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 For Selected Record(s)
Deletes all Cost Markup records associated with one or more Material Resource 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 for Selected Record(s)
Copies established Cost Markups from the Cost Markup Library into multiple Material Resources' Cost Markup grids, eliminating the need to repeat the action for each Material Resource 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.
Add Part Warranty To Vehicle for Selected Record
Creates a new Warranty record for the Fleet asset on the Work Order and copies the selected Material'swarranty terms (Length or Distance)and Warranty Vendor Code to that Warranty. To run this Toolkit, the Work Order must list a Fleet vehicle as an asset.
In the Work Orders module, click the to expand the desired Work Order record. (This Work Order must list a single Fleet vehicle as an Asset.)
In the Tasks > Materials grid, select the Material with the Warranty you'd like to add to the Vehicle.
Click the button in the Materials grid and select Add Part Warranty to Vehicle for Selected Record.
The Toolkit creates a new Warranty record, copying the Material's Description to the Warranty's Description field.
If the Part linked to the Material is also listed in the Fleet record's Subcomponent grid, the system applies the Warranty to that subcomponent, rather than the entire vehicle. (That is, the Warranty will appear in the Subcomponent's Warranty grid, rather than the Vehicle's Warranty grid.)
Attach To Existing Requisition for Selected Record
Enables you to request a Material Resource by attaching it to an existing Material Requisition record linked to a Work Order. This allows users to request parts not normally kept in stock, or which they do not have permission to disburse.
In order to run the Toolkit only one Material may be selected. That Material must:
not already be attached to any Requisition;
be attached to the same Work Order as the desired Material Requisition;
be linked to a Parts Inventory record; and
include an Estimated Units quantity that is greater than the Units quantity.
In the Work Orders module, expand the desired Work Order record.
Expand a record in the Tasks grid. the desired Work Order record.
Select a record in the Material Resources grid. The record must meet the following conditions in order to run the tool:
not already be attached to any Requisition;
be attached to the same Work Order as the desired Material Requisition;
be linked to a Parts Inventory record; and
include an Estimated Units quantity that is greater than the Units quantity.
Select the Toolkit and select the Attach To Existing Requisition | Selected Record tool.
The toolkit runs and attaches the Material to the existing Requisition. A confirmation notification will appear in the bottom corner of the screen.
Create Requisition For Selected Material for Selected Record
Enables you to create a Material Requisition directly from the Work Order in order to request a Material that is not available in the warehouse. This allows users to request parts not normally kept in stock, or which they do not have permission to disburse.
In order to run the Toolkit, the selected Material(s):
must not already be attached to a Requisition;
must be linked to a Parts Inventory record; and
must include an Estimated Units quantity that is greater than the Actual Units value.
In the Work Orders module, click the to expand the desired Work Order record.
In the Work Order > Tasks > Materials grid, select one or more Material records for which you want to see related Requisitions.
Click the Toolkit in the Materials grid and select the Go To Existing Requisition | Selected Record(s) tool. The system launches a Material Requisition view for each related Requisition.
Populate Dates and Units | Selected Records
Enables a user to record the Dates on which materials were used on a Work Order Task and the number of Units that were used without having to open the Material resource record(s). This feature is especially useful when a task involves several types of materials.
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 >Materials grid, select the Material record(s) to which you want add dates and units.
Click the button in the Materials grid and select the Populate Dates and Units | Selected Record(s) tool. The following pop-up appears:
Enter the Res Start Date and Res End Date.
Enter the Res Start Time and Res End Time.
Enter the amount of the material used in the Units field.
Click OK. The Toolkit overwrites any existing values in the corresponding Date/Time/Units fields in the selected Material Resource record(s).
Important: This Toolkit will not run if one or more of the selected Materials has the Processed by Financials option enabled on its Material Setup record.
If the part is only stored in one location the system will begin to check quantities. Go to Step C
If the part is stored in multiple Warehouse Locations the following pop-up will appear:
Click Distribute the following pop-up will appear:
Enter the desired quantities from the desired locations. The Quantity Selected fields must total the quantity of part(s) listed at the top of the pop-up. (The example above lists "5" Front Brake Rotors.). Once all the part have been accounted for, click Distribute. Go to Step C.
The system checks the requested number of Units versus the Warehouse Location's Units for the Part.
If there are no problems with disbursing the request quantity, the parts will be disbursed and the tool will close.
If there are issues with the material quantities, the following message will appear::
Click Dismiss to go back to the tool and change the requested number of units to match the number available or cancel the toolkit.
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.
