Understanding the calculation of customer charges

The system calculates customer charges and locates the current work orders that are associated with a customer contract. View the customer charges on the Approve Customer Charges form.

The customer charge calculation process is initiated at different points within the system and includes work orders that match the following criteria:

Work orders of event type JOB or PPM (or their user status equivalent)
Work orders for which there is no Parent work order
Work orders for which Continue Charging is not selected and are not associated with any customer charge records with a Status of Excluded from invoicing, Approved, or Invoiced
Work order line types LAB, MAT, HIR, DMA, FIX, or TOOL

For all work orders that match the previously stated criteria, the system then calculates customer charges. See the following list for additional information:

First, the system determines which work orders are associated with a customer contract. To do so, the system checks the work order first, then the project of the work order (and child projects), then the equipment of the work order (and child equipment), and finally the location of the work order (and child locations).
After making the association between a work order and a customer contract, the system then creates a customer charge record for the work order on the Approve Customer Charges form.
Note: A work order must have some costs associated with it to generate a customer charge.
If the system cannot find an approved contract that matches, the system generates an error message that can be viewed on the Comments page of the Approve Customer Charges form for the current work order charge record. Also, if there is an error message for the work order charge record, the Status of the record will always be changed to Data Error.

If there are multiple, valid customer contracts associated with a work order, the system generates charges for the customer contract for which the most specific data is defined.

If there is more than one valid customer contract, the system generates charges for the customer contract associated with a pricing schedule for which specific values are defined on the WO Criteria page of the Pricing Schedules form.
Next, the system retrieves any additional charges for pricing schedules associated with the customer contract.
Note: The system only adds the value of an additional charge to a work order once. It does not include any additional charges for which there are already existing charges on a work order, unless the value of the Additional Charge has been updated on the pricing schedule after a work order charge has been generated. If the Additional Charge has been updated, then the first work order charge record contains the original value of the Additional Charge, and the system generates a new work order charge for the difference between the values of the two additional charges.
If Custom Trade Rates is selected for a pricing schedule associated with a customer contract, the system bypasses any trade rates and uses only the rates specified on the Custom Trade Rates page of the Pricing Schedules form.
If Custom Part Charges is selected for a pricing schedule associated with a customer contract, the system calculates charges using the values specified for Charge % on the Custom Part Charges page of the Pricing Schedules form to calculate charges rather than the value specified for Stock Items Charge %.
If there are existing labor hours on a work order, the system rounds the hours based on the values specified for Time Rounding (min) and Minimum Time (min) on the pricing schedule.
Note: The system does not track which transactions belonging to a work order have already been billed. Therefore, if you re-generate work order charges for a customer contract, the system simply calculates the total work order charges again and subtracts the values that have already been approved or invoiced to calculate the necessary charges for the new work order charge record.