Associating Parts and Labor Costs on Work Orders
There are two ways to add Parts and Labor costs to a Work Order. First, you can associate these costs to a specific Preventive Maintenance or Repair task. Second, you can add the costs independently through the " Parts Used" and "Labor Details" tabs. The distinction is important for reporting purposes because costs added to the separate tabs are NOT added to the total costs for Preventive Maintenance and Repairs. An example of this is shown below in the History (Cost Summary) report.
Associate costs with Preventive Maintenance or Repair tasks
1. Click the Maintenance tab on the Work Order entry screen, then click the "Add" button to add a new task, or select a task already listed and click "Edit."
2. Click the " + " sign next to Parts Cost and/or Labor Cost then click the "Add" button to enter details.
Add costs independently using the Parts & Labor tabs
1. Add a Preventive Maintenance or Repair task to the Work Order, with or without associated costs as shown above.
2. Click the Parts Used or Labor Details tab on the Work Order entry screen, then click the "Add" button.
3. Enter the part or labor information and click " Save."
Understanding Preventive Maintenance, Repair, Parts & Labor costs in reports
The method used to add Parts and Labor Costs to Work Orders determines how those costs are calculated in reports. For example, here is the History (Cost Sumary) report.
- The PM Cost column consists of only those parts and labor costs which were associated with a PM task.
- The Repair Cost column consists of only those parts and labor costs which were associated with a repair task.
- The Parts Cost column consists of parts associated with PMs plus parts associated with Repairs plus parts which were added separately via the Parts tab.
- The Labor Cost column consists of labor associated with PMs plus labor associated with Repairs plus labor which was added separately via the Labor tab.
- The Total Cost column consists of ALL parts and labor, whether associated with a PM, associated with a Repair, or added separately via the tabs. In addition, this sum includes any costs from the "Custom" box on the work order, as shown here: