Miscellaneous cost registration standalone WO

Background

Technicians in the field have a requirement to receive default miscellaneous cost lines in their reporting tools to support their miscellaneous cost reporting.

Setup

You must complete these steps:

• Create miscellaneous cost items in 'Item. Open' (MMS001). The items must be non-stocked and must have a non-material item category. Set the non-material type to 6-'Expense'.
• Create miscellaneous cost type defined as an Item in 'Cost Type. Open for Miscellaneous Costs' (COS160). Specify values to be set as defaults when adding miscellaneous cost records.
• Default miscellaneous costs are predefined in 'Product. Connect Materials/Operations' (PDS002), 'Service Revision. Connect Operation and Materials' (ECS312), 'Work Request. Open Line' (MOS171), and 'Work Order. Open Line' (MOS101) by creating material lines for the miscellaneous cost items.

Follow these steps

Follow these steps to register miscellaneous cost:

1. Start (COS155).

2. Select sorting order. You can use quick entry (open subfile) or detailed entry (panel E) for miscellaneous cost registration. Sorting orders 1-50 are for quick entry registration and sorting orders 51-99 for detailed entry registration.

3. If miscellaneous cost items are created in (MOS101), they must be imported to (COS155). To do this, populate the work order number in the 'Rtrv WO misc' field and press the Retrieve key. This field is not a filter field and is visible across all sorting orders, so you can retrieve miscellaneous cost records. If miscellaneous cost items are manually created in (COS155), the records in (MOS101) are automatically created from (COS155).

4. Define the order category by assigning the value 6='WO'. Add the reference order, reference order line, and the miscellaneous cost type.

5. Press Enter. The program retrieves the price and cost according to miscellaneous price and cost origin sequences on the agreement if the customer and agreement are populated on the work order. If not, the cost is determined by either the component price from the work order line or the purchase price in the item master, while the price is set to zero. You can also set the price and cost manually with the 'Manually updated' field. The default values are retrieved from 'Cost Type. Open for Miscellaneous Costs' (COS160), and the service manager is retrieved from the employee.

6. Press Enter to save.

   The status is now 10 = Preliminary.

Follow these steps to confirm and approve or reject miscellaneous cost:

1. In (COS155), select related option 21='Confirm'.

   If a mandatory approval is defined in (COS160), the miscellaneous cost line is updated to 20='Approve' and requires approval before the work order line status in (MOS101) is updated and accountings are created if update general ledger is set.

2. To approve the transaction, select related option 22='Approve'.

3. To reject the status 20 transaction, select related option 23='Reverse to reporter'. The status is set to 15='Reversed' and the miscellaneous cost transaction must be corrected and confirmed once again for approval.

   If a mandatory approval is not required for the cost type, or the miscellaneous cost is manually approved, the miscellaneous status and the work order line status in (MOS101) is updated to 90 and accountings are created if update general ledger is set.

Miscellaneous cost status descriptions

This table shows the miscellaneous cost type as an item:

COS155 status:	MOS101 status:
10 = Preliminary	20 = Preliminary
15 = Reversed
20 = Approve	25 = Ready for Approval
30 = Confirm	90 = Approved
90 = Transferred	90 = Completed