Work Order Installation - Labor

Use this tab to select the labor settings for the Work Order module. These settings can be changed as needed at any time.

Important: Selecting both the Update labor entries to pre-time card entry? and Update cost of goods sold for labor entries? checkboxes is not recommended. If they are both selected, then the entry is updated twice. If the transaction has been transferred to A/R, the status will be set to 'Updated' even if the transfer to Payroll and/or Payroll Update has not yet occurred. Once the status is 'Updated', it does not revert to another status during Payroll Processing.

Field

Description

Work order labor entry

Automatically build task detail for labor?

 Select this checkbox to automatically transfer labor detail lines from task to task; otherwise, leave this checkbox clear.

If this checkbox is selected, labor tasks set up in the Task File Maintenance window will automatically transfer to new work orders set up in Work Order Entry if they have a cost detail associated with them. Additionally, all labor tasks will be listed individually in Labor Entry, Material Entry, and Other Cost Entry.

When labor transactions are generated for tasks, the G/L department will be set from the new G/L department field in the work order header.

Update labor entries to pre-time card entry?

 The system is prompting you to decide whether work order entries will interface with Payroll Pre-Time Card Entry. If this checkbox is selected and the payroll transfer is authorized using Update Labor Hours, the applicable employee labor costs will automatically be recorded in the Pre-Time Card Entry files. It will then be necessary for the operator to perform the Pre-Time Card Update and administer the remainder of the payroll cycle. If this checkbox is not selected, payroll files will be unaffected by work order activities.

Entry in this field is irrelevant if the Payroll module is not installed in this company.

Work order labor cost history

Post actual payroll burden to work order

 Select this checkbox to specify whether to post actual burden for payroll costs to the work order cost history file.
  • If this checkbox is selected the Pre-time card burden percent field and percentage will be displayed below. When this checkbox is selected, Spectrum ignores the burden defined in both the Technician Maintenance file and Labor Category Maintenance file.
  • If not selected, the Payroll burden percent field and percentage will be displayed below.

Unposted time card burden percent

 If the Post actual payroll burden to work order checkbox above is selected, the Unposted time card burden percent field and percentage will be displayed in this field. If not selected, the Payroll burden percent field and percentage will be displayed instead.

Payroll overhead

 Select this option to specify whether or not to accrue overhead based on labor cost charges to work orders during the Payroll update, and if so, whether to calculate based on a percentage or as a rate per hour.

Overhead %

 Enter an overhead percentage or rate per hour, based on the Payroll overhead method selected above.

Work order labor billing

Default labor entries to taxable?

 Select this checkbox if labor is usually taxable. Leave the box blank if labor on work orders is usually not taxable.

When new sites are entered, the option selected here will be the default, but either option may be selected at that time.

Update cost of goods sold for labor entries?

 The system is prompting you to decide whether labor "cost of goods sold" should be transferred via the instant transfer in Work Order Entry or the Transfer to AR & Complete WO update through to General Ledger. If this checkbox is left at the default of selected, then the labor costs will be posted to the A/R invoice files, and subsequently will update to the General Ledger as a "cost of goods sold" entry. If the Payroll module is not present in this company, and you want to post labor costs to General Ledger, select this checkbox. If Payroll module is present in this company, and you want to record the timing difference between the date of work performed and payday, select this checkbox and utilize a "payroll variance account". Otherwise, leave this checkbox blank if no General Ledger entry is to be made for labor "cost of goods sold" through Work Order Entry. Regardless of entry in this field, cost and profit figures will be recorded for the work order. Entry in this field will be used by the software only when companies are engaging in non-job work orders.

Show labor entries in summary on A/R invoice?

 The system is prompting whether to include Summary or Detail labor billing information on the A/R invoice when work order transactions are transferred to Accounts Receivable > Invoice Entry. If this field is set to Summary, all labor on the work order will be titled "LABOR USED" and will be summarized for each different billing rate. For example, Regular and Overtime labor will show separately. If this field is set to Detail, then the A/R invoice will include specific labor itemization, based on the selection made in the Detail labor billing field on this screen.

A/R invoice labor detail

 The system is prompting for you to select what method should be used to detail labor amounts on the A/R invoice when a completed work order is transferred to Accounts Receivable > Invoice Entry. If this field is set to Phase detail, labor billing entries will be recorded on the A/R invoice by phase. If this field is set to Category detail, labor billing amounts will be recorded on the A/R invoice by work order category. If this field is set to Employee detail, then the A/R invoice will detail each employee who participated on the work order.