Entering a Work Sheet - Header
This page describes the fields in the Header in the Work Sheet record window. Please follow the links below for descriptions of the other cards:
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- No.
- Paste Special
Select from another Number Series
- The Work Sheet Number is the unique identifying number of each Work Sheet. In a new Work Sheet record, the default will be chosen as follows:
- It will be taken from the first valid row in the Number Series - Work Sheets setting.
- It will be the next number following on from the last Work Sheet entered.
- You may change the default, but not to a number that has already been used. If you have defined at least one number sequence in the Number Series - Work Sheets setting, the number you change to must be inside a valid number sequence.
- You will not be able to save a Work Sheet if its Number does not belong to a valid number sequence. A valid number sequence is one for the period in which the Date of the Work Sheet falls and with unused numbers, so this problem will most usually occur at the beginning of a new calendar or financial year.
- If you are working in a multi-user system, the Work Sheet Number will be assigned when you save the Work Sheet for the first time, chosen as described above and providing you have not already specified a number yourself.
- Customer, Name
- Paste Special
Customers in Contact register
- Default taken from Work Order or Service Order
- The Customer Number and Name will be taken from the originating Work Order or Service Order and should not be changed.
- OK
- The purpose of a Work Sheet is to register the time spent and the spare parts used in a repair. Entering a Work Sheet prior to carrying out the work can be useful if you need to reserve spare parts or if you need to create Purchase Orders for spare parts. When you have carried out the work, you can mark the Work Sheet as OK and save, to signify that the work has been completed.
When you mark a Work Sheet as OK and save, Work Sheet Transaction records will be created automatically (one for each Work Sheet row). These Work Sheet Transactions will be used to construct the Invoice for the time spent and spare parts used. If the Update Stock option in the Work Sheet has been selected, stock levels of any Stocked Items (i.e. spare parts used) will be amended. If you have determined using the Sub Systems setting in the Nominal Ledger and the Number Series - Work Sheets setting that Cost of Sales transactions are to be created from Work Sheets (i.e. if you are maintaining a stock valuation in the Nominal Ledger), a stock Transaction in the Nominal Ledger will also be raised if you have included any Stocked Items in the Work Sheet. The nature of this Transaction is described on the Nominal Ledger Transactions from Work Sheets page. Please refer here for a more general description about posting Cost of Sales.
- Because of these consequences, once you have marked a Work Sheet as OK and saved it, you will not be able to change it or delete it. However, you will be able to alter the Work Sheet Transaction records can be altered in the time before you create the Invoice.
- You can use Access Groups to prevent certain users from marking Work Sheets as OK. To do this, deny them access to the 'OK Work Sheets' Action.
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The Work Sheet register in Standard ERP:
Go back to:
Introduction to the Work Sheet register
