In the desired Work Orders > Tasks >Resources grid (Employees, Equipment, Materials, Fluids or Contractors), select the records to which you want to add a Cost Markup.
Click the Toolkit in the Resource grid. Select the Add Cost Markup | Selected Record(s)Toolkit.The following window opens:
Select the Adjustment Type (required).
Percentage - Applies a fraction of the Resource's cost as a markup.
Flat Rate - Applies a set amount as a markup.
Enter Amount To Adjust (required).
If you chose Percentage, enter a number. The system will convert the number to a percentage and multiply it by the Resource's cost.
If you chose Flat Rate, enter the dollar amount the system should add to the Total Cost.
If you selected Flat Rate in Step 3, use the Calculate On field to select how the flat rate should be applied:
1|Units - Multiplies the Flat Rate by the Resource's Units value to determine the markup.
2|Subtotal - Adds the Flat Rate as a fixed value.
Enter a Not To Exceed value, if desired. If Total Cost Markup > Not To Exceed, the Not To Exceed value will replace the Total Cost Markup.
Select OK. A new Cost Markup record now appears in each of the selected Resource records' Cost Markup grid. If you open the Resource form, you'll also notice that the Cost Markup field is updated.
Clear Cost Markup | Selected Record(s)
Deletes all Cost Markup records associated with one or more EmployeeResource records on a Work Order in a single action.
In the desired Work Orders > Tasks >Resources grid (Employees, Equipment, Materials, Fluids or Contractors), select the record(s) from which you want to remove Cost Markups.
Click the button in the Resource grid and select Clear Cost Markup | Selected Record(s). A pop-up appears asks the user to confirm that he or she wants to remove all Cost Markups from the selected Work Order Resources.
Click Yes. The tool clears the Cost Markup grids for the selected Resources and clears the Cost Markup field on the individual Resource record(s).
Load Cost Markup(s) from Library | Selected Record(s)
Copies established Cost Markups from the Cost Markup Library into multiple Employee Resources' Cost Markup grids, eliminating the need to repeat the action for each Employee on a Work Order.
In the Work Orders module, click the to expand the desired Work Order record.
In the desired Work Order > Tasks > Resource grid (Employees, Materials, Fluids, Equipment or Contractors), select one or more Resource records to which you want to load a Cost Markup(s) from the Cost Markup Library.
Click the Toolkit in the Resource grid and select Load Cost Markup(s) from Library for Selected Record(s). A pop-up opens that lists the existing Cost MarkupLibrary records.
Choose the desired Cost Markup and click Select. The Cost Markup record(s) in the selected Library are loaded into the Cost Markup grid of each of the Resources you selected in Step 2, and the Cost Markup field on the Resource record is updated to reflect the new total.
Populate Dates and Hours | Selected Record(s)
Enables a user to record the Dates and Units (hours) that one or more employees worked on a Work Order Task without having to open the Employee resource record(s). This feature is especially useful when a task involves several employees.
To run a Toolkit that updates Task Units on Work Order records, you must have the Toolkit - Update Units permission for the Work Orders module.
In the Work Orders> Tasks >Employees grid, select the Employee record(s) to which you want to add work dates and hours.
Click the button in the Employees grid and select the Populate Dates and Hours | Selected Record(s) tool. The following pop-up appears:
Enter the Date the work was performed and the Res Start Time and Res End Time.
Enter the Units (hours) worked:
To automatically calculate the Units value:
Mark the Auto Calculate Units box. The Units field becomes read-only, and the system calculates the Units value based on the Res Start Time and Rest End Time.
Click OK. The toolkit overwrites any existing values in the corresponding fields in the selected Employee resource record(s).
Important: This Toolkit will not run if one or more of the selected Employees has the Processed by Financials option enabled on their Employee Setup record.
How to add a Cost Markup to selected Resources
To run a Toolkit that updates Task Units on Work Order records, you must have the Toolkit - Update Units permission for the Work Orders module.
in the Resource grid. Select the Add Cost Markup | Selected Record(s) Toolkit. The following window opens:
to expand the desired Work Order record.