Labor Editor Defaults - Revision history

DavidG: Fixed video player

2022-03-31T20:23:41Z

Fixed video player

Amy: /* Billing Status field */

2014-11-20T17:31:13Z

Billing Status field

Amy at 17:17, 20 November 2014

2014-11-20T17:17:13Z

Amy: /* Labor Unit Cost Defaults */

2012-10-23T21:22:54Z

Labor Unit Cost Defaults

Amy: /* Labor Unit Cost Defaults */

2012-10-23T21:22:38Z

Labor Unit Cost Defaults

Amy: /* Labor Unit Cost Defaults */

2012-10-23T21:21:31Z

Labor Unit Cost Defaults

Amy: /* Labor Unit Cost Defaults */

2012-10-16T21:51:21Z

Labor Unit Cost Defaults

Amy: /* Labor Unit Price Defaults */

2012-10-16T21:45:02Z

Labor Unit Price Defaults

Amy: /* Labor Unit Cost Defaults */

2012-10-16T21:40:53Z

Labor Unit Cost Defaults

Amy: /* Labor Unit Cost Defaults */

2012-10-16T21:39:25Z

Labor Unit Cost Defaults

← Older revision		Revision as of 20:23, 31 March 2022
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−	~~<videoflash>~~BmvGv9jdfP0~~</videoflash>~~	+	{{#ev:youtube\| BmvGv9jdfP0 }}

	<br> When adding Labor to an order or an invoice, you can setup default values for the Unit Cost and Unit Price fields.		<br> When adding Labor to an order or an invoice, you can setup default values for the Unit Cost and Unit Price fields.

@@ Line 57: / Line 57: @@
 == Billing Status field ==
 <br>[[File:BillingStatus_EqualScheduled.png]]
 <br>
@@ Line 64: / Line 67: @@
 <br>[[File:BillingStatus_LaborEditor.png]]
 <br>
 <br>Billing status can be set as default in following areas:
-<br>- Setup>Company>Customer Defaults>Rates and Charges Defaults.  This will allow setting of a default billing status for any newly generated customers.
+<br>- Set a default on any new customer created: '''Setup'''> '''Company''' > '''Customer Defaults'''>''' Rates and Charges Defaults'''.  This will allow setting of a default billing status for any newly generated customers.
-<br>- Customer>Rates.  Once set all orders created for this customer will have this default billing status
+<br>-  Set a default on a customer:  '''Customer''' > '''Rates'''.  Once set all orders created for this customer will have this default billing status
-<br>- Service or Install Orders>Details and Settings.  Once billing status is set, all new labor created will use this billing status but it can be changed.
+<br>-  Set on an individual order: Service or Install Orders> '''Details and Settings'''.  Once billing status is set, all new labor created will use this billing status but it can be changed.
-<br>-Service or Install Orders>Order Items>Labor.
+<br>-  Set on individual labor items: Service or Install Orders> Order Items> Labor.
 <br>

← Older revision		Revision as of 17:17, 20 November 2014
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	<br>[[File:Technician_WageCostSetting.png]]		<br>[[File:Technician_WageCostSetting.png]]
		+
		+
		+
		+	== Billing Status field ==
		+
		+	<br> Billing status options to charge Fixed hours, scheduled hours, or actual time tracking hours.
		+	<br>[[File:BillingStatus_EqualScheduled.png]]
		+	<br>
		+	<br> Billing status on labor replaces the checkbox “Equal Billable to make scheduled = billable”
		+	<br>[[File:BillingStatus_LaborEditor.png]]
		+	<br>
		+	<br>Billing status can be set as default in following areas:
		+	<br>- Setup>Company>Customer Defaults>Rates and Charges Defaults. This will allow setting of a default billing status for any newly generated customers.
		+	<br>- Customer>Rates. Once set all orders created for this customer will have this default billing status
		+	<br>- Service or Install Orders>Details and Settings. Once billing status is set, all new labor created will use this billing status but it can be changed.
		+	<br>-Service or Install Orders>Order Items>Labor.
		+	<br>

@@ Line 41: / Line 41: @@
 <h3>Option for Service Item to drive Labor Cost</h3>
-<br>If you want to overwrite the payroll cost with the cost of the service item selected in the Labor, you need check a setting in the Setup module.
+If you want to overwrite the payroll cost with the cost of the service item selected in the Labor, you need check a setting in the Setup module.
 <br>[[File:OverridePayrollCost.png]]
 <br>1. Go to '''Setup''' > '''Company''' > '''Orders'''
@@ Line 49: / Line 49: @@
 <h3>Tech Wage Cost field drives Labor Cost</h3>
-<br>If you don't want to use Payroll Item, the value in the technicians Wage Cost field populates the Unit Cost field.
+If you don't want to use Payroll Item, the value in the technicians Wage Cost field populates the Unit Cost field.
 <br>Go to '''Setup''' > '''Users''' and search for your tech. Click the '''Technician Settings''' tab. Enter the '''Wage Cost'''. Remember, if there is a Payroll Item selected on the Labor Editor, the Wage Cost will be overwritten by the Payroll Item.
 <br>[[File:Technician_WageCostSetting.png]]

@@ Line 31: / Line 31: @@
 == Labor Unit Cost Defaults ==
 The '''Payroll Item''' selected in the Labor Editor drives the '''Unit Cost''' as shown in the image below.
 <br>[[File:LaborEditor_DrivesUnitCost.png]]
@@ Line 39: / Line 40: @@
 <br>[[File:WageItemEditor_SetupPayrollItem.png]]
 <br>If you want to overwrite the payroll cost with the cost of the service item selected in the Labor, you need check a setting in the Setup module.
 <br>[[File:OverridePayrollCost.png]]
@@ Line 46: / Line 48: @@
 <br>Now when entering labor, the service item will drive the price and also the cost of the labor.
+<h3>Tech Wage Cost field drives Labor Cost</h3>
 <br>If you don't want to use Payroll Item, the value in the technicians Wage Cost field populates the Unit Cost field.
 <br>Go to '''Setup''' > '''Users''' and search for your tech. Click the '''Technician Settings''' tab. Enter the '''Wage Cost'''. Remember, if there is a Payroll Item selected on the Labor Editor, the Wage Cost will be overwritten by the Payroll Item.
 <br>[[File:Technician_WageCostSetting.png]]

← Older revision		Revision as of 21:21, 23 October 2012
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	<br>Search for the Payroll Item you want to edit. Add the technicians by clicking '''Add From Techs'''. Enter the '''Wage Amount'''		<br>Search for the Payroll Item you want to edit. Add the technicians by clicking '''Add From Techs'''. Enter the '''Wage Amount'''
	<br>[[File:WageItemEditor_SetupPayrollItem.png]]		<br>[[File:WageItemEditor_SetupPayrollItem.png]]
		+
		+	<br>If you want to overwrite the payroll cost with the cost of the service item selected in the Labor, you need check a setting in the Setup module.
		+	<br>[[File:OverridePayrollCost.png]]
		+	<br>1. Go to '''Setup''' > '''Company''' > '''Orders'''
		+	<br>2. Click '''Edit''' and check '''Override payroll cost from service item on labor records'''.
		+	<br>3. Click '''Save'''.
		+	<br>Now when entering labor, the service item will drive the price and also the cost of the labor.

@@ Line 14: / Line 14: @@
 <br>4. Select their default service item in the '''Service Item''' field. When you select that tech in a labor item, the service item will default to what is set as their default. You can always change the service item, this is simply their default.
 <br>[[File:Technician_DefaultServiceItem.png]]
 <br> If you enter a Wage Rate value in the Technician Settings tab, that amount will populate the labor editor when the tech is selected. Please note, if you select a service item, the “wage rate” amount will be overwritten.
@@ Line 26: / Line 29: @@
 <br>[[File:QB_SMP_Labor_SetToNonTax.png]]
 <br>[[File:SME_SMP_Item_setToNonTaxable.png]]
 == Labor Unit Cost Defaults ==

@@ Line 34: / Line 34: @@
 <br>To setup a payroll item for your technician, go to '''Utilities''' > '''Payroll/Wage items'''. Click '''Run It''' to open the '''Wage Item Editor''' window.
 <br>Your payroll Items from QuickBooks will be imported into SME
 <br>[[File:WageItemEditor_SetupPayrollItem.png]]

← Older revision		Revision as of 21:39, 16 October 2012
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	== Labor Unit Cost Defaults ==		== Labor Unit Cost Defaults ==
		+	The Payroll Item selected in the Labor Editor drives the Unit Cost as shown in the image below.
		+	<br>[[File:LaborEditor_DrivesUnitCost.png]]
		+
		+	<br>To setup a payroll item for your technician, go to '''Utilities''' > '''Payroll/Wage items'''. Click '''Run It''' to open the '''Wage Item Editor''' window.
		+	<br>Your payroll Items from QuickBooks will be imported into SME
		+	<br>[[File:WageItemEditor_SetupPayrollItem.png]]
		+
		+
		+	<br>If you don't want to use Payroll Item, the value in the technicians Wage Cost field populates the Unit Cost field.
		+	<br>Go to '''Setup''' > '''Users''' and search for your tech. Click the '''Technician Settings''' tab. Enter the '''Wage Cost'''. Remember, if there is a Payroll Item selected on the Labor Editor, the Wage Cost will be overwritten by the Payroll Item.
		+
		+	<br>[[File:Technician_WageCostSetting.png]]