Work Order Labor and Tools Usage Costs

PeopleSoft Project Costing uses actual work order time recorded for labor and tools usage to price the transactions for costing or billing. Work order labor transactions share the time capture tables and processes with the PeopleSoft Expenses system, and therefore PeopleSoft Project Costing collects work order labor transactions by using the Expenses to Project Costing Application Engine process (PC_EX_TO_PC). Users enter tools usage directly in PeopleSoft Maintenance Management, and therefore PeopleSoft Project Costing collects work order tools usage transactions by using the Maintenance Management Tools Usage Application Engine process (PC_WM_TO_PC).

Work Order Transactions Associated with Work Order-Managed Projects

The PeopleSoft Project Costing cost collection processes trigger the Pricing process, which assigns a value of H (on hold) as the general ledger (GL) distribution status for transactions on open work order tasks that are associated with work order-managed projects. After work order transactions are priced according to the activity rate set and inserted into the Project Transaction table, you can view them on the Transaction List page by searching for transactions in the analysis groups that contain the analysis types that are specified for work order labor or tools usage.

When you close the work order task, the Work Order Close Application Engine process (WM_CLOSE) updates the status to C (costed) for transactions that are associated with work order-managed projects. Then you run the Process Project Accounting Application Engine process (PSA_ACCTGGL) to generate the accounting entries. PeopleSoft Project Costing sends transactions to GL for work orders that are associated with work order-managed projects only after the work order tasks are closed. This prevents the Process Project Accounting process from processing transactions for open work order tasks.

Administrators can use the Rate Selection and Rate fields in the Project Costing group box on the Work Order Definition - Integration page in PeopleSoft Maintenance Management to specify the rate set or rate plan that the system uses as a default for chargebacks for work order-managed projects. The default rate set or rate plan on the work order business unit overrides the default project rate set or plan on the project.