How to report misc costs associated with the work order?

How to report misc costs associated with the work order?

When a work order is in a state that allows to record costs, it is possible to record misc costs. To record misc costs  you must access the work order file you wish to record the costs "Work | Work Orders", select the WO you wish to record the cost.
  1. On the work order file, on the "Operations" link select the option "Misc Costs"
  2. The misc costs record list associated to the WO is presented
  3. Select the option "Create"
To fill in the misc cost record, you must consider:
  1. By default, the field equipment, tool or location is filled in with the Work Order asset;
  2. If the Work Order is for a Route, select the asset type and fill in the corresponding asset;
  3. The misc cost can be reported to the work order, the maintenance plan to the maintenance plan task or to additional tasks
    1. Report to the maintenance plan:
      1. select the maintenance plan you wish to report.
      2. You can only report to the maintenance plans associated to the work order.
    2. Report to the maintenance plan task
      1. Select the maintenance plan.
      2. You can only report the tasks associated to that maintenance plan
    3. Report to additional tasks
      1. You can only report to the tasks associated to the work order.
    4. The record date  cannot be inferior to the work order creation date.
    5. If the Work Order is for a Route, one of the fields equipment, tool or location must be filled in.
    6. It is only possible to record misc costs, if the Work Order state allows to record costs
    7. The value must be superior to the minimum value and inferior to the maximum value defined by the other misc type.

    8. i.The workshop manager the work order belongs to can create, edit and cancel records for the technician.


Fill in the data. The information to be filled in is organized in tabs. You can see the required fields using the orange margin or from the list on the right lower corner, next to the button Reset;

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