Work Orders can be used to repair your own equipment, following these steps:
When entering the Work Order, your
product # can be entered at the Make/Model prompt.
The description, serial # and meter reading will automatically be
tracked.
Parts inventory is reduced as the parts are issued or used on
the Work Order parts detail.
(If a parts inventory is not maintained, see Miscellaneous Part - Setup.)
When the job is completed the Work
Order can be closed out to an invoice to bill the customer, or
to a Repair or Addition as outlined in Close Internal Work Order.
The G/L transactions to post the costs of the parts used, are
automatically posted to the General Ledger through the Rental
Journal Transaction Report in Daily Close
3.
Note: Costs for labor are not generally posted to the G/L from the Repair transaction as they are expensed through employee wages, and costs for any outside services on the repair are not posted as they are expensed by the A/P invoice.
Labor costs are only posted to the G/L if the Post Internal
Work Order Labor To GL feature has been activated in the
Divisional Work Order Parameters to track
cost recovery by division.
If the Work Order is closed out to an Addition the repair
costs are also updated on the Fixed Asset Tag of the equipment in
order to increase the value of the equipment.
An Addition note is added to the tag with the date, source and
amount that can be viewed in Rental
Inventory in the window on the Additions field of the
appropriate Fixed Asset Tag.
Optional Auto-Close W.O. to Repair feature:
The option to Auto-Close from Fast Track Labor can be set in
the Company Estimate and W.O. Parameters to
provide the ability to automatically convert a Work Order for rental equipment to an Internal
Repair when labor is logged in the Fast-Track Work Order Labor utility, if the
product has a Status Code that allows
rental and if there is a valid defined for the Rental Product Class of the rental product being
serviced.
Process flow for an Internal Work Order or Repair:
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