Reviewing Charges by Job or Business Unit

Access the Work Order Cost by Job form.

To review detailed transaction information for a work order, select a record in the detail area, and then select Work Order Cost from the Row menu. To help control costs and increase productivity, you can review work order costs that are charged to a particular job or business unit. You can review a summary of these costs, or you can review the charges that are within a specific date range or ledger type. If you do not limit the search criteria, the system displays all work orders within the job or business unit, along with the estimated hours, actual hours, and costs for each work order.

Job or BU (job or business unit)

Enter a value that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a job, project, work center, or branch/plant.

Use the same number that you entered in the Charge to BU field on the Enter Work Orders form. The Job or BU field on the Work Order Cost by Job form refers to the value that appears in the Charge To BU field on the Enter Work Orders form. It does not refer to any other business unit to which you might have applied work order costs on the cost entry forms.

Business unit security can prevent you from locating business units for which you have no authority.

Ledger Type

Enter a user-defined code (09/LT) that specifies the type of ledger, such as AA (Actual Amounts), BA (Budget Amount), or AU (Actual Units). You can set up multiple, concurrent accounting ledgers within the general ledger to establish an audit trail for all transactions.

Phase

Enter a user-defined code (00/W1) that indicates the current stage or phase of development for a work order. You can assign a work order to only one phase code at a time.

To review accumulated totals for a work order, complete the From Date/Period field and click Find. The system displays accumulated totals, beginning with the first work order in the phase that you select.

Note: Certain forms contain a processing option that allows you to enter a default value for this field. If you enter a default value on a form for which you have set this processing option, the system displays the value in the appropriate fields on any work orders that you create. The system also displays the value on the Project Setup form. You can either accept or override the default value.

From Date/Period

Enter the beginning date of the range in a search. If you do not specify a beginning date, the system uses the current date.

Thru Date/Period

Enter the ending date for the period that you want to review. If you leave this field blank, the system uses the ending date of the current period specified for the company.