Entering job costs for equipment time and materials billing
Entering job costs for equipment
Note: This functionality is available only if you have the Equipment Module.
To enter job costs for equipment:
- Open 8-4 Equipment Allocation.
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In the transaction header, enter information about the allocation that will be passed to General Ledger when you post the transaction:
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Transaction#. Type a code to identify the allocation transaction.
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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.
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Description. Type a short description (up to 50 characters) to explain the allocation, or select a standard description from the quick list.
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- For each piece of equipment for which you want to create a cost record:
- In the Date cell, enter the date of equipment use.
- In the Description cell, enter a brief statement about the work.
- In the Job cell, enter the job number.
- In the Phase cell, enter the phase number.
- In the Cost Code cell, enter the cost code number.
- In the Operated Equipment cell, enter the equipment number.
- In the Operated cell, enter the number of units that the equipment was operated.
- In the Standby cell, enter the number of units that the equipment was on standby.
- In the Idle cell, enter the number of units that the equipment was idle.
- Click > .
Tips:
- When a cost record is incorrect, make an adjusting entry in the 8-4 Equipment Allocation window.
- If you attribute too few hours to equipment, create a new cost entry for the difference in the appropriate Operated, Standby, or Idle column.
- If you attribute too many units to a piece of equipment, create a new cost entry for a negative amount in the appropriate Operated, Standby, or Idle column.