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This text refers to program version 8.5  

Creating Work Sheet Transactions (Checking Work Sheets and Marking as OK)

After entering a Work Sheet and carrying out the work that it represents, you should check it before marking it as OK, to ensure that it accurately reflects the hard copy time sheet submitted by the employee. Normally, this task will be carried out by an appointed manager.

When you mark a Work Sheet as OK and save, separate records for each row in the Work Sheet will be created in the Work Sheet Transaction register. These Work Sheet Transaction records will be used to construct the Invoices that you will create for time spent and spare parts used.

To mark a Work Sheet as OK, open it in a record window, tick the OK box and save. Separate Work Sheet Transactions will be created for each row in the Work Sheet. You can view them from the Work Sheet Transaction register:

Quantities and pricing will be taken from the corresponding Work Sheet row.

As well as creating Work Sheet Transactions, marking a Work Sheet as OK and saving will have the following consequences:

1. If the Update Stock box on the 'Date' card of the Work Sheet is ticked, stock levels of any Stocked Items listed in the Work Sheet (i.e. spare parts used) will be amended.
   

2. 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. you are maintaining a stock valuation in the Nominal Ledger), a stock Transaction in the Nominal Ledger will be raised if you have used any Stocked Items in the Work Sheet. Please refer to the Nominal Ledger Transactions from Work Sheets page for details about this Transaction and here for a more general description of Cost of Sales postings and cost accounting.

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The Work Sheet register in Standard ERP:

• Introduction
  

• Entering a Work Sheet
  

• Raising a Purchase Order for Spare Parts
  

• Creating Work Sheet Transactions (Checking Work Sheets and Marking as OK)
  

• Nominal Ledger Transactions from Work Sheets
  

• Operations menu
  

• Create menu
  

• Row menu

Go back to:

• Home page for Service Orders manual
  

• Home page for Standard ERP manual

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