Setting Up Work Codes

Work codes represent the type of work that is recorded to a service order.

  1. Launch the Work Codes form.
  2. Specify this information:
    Work Code
    Specify a unique alphanumeric code to represent the type of work that is recorded to a service order.
    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.
  3. 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.
  4. 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.
  5. Specify the duration of time for the type of work.
  6. Save the record.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing