Entering job costs for equipment time and materials billing

To enter job costs for time and materials billing:

1. Open 8-4 Equipment Allocation.

2. In the transaction header, enter information about the allocation that will be passed to General Ledger when you post the transaction:

   • Transaction#. Type a code to identify the allocation transaction.

   • Transaction Date. This date identifies the date for the allocation transaction. It can be different from the dates the equipment was processed to the jobs in the allocation grid.

   • Description. Type a short description (up to 50 characters) to explain the allocation, or select a standard description from the quick list.

3. For each piece of equipment for which you want to create a cost record:
   1. In the Date cell, enter the date of equipment use.
   2. In the Description cell, enter a brief statement about the work.
   3. In the Job cell, enter the job number.
   4. In the Phase cell, enter the phase number.
   5. In the Cost Code cell, enter the cost code number.
   6. In the Operated Equipment cell, enter the equipment number.
   7. In the Operated cell, enter the number of units that the equipment was operated.
   8. In the Standby cell, enter the number of units that the equipment was on standby.
   9. In the Idle cell, enter the number of units that the equipment was idle.
   10. In the Rental Unit cell, enter the number for the type of unit by which you bill the equipment.
   11. In the Operated Rental cell, enter the number of units for which you are billing.
   12. In the Standby Rental cell, enter the number of units for which you are billing.
   13. In the Idle Rental cell, enter the number of units for which you are billing.
4. Click File > Save.