WO> Maintenance> Small Tool Rate

Small Tool Rate Maintenance

 

Summary

 

The Small Tool Rate Maintenance window is use to add a small tools fee to any billable work order labor activity processed through the Additional Billings process. Because this menu item is only applicable to Wisconsin users, this item will only be available if WI is selected in the System Setup Window (SS> Utilities> Setup).

 

Related Links

 

Click here for information on Additional Billings.

Click here for information on System Setup.

Click here for information on Work Order Maintenance.

 

Step by Step

 

1     Open the Small Tool Rate Maintenance window (WO> Maintenance> Small Tool Rate). 

 

  • The Small Tool Rate Maintenance window displays all of the small tool rates created in the application.
  • Highlight a small tool rate in the left section of the window and the rate details will populate in the Maintenance section to the right.
  • Highlight a small tool rate and click the Delete icon or press DELETE to delete the selected code.
  • Click the Create icon or press the INSERT key to create a new small tool rate. This will clear the Maintenance fields to the right.

 

2     Create a new small tool fee rate. 

 

  • Specify an Effective Date for the new small tool rate. This will default to today's date.
    • Only one small tool rate can be specified for any given Effective Date. If you attempt to add a second rate to the same effective date, you will receive an error message.
  • Enter an optional Description for the new rate. This field can be up to 24 characters long.
  • Specify a Rate for the new small tool rate.
    • The specified fee will be applied to all billable labor activity on the work order. If a work order includes $1500 in labor activity, and the small tool rate is set to 7.5, the small tool fee that would be applied to the work order would be $112.50 ($1500 x 7.5%).
    • Small tool rates must be greater than zero in order to save the new rate.
  • Click the Save icon to save the new Small Tool Rate.
  • When the small tools fee is applied, a new line item will appear on the Work Order Maintenance window (WO> Work Orders> Work Orders> open a work order> Activity tab> LEMS: O line item). Click here for information on Work Order Maintenance.