Viewing a Work Sheet Transaction - Card 1
This page describes the fields on card 1 in the Work Sheet Transaction record window. Please follow the links below for descriptions of the other cards:
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- Reg. Qty
- The number of hours worked or the number of Items supplied, taken from the Quantity field in the Work Sheet row or from the Cost (Time) in the Activity (converted to a decimal figure). This field cannot be changed.
- Inv. Qty
- The quantity to be invoiced. By default, this will be the same as the Registered Quantity. You can change the Inv. Qty as required. When you create an Invoice from the Work Sheet Transaction, as well as specifying the Qty in the resulting Invoice row, the Inv. Qty will be added to the Invoiced fields on flip B of the Work Sheet row and flip B of the parent Service Order row.
- Price
- The unit price in Currency of the spare part or labour to be charged to the Customer before any discount or markup.
- If the Work Sheet Transaction was generated from a Work Sheet, this will be taken from Unit Price field in the appropriate Work Sheet row.
- If the Work Sheet Transaction was generated from an Activity, the Unit Price of the Item according to the valid Price List for the Customer will be 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 will be used.
- You can change the Price in an individual Work Sheet Transaction.
- Disc %
- If the Work Sheet Transaction was generated from a Work Sheet, a discount percentage will be brought in from the appropriate Work Sheet row. If it was generated from an Activity, a discount percentage will be calculated if you have allocated a Discount Matrix that includes the Item to the Customer.
- You can also enter a percentage figure yourself or a negative percentage to effect a price uplift.
- The discount will be applied to the unit price, before it is multiplied by the invoiceable quantity.
- Markup
- Enter an amount in Currency to be added to the total price, or enter a percentage in the form "10%" to calculate a 10% markup. You can enter a negative figure to effect a discount.
- The Markup will be applied after the unit price has been multiplied by the invoiceable quantity.
- Sum
- The amount to be invoiced, in Currency and taking any Discount and Markup into account.
- Cost
- The unit cost of the spare part or labour, which will be used to calculate the gross profit (below).
- If the Item is a Stocked Item, the Cost Price will be the unit FIFO value from the relevant Work Sheet row (flip D).
- If the Item is a Service Item, it will be the hourly cost of the Employee, taken from the Cost per Hour field on the 'Job Costing' card of their Person record. If this is blank, it will be the Cost Price of the Item plus its Extra Cost, from the 'Costs' card of the relevant Item record.
- If the Item is a Plain or Structured Item, it will be the Cost Price of the Item plus its Extra Cost.
- This figure will be in your home Currency (or in Base Currency 1 as defined in the Base Currency setting in the System module).
- GP
- The gross profit of the Work Sheet Transaction.
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The Work Sheet Transaction register in Standard ERP:
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