WO> Utilities> Update Overhead Rates

Update Overhead Rates

 

Summary

 

The Updated Overhead Rates tool is designed to decrease data entry by allowing users to update the overhead percentage rates on groups of work orders rather than updating rates one work order at a time.

 

Related Links

 

Click here for information on Work Order Maintenance.

 

Step by Step

 

1     Create a new overhead percentage revision. 

 

  • Open the Update Overhead Rates window (WO> Utilities> Update Overhead Rates).
  • The Effective Date field is used to specify when the new overhead percentage revision should take effect.
    • Only those work orders that do not have a revision associated with the effective date will be updated. If you need to update the overhead rates on a work order that already has a revision with the desired effective date, update the rates on the work order itself (WO> Work Orders> Work Orders> Defaults tab> Overhead Percentages section). Click here for information on Work Order Maintenance.
  • The Overhead Percentages section is used to specify the details of the revision.
  • Check the Selected toggle next to each LEMS category that should be updated when the Effective Date is reached.
  • Enter the desired overhead rate in the Percentage column for each of the selected LEMS categories.

 

2     Select the work orders that will be included in the revision. 

 

  • The Work Orders section will display all of the work orders that will be updated when the Effective Date is reached.
  • Click the Create icon to add a work order to the Work Orders section. This will open the Work Orders Selection window.
    • Specify the desired filter details and click the Refresh icon to display the eligible work orders.
    • You can use the CTRL or SHIFT keys while selecting work orders if more than one work order needs to be selected.
    • Once all the desired work orders are selected, click the Confirm icon . The selected work orders will populate the Work Orders section of the Update Overhead Rates tool.
  • Highlight a work order and click the Delete icon if the work order should not be included in the overhead rate update.
  • Click the Confirm icon to run the Update Overhead Rates tool.
    • If any of the work orders included in the tool already have a revision with an effective date that matches the effective date specified above, those work orders will not be updated. A detailed Jobs Viewer error message will display any work orders that were not updated. Click here for information on the Jobs Viewer.
  • The updated rates will now appear on the Work Order Maintenance window as a new revision in the Overhead Percentages section of the Defaults tab (WO> Work Orders> Work Orders> Default tab> Overhead Percentages section).