Language:


HansaManuals Home   >> Standard ERP   >> Service Orders   >> Work Sheet Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.5  

Introduction to the Work Sheet register

The Work Sheet is the mechanism that allows you to register the time spent and the spare parts used in a repair against a Work Order and hence against a Service Order. Whenever you carry out repair work, you should enter a Work Sheet and, when you have finished the work, mark the Work Sheet as OK. You can enter Work Sheets in advance of the work being done: this will enable you to raise Purchase Orders for spare parts where there is a shortfall in stock. When you mark a Work Sheet as OK and save, a separate Work Sheet Transaction will be created for each row in the Work Sheet: these Work Sheet Transactions will be used to construct Invoices for the work. Marking Work Sheets as OK also causes stock levels of any spare parts used to be amended accordingly.

You can enter Work Sheet records directly to the Work Sheet register, and generate them from Work Orders and Service Orders, using the 'Work Sheet' function on the Create menu (Windows/macOS) or + menu (iOS/Android). You can also create Work Sheets from Quotations, allowing you to quote for repairs in advance.

To open the Work Sheet register, first ensure you are in the Service Orders module. Then, if you are using Windows or macOS, click the [Registers] button in the Navigation Centre and double-click 'Work Sheets' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Work Sheets' in the 'Registers' list. In both cases, the 'Work Sheets: Browse' window will be opened, listing the Work Sheets that you have already entered:

The OK column will contain "√" for Work Sheets that you have marked as OK, while the Inv column will contain "√" if at least one Invoice has been created from a Work Sheet.

If you are using Windows or macOS, you can change the sort order by clicking on the column headings. To reverse any sort, simply click once again on the column heading. The current sort order is marked by the column heading being coloured blue. If you are using iOS or Android, tap on the column heading and choose the sort order you need. Repeat the procedure to reverse the sort.

To search for a particular Work Sheet, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field in the top of the window (in the top right-hand corner if you are using Windows/macOS) and press the Return key (macOS) or Search (iOS/Android). The first record containing a match for your search string will be highlighted (if you are using Windows, a match will be highlighted as you type each character). For example, to search for a particular Customer Name, sort by Name before entering a Customer Name (or the first few characters) in the Search field.

If you are using Windows or macOS, there will be three buttons in the top left-hand corner of the 'Work Sheets: Browse' window. These are part of the Limited Access feature. You can use them as follows (Windows versions of the buttons illustrated on the left, macOS on the right):

Lists all Work Sheets.

Lists Work Sheets belonging to members of the same Sales Group as the current user (i.e. Work Sheets in which the Salesman belongs to the same Sales Group as the current user).

Lists Work Sheets belonging to the current user (i.e. Work Sheets where the Employee field contains the Signature of the current user).
You can also prevent a user from seeing all Work Sheets in the list by restricting their view to their own Work Sheets or to those of their Sales Group.

Please refer to the page describing the 'Access' card in the Person register for full details about the Limited Access feature.

Please refer to the following pages for more details about the Work Sheet register in Standard ERP:

---

Go back to:

Previous   Next   Top            Entire Chapter in Printable Form