Work Order Installation - Material

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

Field

Description

Automatically build task detail for material?

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

If this checkbox is selected, material 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 material tasks will be listed individually in Labor Entry, Material Entry, and Other Cost Entry.

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

Automatically build task detail for other charges?

 Select this checkbox to automatically transfer other cost detail lines from task to task; otherwise, leave this check box clear.

If this checkbox is selected, other cost 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 other cost tasks will be listed individually in Labor Entry, Material Entry, and Other Cost Entry.

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

Default material entries to taxable?

 Select this checkbox if materials are usually taxable. Leave the box blank if materials on work orders are 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 non-stock material entries?

 The system is prompting you to decide whether materials "cost of goods sold" should be transferred to Accounts Receivable. If this checkbox is selected, the material 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 Inventory Control module is present in this company, material costs will transfer to A/R and G/L only for non-stock items.

If the Inventory Control module is not present, all material costs will be transferred. If this checkbox is not selected, then no General Ledger entry will be made for material "cost of goods sold". Regardless of entry in this field, cost and profit figures will be recorded for the work order.

Cost of goods sold for inventory (stock) entries will be unaffected by this checkbox.

Note: If the Inventory Control module is NOT installed, this checkbox will affect all material transactions.

Default material entries to show on A/R invoice in detail?

 Select this checkbox if you want material items to remain separate on the Accounts Receivable invoice. Do not select this checkbox if you want to combine material items into a single line on the Accounts Receivable invoice labeled 'MATERIAL USED'. The stock and non-stock items will be combined unless one of the following conditions exists:

  • Lines are assigned to different Work Order G/L Departments.

    —OR—

  • Lines are assigned to the same department, but the Cost of Goods Sold G/L accounts in the Work Order G/L Department file are different for material and inventory.

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 File Maintenance. If the markup field is blank in Site File Maintenance, 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 code entered here will be used conditionally when a new work order is added.

The 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 price, the software marks up the cost, including any sales and use tax.