Managing Cost

Cost includes the other charges you may want to add to a direct charge. On the Cost tab you can view the list of other charges added to a direct charge, add new charges, and delete the existing charges.

This topic describes the following:

Adding Other Cost to a Direct Charge

With required permission, you can add other costs to a direct charge.

Tip

To view the Add Other Cost dialog box, click the Add Other Cost link.

To add other cost to a direct charge

1.    On the Maintenance module, search and view the direct charge.

2.    Click the Cost tab.

The Other Cost List page opens.

3.    Click the Add Other Cost link.

The Add Other Cost dialog box opens.

4.    In the Other Cost list, select the other cost you want to apply on the direct charge.

5.    The Cost Description box displays the default description of the cost selected. Optionally, type a different cost description.

6.    The Cost Category list displays the default cost category. Optionally, select a different category.

7.    The Cost Amount box displays the default cost amount. Optionally, type a different cost amount.

8.    In the Cost Markup box, type the percentage amount you want to add to the other cost.

9.    The Transaction Date field displays the current date. Optionally, type the date in the MM/DD/YYYY HH:MM:SS format, or select the date from the calendar.

10.  When finished, click one of the following:

o      Save to save the information and close the dialog box.

o      Save & New to save the information and add another record.

o      Cancel to disregard any changes and close the dialog box.

Note: While creating direct charge for a maintenance shop, if the Approved Above Threshold check box is not selected and if the total cost of work order including other cost exceeds the threshold amount specified for that maintenance shop in Setup, an Authorization Required dialog box is displayed. You can click:

  • OK to return to Add Other Cost dialog box.
  • Authorize to approve the other cost above the specified threshold. User roles with Can Authorize Spending permission can perform authorization. For others, an Authorization dialog box opens to login with the user credentials having Can Authorize Spending permission. On successful authorization, the other cost details are saved. Also, the authorization is required only once.
  • Notify to send an email notification for authorizing the direct charge.
  • If you are using the AD FS Mode - FASTER and AD FS Authentication mode and cannot approve the spending limit, refer to the Note on the Maintenance/TWS Settings page for more information.

Editing Other Costs

You can edit other cost to modify or update the cost details.

To edit other cost

1.    On the Maintenance module, search and view the direct charge.

2.    Click the Cost tab.

The Other Cost List page opens.

3.    Click the Edit link next to the cost you want to edit.

4.    In the Edit Other Cost dialog box, make the changes as desired.

5.    When finished, click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

Deleting Other Costs

With required permission, you can delete the other cost details.

To delete other cost

1.    On the Maintenance module, search and view the direct charge.

2.    Click the Cost tab.

The Other Cost List page opens.

3.    Click the Edit link next to the cost you want to delete.

4.    In the Edit Other Cost dialog box, click Delete.

5.    In the Confirm Deleting Other Cost dialog box, click one of the following:

o      Yes, Delete Other Cost to confirm deletion.

o      Cancel to close the dialog box.

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