Work Order Billing Setup

Use the Work Order Billing Setup screen to enter information about the work order that includes terms, lead source, print status, and rates.

Note: The Alternate bill-to address and Over/under billing sections of this screen will be hidden when a 'Job' work order is displayed on this screen.

Field

Description

Classification

Lead source

 Enter a valid lead source code. Entry in this field will be required if the Work Order Installation option for 'Require lead source in work order entry?' is selected.

Salesperson

 Enter a valid code identifying the person responsible for this sale.

When a work order is created from the Service Contract module and a salesperson is associated with the service contract, the salesperson code from the Service Contract module defaults into this field.

Taken by

 The operator ID defaults as the person entering the order. The default can be overridden if desired.

Print status

 The current print status of the work order displays.

Terms and conditions

Terms code

 Enter the payment terms code for this work order. The terms code must have been previously defined in A/R Terms Code File Maintenance.

Sales tax code

 Enter a valid sales tax code for this billing customer; up to 15 characters are allowed. The sales tax code must have been previously defined in Accounts Receivable > Sales Tax Code Maintenance.

For job work orders, the sales tax code defaults from the job setup. If the Use tax classification checkbox is not selected in Job Cost Installation, the tax code specified in the Job File Maintenance > Properties window defaults. Otherwise, if tax classification is used, the A/R sales tax code specified in Tax Classification File Maintenance for the code assigned to the job will default.

Spectrum computes the tax rate based on the current Accounts Receivable processing date.

Taxable?

 Select this checkbox if the work for this customer is taxable; otherwise, leave this checkbox clear.

G/L department

 This must-enter field will only be enabled for 'Site' work orders. This field will default from Work Order Type File Maintenance into each new work order. If the field is blank in Work Order Type File Maintenance, then this field will be blank by default and the operator must enter a valid code before close is permitted.

The code entered here will be used whenever a new transaction is added for Labor, Material and Other Charges.

Note: This field will be hidden when a 'Job' work order is displayed on this screen.

Cost center

 If the cost center feature is enabled in the Enterprise Installation screen for this company,enter a cost center code for this billing.

Alternate bill-to address

Print alternate address on work order form and invoice?

 Select this checkbox to print an alternate address on the work order form and invoice. When this checkbox is selected, the Bill-to code will be must-enter.

If no alternate address is specified, the customer's address will display below.

Bill-to code

 Select an alternate address to include on work order form and invoice.

Over/under billing

Override company-wide earned revenue markup %?

 When this checkbox is selected, the Over/Under Billing format of the Profitability Report will be calculated using the markup percentage specified below rather than the one stored in the Work Order Installation screen.

Override markup %

 Enter a positive value in this field for the override markup percentage to apply to the work order. This field will only be available for entry if the Override company-wide earned revenue markup % checkbox is selected.

Billing rates

Material level

 If a contract is specified, the pricing level defaults from Service Contract File Maintenance. If a contract is not specified, the pricing level defaults from Customer File Maintenance. The default may be overridden if desired.

Labor level

 If a contract is specified, the pricing level defaults from Service Contract File Maintenance. If a contract is not specified, the pricing level defaults from Customer File Maintenance. The default may be overridden if desired.

Material markup

 This field will default from Service Contract Maintenance if a contract # has been specified. If the markup field is blank in Service Contract Maintenance, then the field will default from Site Standard Charges. If the markup field is blank in Site Standard Charges, then the field will default next from Customer File Maintenance. If the markup field is blank in Customer File Maintenance, then the field will default from Work Order Installation as a last resort.

The Material markup code entered here will be used when the software tries to compute the unit price from the cost of a material item when added into Material Entry or the detail windows of Purchase Order Entry or Accounts Payable > Invoice/Credit Memo Entry. This optional entry field will only be enabled for 'Site' work orders. When calculating the markup price, the software marks up the cost, including any sales and use tax.

Note: This field will be hidden when a 'Job' work order is displayed on this screen.