Setting Up Work Codes

Work codes represent the type of work that is recorded to a service order.

  1. Open the Work Codes form.
  2. Specify this information:
    Work Code
    Specify a unique alphanumeric code to represent the type of work that is recorded to a service order.
    Description
    Specify an explanation for the type of work represented by the code. This description is used by default when selecting a work code on a form that also has a Description field.
    Active
    This field is selected by default. To deactivate a work code, clear the Active check box. Deactivated codes are not displayed in drop-down lists on all applicable forms.
  3. Specify this information:
    Cost
    Specify an hourly expense to associate with the type of work.
    Rate
    Specify an hourly charge to associate with the type of work.
  4. Specify these codes:
    Cost Code
    Select a cost code. Cost codes are used to classify project costs into categories. A cost code belongs to one of three cost classes:
    • Material
    • Labor
    • Other
    Cost codes are assigned to project transactions. These codes control which General Ledger accounts receive the transaction cost amount.
    Cost Code Description
    A description of the cost code is displayed.
    Tax Code
    Select a tax code, which represents how the sales tax is calculated. Selections are set up and maintained on the Tax Codes form.
    Tax Code Description
    A description of the tax code is displayed.
  5. Specify the duration of time for the type of work.
  6. Save the record.
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