Managing Cost

Costs are the other charges applied on a work order as a part of maintenance process. On the Cost tab, you can view the list of other charges incurred on a work order, add new charges, and delete the existing charges.

Note: You can define the costs to automatically charge on a work order after the work order is created. This can be performed by setting the Charge Automatically list to Yes in the Cost Type label of the Maintenance Fields, Setup module.

This topic describes the following:

Adding Other Cost to a Work Order

With required permission, you can add other costs to a work order.

Tip

To view the Add Other Cost dialog box, click the Add Other Cost link.

To add other cost to a work order

1.    On the Maintenance module, search and view the work order.

2.    Click the Cost tab.

The Other Cost List page opens.

3.    Click the Add Other Cost link.

The Add Other Cost dialog box opens.

4.    In the Other Cost list, select the cost you want to charge the work order.

5.    The Cost Description box displays the default description of the cost selected. Optionally, type a different cost description.

6.    The Cost Category list displays the default cost category. Optionally, select a different category.

7.    The Cost Amount box displays the default cost amount. Optionally, type a different cost amount.

8.    In the Cost Markup box, type the percentage amount you want to add to the other cost.

9.    The Transaction Date field displays the current date. Optionally, type the date in the MM/DD/YYYY format, or select the date from the calendar.

10.  Click one of the following:

o      Save to save the information and close the dialog box.

o      Save & New to save the information and add another record.

o      Cancel to disregard any changes and close the dialog box.

Note: While creating work order for a maintenance shop, if the Approved Above Threshold check box is not selected and if the total cost of work order including other cost exceeds the threshold amount specified for that maintenance shop in Setup, an Authorization Required dialog box is displayed. You can click:

  • OK to return to Add Other Cost dialog box.
  • Authorize to approve the other cost above the specified threshold. User roles with Can Authorize Spending permission can perform authorization. For others, an Authorization dialog box opens to login with the user credentials having Can Authorize Spending permission. On successful authorization, the other cost details are saved. Also, the authorization is required only once.
  • Notify to send an email notification for authorizing the work order.
  • If you are using the AD FS Mode - FASTER and AD FS Authentication mode and cannot approve the spending limit, refer to the Note on the Maintenance/TWS Settings page for more information.
  • The ability to authorize Work Order spending on the fly is disabled when the Authentication Provider integration is activated. A person with permission to authorize a Work Order to exceed the spending limit will need to log in to FASTER Web separately to authorize exceeding the spending limit.

Editing Other Cost

You can edit other cost to modify or update the cost details.

To edit other cost

1.    On the Maintenance module, search and view the work order.

2.    Click the Cost tab.

The Other Cost List page opens.

3.    Click the Edit link next to the cost you want to edit.

4.    In the Edit Other Cost dialog box, make the changes as desired.

5.    When finished, click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

Note: The ability to authorize Work Order spending on the fly is disabled when the Authentication Provider integration is activated. A person with permission to authorize a Work Order to exceed the spending limit will need to log in to FASTER Web separately to authorize exceeding the spending limit.

Deleting Other Cost

With required permission, you can delete the other cost details.

To delete other cost

1.    On the Maintenance module, search and view the work order.

2.    Click the Cost tab.

The Other Cost List page opens.

3.    Click the Edit link next to the cost you want to delete.

4.    In the Edit Other Cost dialog box, click Delete.

5.    In the Confirm Deleting Other Cost dialog box, click one of the following:

o      Yes, Delete Other Cost to confirm deletion.

o      Cancel to close the dialog box.

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