Setting Up Work Codes

Work codes represent the type of work that is recorded to a Service Request Order.

On the Work Codes form, specify this information about each type of work:

1. Specify this information:

   Work Code

   Specify a unique alphanumeric code to represent the type of work that is recorded to a SRO.

   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.

2. 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.

3. 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.

4. Specify the Duration of time for the type of work.

Related Topics

Using SROs to Track Service Requests, Transactions, and Billing