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This text refers to program version 4.2  

Creating Work Sheet Transactions - from Activities

A Work Sheet Transaction can be created when an Activity is marked as Done and saved. For this to happen, the Activity must be assigned an Activity Type which itself belongs to an Activity Class whose Create Work Sheet Transaction box is checked. Once the appropriate Activity Types and Activity Classes have been defined, it becomes easy for users to register their own time using the Calendar or Task Manager. However, Activities cannot remove Items from stock and therefore cannot be used to record the use of spare parts. This has to be done using Work Sheets.

Enter the Activity in the usual fashion. Time can be entered directly to the Cost (Time) field, or it can be calculated automatically once the Start and End Times have been entered. You can choose any Task Type, but the Calendar Type must be Time.

Once you have chosen an Activity Type and entered a Cost (Time), change to the 'Service' card to specify the Service Order and the Serial Number of the Item being repaired and to enter an Item representing the type of work carried out. This must be a Service Item. To help with this process, you can set up your Activity Types so that when one is entered to an Activity the appropriate Item is brought in automatically.

When you mark the Activity as Done and save it, a separate Work Sheet Transaction will be created. This can then be viewed from the Work Sheet Transaction register:

The Registered and Invoice Quantities are taken from the Cost (Time) field of the Activity (converted to decimal figures). The Unit Price according to the valid Price List for this Customer is used. If the Customer has no Price List specified, or the Item is not on the Price List in question, the Base Price from the Item record is used. The Cost is taken from the Cost per Hour field on the 'Job Costing' card of the Person record or, if this is blank, from the Cost Price of the Item. A discount percentage will be calculated if a Discount Matrix that includes the Item has been allocated to the Customer.

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