Printing Tips

• The Ticket, or work order, is the focus for assembling billings.
• Simultaneously collection of billing and cost data.
• Labor and material consumption history is retained in full detail.
• Equipment usage is recorded along with task data.
• Batched entry of labor and materials.
• Employee labor is assigned to Tasks.
• Operator comments about equipment captured during labor entry.
• Three forms of labor entry:
  • Daily Ticket.
  • Employee Time Card
  • Shop Labor Entry
• Cross checks the daily labor to weekly time cards.
• A variety of pre-posting reports.
• Gravel Haul data captured with trucking tasks.
• Work Order support for shop operations.
• Expanded Equipment definitions to support management analysis.
• Automatic calculation of G.S.T.
• Daily Equipment & Labor report to get billings approved before they are invoiced.
• Labor is passed to the payroll for payment. It is extensively massaged to calculate overtime and provide accurate data for Employment Insurance.
• Prepare subcontractor payments from the same labor input. The invoices are passed to Payables for payment. Associated distributions are passed to the General Ledger.
• Prepares Gravel Royalty payments. The invoices are passed to Payables for payment.
• Several Ticket formats with selection controlled by the Customer Definition.
• Purges for out-of-date Tickets and labor.
• Extensive tables used to validate and extend codes.
• Year 2000 Compliant

The full AERIS400 Job Cost System also includes General Ledger, Accounts Payable, Accounts Receivable, Invoicing, Inventory, and the Canadian Payroll.

CUSTOMERS

Job Cost uses the Customer Masters from Receivables. It interprets some codes in specific ways to support services in job cost. Codes used for job cost include:

Code	Description
Customer Type	Customer Type implies the default Ticket Type. It is controlled by the General Table R-CT in Receivables. When a ticket is created, this Customer Type is used to access the General Table J-CT in Job Cost. If a matching entry is found, the Reference defines the default Ticke Type.
Company Group	MS here means the Customer is exempt from GST and fuel surcharges.
Discount	It is the default Bid Code when a ticket is created.

RESTRICTED BID CODES

For some customers we want to use only Tasks that have been defined for their Bid Code. They do not default back to the general Task when the entry has not been defined for their Bid Code.

The Bid Code is defined by the Ticket on the Labour entry. The Bid Code on the Ticket was defaulted from the Discount Code on the Customer Master but may have been overridden. Restricted Bid Codes are defined in the Code Table for Bid Codes (J-BC). If the Cross Reference on the Bid Code table entry begins with "NO " that is a Restricted Bid Code entry.

The Bid Code is recorded in the Task Group with the Task on the Labour entry but can not be directly edited. Also, the Task Group does not appear on any screen or printed report. Where the Task is used for sequencing, the Task Group is included as a subgroup to it.

Operator Comments

Good management of the equipment is facilitated by the comments provided by the operators. Often times these comments are submitted along with the time reports. These comments can be captured during Time Entry using the Comment add feature. The comment is attached to the Equipment Unit referred to in the labor entry. It is dated with the Effective Date of the labor entry. The accumulated comments for a unit are available through the Equipment Display. The comments are changed through the Equipment Update. The comments are also available through Work Order functions. The Comments History is updated directly. As such, the comments are immediately available for inquiry, unlike the Gravel History which only comes available when the labor batch is posted. There is a chance that corrections to the labor entry after the comment is logged could leave the two files inconsistent.

FUEL SURCHARGE

A fuel surcharge can be automatically applied when the DE&L is generated. A number of codes must be in place before using this service.

Table	Code	Field	Value
Tasks	9FUEL	Overhead	Percent of total qualified billing.
	A unit	Overhead Type	P
Payroll Employees	9000 FUEL	none
Customers	A customer	Company Group	Any value except MS

During the generation of the DE&L, the Prices in all labor categories for qualifying tasks are added up and the total is multiplied by the Overhead percent on the fuel surcharge task to give the Price on the surcharge entry. A task qualifies if its Overhead Type is "P" and the customer for the ticket is not exempt, Company Group is not "MS'.

WORK ORDERS and PICK LISTS

A work order defines what services are to be performed on a unit as a guide for the people in the Shop. It also lists what parts are used to perform each service along with useful comments. This information is different from that needed for picking the parts from the Stock Room. A pick list can be created for a work order either as part of the Work Order Print or as an independent function.

A Work Order can be printed as part of a series of work orders. In this case the associated pick list is printed as it was last generated, if it exists.

When a particular work order is printed from the Work Order Select you are given the opportunity to generate the associated pick list. If the pick list already exists, you can update it, or delete it then regenerate it. If it does not exist, the process is started to generate it. In either case you can bypass the pick list processing if you want.

The work order is selected for printing by filling in the Equipment Id and Date. The Date will default to the current open work order if no Date is entered. F22, Print, begins the printing of the one work order. The associated Pick List number is shown if it already exists. Otherwise, a new number is presented. F12 here bypasses the whole Pick List update and just does the printing. Enter brings up the Pick List Header for update or addition. The most direct way to synchronize the Pick List with the Work Order is to delete the existing one then add it again. To see what parts have already been put on the Pick List and make small changes, press F7, Details. To add parts based on the Work Order, press F10, Apply. You then see a list of all parts for all services on the Work Order with suggested quantities. If no parts need to be added, press F2, Continue. Otherwise, when the new quantities are in place, press F10, Apply. In both cases you are then shown a complete list of the parts on the Pick List where you can make final changes to quantities, if needed. Then press F10, Apply. The work order is then printed along with the pick list, if it exists.