the old markup methodology is in effect this field will be set to the applicable value (margin, markup or multiplier).

If Markup is selected, the Revenue Rate will default from the Markup table (specified in the Rate Schedule for this Job). For example, a 120% markup applied to an item costing $100 would generate a unit price of $220. A 30% markup applied to an item costing $100 would generate a unit price of $130.

Margin enables the user to set the desired profit margin ((Unit Price - Unit Cost)/Unit Price)for this item in the Revenue Rate field.

If you select Multiplier, the system will multiply the figure in Revenue Rate X Unit Cost to obtain the Unit Price. For example, a multiplier of 1.2 applied to an item costing $100 would yield a unit price of $120.

Select the Billing Type of n/a if a special price has been agreed on for this customer. In this case, you will leave the Revenue Rate field blank, and enter the Amnt Revenue fields directly.

Unit Price:
The Unit Price is calculated based on the Unit Cost, Bill Type Id, and Revenue Rate you have selected.

Amount Revenue:
The price that will appear on the invoice (Unit Price x Quantity). The Extra box must be checked to complete this field if the Billing Item is flagged as Fixed Fee / Allow Extra.

Job Id:
This field defaults from the Work Order main screen unless a registry entry is in place to default it from the Equipment record’s Service Job.

Job Cost Code Id:
This field defaults from the Work Order main screen. Enter a Job Cost Code Id created for the Job Id you selected. You may double-click on this field to select from a list of Job Cost Codes.

Job Billing Item Id:
This field defaults from the Job Cost Code record. Enter a Job Billing Item for the Job Id entered above. You may double-click on this field to select from a list of Job Billing Items.

GL Entity Id:
This field defaults from the Job record but may be changed by the user. It identifies the profit center to be charged with this item. You may double-click to select from a list of Id's.When Intercompany is enabled any changes to the line's GL Entity are validated to ensure that the new GL Entity belongs to the same company as the Job.

If this is an "extra" that can be billed for, check this box by double-clicking or pressing the Spacebar. Note that this Box can only be checked if the Job Billing Item you selected allows extras. The Revenue Rate, Unit Price, and Amnt Revenue fields will not be completed unless an Item is marked as an Extra. Items that are not Extras will be used to calculate job costing and profitability, but will not be invoiced for directly.

Equipment Id:
Enter the Equipment Id this miscellaneous material or other charge was used on or double-click to select from a list. Note that only Equipment Id's included on the Equipment tab will appear on the list.

 image\Magnify.gif Click the Magnify button to view the following fields:

Asset Id:
Enter the appropriate company equipment Asset Id if you wish to charge it to this Work Order. The Other Rate Id (and the associated Cost and Revenue fields) will default from the Asset record’s Operating Other Rate field (if completed). An Asset must be flagged as Chargeable to be entered in this fields.

o Operating o Idle
This field controls whether the Operating Other Rate or Idle Other rate will default from the asset record.

Posted toGLH:
The system will flag this display-only field when a WO Other line is posted to GL.

Period Id:
This field will be completed by the system using the default Accounting Period; however, it will only be used to write to GL History if the Accounting Period has the WO Other to GL option flagged. The system will validate that the Effective Date falls within the selected accounting period if the Accounting Period’s WO Other to GL field is flagged.

GL Debit Id:
This field will default from the Job Cost Category GL Expense field and should reference a Cost of Sales account. However, it will ONLY be used to write to GL History If the selected Accounting Period has the WO Other to GL option flagged

GL Credit Id:
This field will default from the Other Rate’s GL Credit Account. However, it will ONLY be used to write to GL History If the selected Accounting Period has the WO Other to GL option flagged.

Imported From JCH:
This box will be checked if this line was imported from Job Cost History (e.g., a Purchase Order) rather than being entered directly on the work order.

This display-only field is maintained by the system.

These user-defined fields may be used for reporting and informational purposes.  

TechAnywhere Source Rn: Technician Id:
If these fields are completed, this record/line was created/revised from TechAnywhere.