U154: Work Order Cost Summary

1U154 Work Order Cost Summary Ver 4

U154 Work Order Cost Summary Ver 4 2

EXAMPLES NEEDED FOR TRAINING

Slide 6: From the Work Order Cost Summary form, query up W001000036 and explain the tabs and data that is shown.

Slide 12: Print the WO Cost Summary Report for W001000036.

Slide 14: From the SWO Cost Summary form, query up SW00000482 and explain the function buttons.

U154 Work Order Cost Summary Ver 4 3

U154 WORK ORDER COST SUMMARY

3

SUBJECTS COVERED IN THIS UNIT: Introduction ............................................................. 4 WO Cost Summary Form ........................................ 6 WO Cost Report ....................................................... 12 SWO Cost Summary Form ...................................... 14

U154 Work Order Cost Summary Ver 4 4

INTRODUCTIONWhat is the WO Cost Summary used for? View summary of work order charges

View labor charges posted and timecard comments written to a work order

View stock issue parts charges

View Purchase Order invoice costs and credit vouchers

View equipment rental charges posted to a work order

View miscellaneous charges posted to a work order

View accounting adjustments made to the work order

View account numbers and amounts billed to the general ledger each month

Print a detailed report of all charges

4

U154 Work Order Cost Summary Ver 4 5

Intentionally Blank Slide

U154 Work Order Cost Summary Ver 4 6

WO COST SUMMARY FORM

6

1

2

U154 Work Order Cost Summary Ver 4 7

1. Access the Work Order Cost Summary form from the Navigator screen or right click a WO Number from anywhere in COMPASS and choose Cost Summary… from the drill down menu to access the Work Order Cost Summary form.

2. Query the desired work order number. WO Number and Parent WOnumber fields are always visible.

Reference Tabs and Buttons:

Summary Tab: Displays a cost summary of the work order categorized by labor, material, invoices, equipment, and contingency (which includes miscellaneous costs). Also grouped by estimate, actual, committed and the balance.

Request…: Displays how the work order originated or was requested such as a service request, PM, child work order, mini-project or capital project. Displays the requestor’s name, telephone number, and department.

Print…: To print an itemized list of all charges posted to the work order. Dates…: Displays record dates when the work order was last scheduled,

printed, modified, closed, and when the last note was entered and by whom. Also displays the cut off dates when charges can be applied to the work order.

U154 Work Order Cost Summary Ver 4 8

WO COST SUMMARY FORM

8

U154 Work Order Cost Summary Ver 4 9

Reference Tabs:

Labor: Displays work order labor detail transactions by employee, by date, labor class, pay code, factor, hours, and amount. Also displays timecard comments if entered by the employee.

Material: Displays detailed information regarding stock material charges.

U154 Work Order Cost Summary Ver 4 10

WO COST SUMMARY FORM

10

U154 Work Order Cost Summary Ver 4 11

Reference Tabs:

Invoices: Displays invoice detail for Purchase Order invoices paid and credit voucher detail. If an invoice has been entered against work order, but not yet approved, a line item is displayed with no amount information.

Equip Rental: Not currently used by FM. Misc Costs: Displays miscellaneous cost detail charges such as

key cuts, debris removal, and material or services purchased with a department credit card.

Billed: Displays costs billed to the University accounting system in the monthly general ledger interface process (usually done the last working day of the month). Also displays the account numbers that were billed.

U154 Work Order Cost Summary Ver 4 12

WORK ORDER COST REPORT

Click the Print… button from the Work Order Cost Summary form In the Type field, choose Printer to send the report to the printer or

choose Screen to send the report to your screen (NOTE: It can also be printed from the screen later if desired).

Click the OK button

12

U154 Work Order Cost Summary Ver 4 13

WORK ORDER COST REPORT

13

U154 Work Order Cost Summary Ver 4 14

SWO COST SUMMARY FORM

14

1

U154 Work Order Cost Summary Ver 4 15

1. Access the SWO Cost Summary form from the Navigator screen or right click a SWO Number from other forms in COMPASS and choose Cost Summary… from the drill down menu to access the SWO Cost Summary form. NOTE: A detailed print out of the SWO charges is not available.

Reference Function Buttons:

Summary: Displays the cost summary of the work order, categorized by labor, material, invoices, misc costs, equipment, and adjustments. You may also view the location allocation if one was created with the SWO.

Labor: Displays standing work order labor detail transactions by employee, by date. Material: Displays standing work order material stock part charges, by part number. Invoices: Displays invoice detail for Purchase Order invoices paid. If an invoice has

been entered against work order, but not yet approved, a line item is displayed with no amount information.

Adjustments: Displays cost adjustment detail; Utility billing and Owner’s Rep fees are here as well.

Misc Costs: Displays miscellaneous cost detail charges such as key cuts, debris removal, and department credit card purchases for material or services.

Equip Rental: Not currently used by FM. Close Dates: Displays cut off dates for charging the work order if the work order has

been closed.

U154 Work Order Cost Summary Ver 4 16

The End!!!