Viewing work order costs

View a list of all existing costs for the selected work order and all of its children.

Note: If the work order is a multiple equipment work order, then the system distributes the costs to any MEC work order(s) associated with the work order based on the value entered for Equipment on the work order header and the equipment records added to the Equipment page of the Work Orders form. See Adding Equipment to Work Orders to Split Work Order Costs

Estimated costs are not copied to related MEC work orders. Therefore, the system determines the estimated costs for MEC work orders by calculating the quotient of the estimated costs of the parent work order and the number of equipment records added to the Equipment page of the Work Orders form.

To view work order costs:

  1. Open the Work Orders form.
  2. Select the work order for which to view costs, and then click the Cost Summary tab.
  3. See the following table when viewing work order cost information:
    Cost Type Explanation
    Estimated Labor Cost Activity lines’ estimated hours multiplied by trade rate when hired labor is unchecked
    Estimated Hired Labor Activity lines’ estimated hours multiplied by trade rate when hired labor is checked
    Estimated Stock Items Parts associated with the work order that are not tools or direct purchase
    Estimated Services Price on the purchase order line associated with the work order
    Estimated Direct Purchases Parts associated with the work order when direct is checked
    Estimated Tool Cost Tool quantity multiplied by hours multiplied by price for the department
    Estimated WO Totals Sum of all estimated costs
    Planned Labor Cost Remaining hours unless remaining hours is null; then = 0
    Planned Hired Labor

    Rate multiplied by estimated hours when hired is checked, ordered is unchecked, PLNDRQPO installation parameter is ON, and is an ST (hours from service) line type or is undefined and the work order activity is not associated with a requisition or purchase order with a line order type of ST (hours from service). If the PLNDRQPO parameter is OFF, then the same information as above applies except the work order activity is not associated to a purchase order that is approved.

    Note: Line types of SH (contractor hire) would never be part of the planned cost because they are recorded as the work is done.

    Planned Stock Items Material list quantity minus quantity of parts already issued plus quantity returned (net issued) that is not line type of PD (direct purchase) and is not a tool
    Planned Services The same as Planned Hired Labor except the line order type is SF (fixed price)
    Planned Direct Purchases Requisition line minus received quantity minus scrap quantity multiplied by price on the requisition line when the requisition is not in a status of cancelled, the requisition line type is PD (direct purchase) and active, and is not on a purchase order. If it is on a purchase order, then the value is the order quantity minus the received quantity minus the scrap quantity multiplied by price on the purchase order line plus total extra charges multiplied by the order quantity minus the received quantity minus the scrap quantity divided by the order quantity when the purchase order is not in a status of cancelled or approved and the purchase order line type is PD (direct purchase) and active.
    Planned Tool Cost Estimated Tool Cost minus Actual Tool Cost
    Planned WO Totals Sum of all planned costs
    On Order Labor Cost N/A
    On Order Hired Labor Order quantity minus received quantity minus scrap quantity when the order line type is ST (hours from service), the line is active, and the purchase order is approved.
    On Order Stock Items N/A
    On Order Services Order quantity minus received quantity minus scrap quantity when the order line type is SF (fixed price), the line is active, and the purchase order is approved
    On Order Direct Purchases Remaining quantity multiplied by price plus remaining extra charges when the purchase order is approved, the order line type is PD (direct purchase), and the order quantity is greater than zero
    On Order Tool Cost N/A
    On Order WO Totals Sum of all on order costs
    Invoice Differences Labor Cost Difference of actual cost and the invoiced cost for labor
    Invoice Differences Hired Labor Difference of actual cost and the invoiced cost for hired labor
    Invoice Differences Stock Items N/A
    Invoice Differences Services Difference of actual cost and the invoiced cost for services
    Invoice Differences Direct Purchases Difference of actual cost and the invoiced cost for direct purchases
    Invoice Differences Tool Cost N/A
    Invoice Differences WO Totals Sum of all invoice difference costs
    Actual Labor Cost Sum of booked hours cost when order line type is ST (hours from service) or SH (contractor hire)
    Actual Hired Labor Sum of booked hours costs that are not hired labor
    Actual Stock Items Sum of transaction line quantity multiplied by transaction price when the transaction line is a stock issue, return, or return for repair and is not a direct purchase
    Actual Services Sum of booked hours costs when order line type is SF (fixed price)
    Actual Direct Purchases Quantity multiplied by price plus the proportional amount of extra charges plus the proportional amount of taxes when the transaction status is approved and is a direct purchase minus any proportional return cost. Proportional is the transaction line quantity divided by the order line quantity, returning a fraction that is used as a pro rata multiplier.
    Actual Tool Cost Sum of all tool costs
    Actual WO Totals Sum of all actual costs
    Total Cost Labor Cost Sum of Invoice Differences Labor Cost, Actual Labor Cost, and Planned Labor Cost
    Total Cost Hired Labor Sum of Invoice Differences Hired Labor, Actual Hired Labor, Planned Hired Labor, and On Order Hired Labor
    Total Cost Stock Items Sum of Remaining Balance Stock Items and Actual Stock Items
    Total Cost Services Sum of Planned Services, Invoice Differences Services, Actual Services, and On Order Services
    Total Cost Direct Purchases Sum of Planned Direct Purchases, Invoice Differences Direct Purchases, Actual Direct Purchases, and Remaining Balance Direct Purchases
    Total Cost Tool Cost Sum of Planned Tool Cost and Actual Tool Cost
    Total Cost WO Totals Sum of all WO Totals
    Remaining Balance Labor Cost Estimated Labor Cost minus Total Cost Labor Cost
    Remaining Balance Hired Labor Estimated Hired Labor minus Total Cost Hired Labor
    Remaining Balance Stock Items Estimated Stock Items minus Total Cost Stock Items
    Remaining Balance Services Estimated Services minus Total Cost Services
    Remaining Balance Direct Purchases Estimated Direct Purchases minus Total Cost Direct Purchases
    Remaining Balance Tool Cost Estimated Tool Cost minus Total Cost Tool Cost
    Remaining Balance WO Totals Estimated WO Totals minus Total Cost WO Totals
    Unreturned Core Charges Total Quantity Issued minus Total Quantity Returned multiplied by the core value for all core tracked parts issued to the selected work order.