Edit Work Order Charges

You can use the Work Order Charges Search page in the Redwood UX to access the Work Order Charges details page. Here you can edit charges before you post them.

To open the Work Order Charges details page from the Work Order Charges Search page:

1. Click the Manage Charges icon. This opens the Work Order Charges details page.

   

2. Prior to posting charges, in the Work Order table:

   • Review the work order header information.

   • Edit the header details by clicking the Edit icon.

3. Add new charges by clicking Add Charges in the Work Order section.

4. In the Charges table, edit an existing charge by clicking the Edit icon at the line level for any charge line.

5. Add and edit manual adjustments to the charge lines by clicking the Your Price link.

6. Review the applied adjustments by clicking the Amount link.

7. Reprice the charge lines based on your pricing strategy setup by clicking the Reprice button.

8. Select an action to add charges to the work order, such as parts, labor, and expenses:

   • Add Part

   • Add Labor

   • Add Expense

9. Change the currency for charge lines and view the price and amount in your desired currency based on your pricing strategy by clicking the Change Currency button.

10. Post the work order charges by clicking Post Charges and Close.