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W07 | Tracking Time and Cost on Work Orders (MCUI)

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Tracking Time and Cost on Work Orders

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W07 | Tracking Time and Cost on Work Orders (MCUI)

  1. 1. MC University W07|Tracking Time and Costs on Work Orders
  2. 2. MC University Agenda Labor Report Costs Tab Defined Estimated vs. Actual Labor Estimated vs. Actual Parts Other Costs and Tools Converting Estimates to Actuals
  3. 3. MC University Labor Report Labor Report Overview Labor Report Complete / Close
  4. 4. MC University Labor Report Overview Records notes and activity on Work Order Ongoing note (continuous) Often completed during Complete / Close
  5. 5. MC University Labor Report Overview (cont’d) Add / edit Labor Report options from Tasks tab: • Type directly into field • Edit button • Actions Lookup for consistency Failure Analysis and Follow-up Work data also available
  6. 6. MC University Labor Report Complete / Close Complete / Close process typically requires Technician to fill in Labor Report Functionality is similar
  7. 7. MC University Costs Tab Defined What are Work Order Costs? Estimates vs. Actuals Overview
  8. 8. MC University What are Work Order Costs? Costs can be associated with Labor, Parts, and Other Costs Costs added from: • Procedure (Estimates) • Costs tab (Manually) • Complete / Close (Manually)
  9. 9. MC University Estimates vs. Actuals Overview Estimates are pre-determined: • Not completed or used • Can be turned into Actuals Actuals have already occurred or been used: • Real cost of Work and Parts
  10. 10. MC University Interactive Example 1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • W07 – Adding, Editing and Accessing the Labor Report
  11. 11. MC University Estimated vs. Actual Labor Labor Fields and Columns Adding Labor
  12. 12. MC University Labor Fields and Columns Estimated Labor fields and columns: • Selection Checkbox for removing entries • Labor description field (Craft or Labor Name)
  13. 13. MC University Labor Fields and Columns (cont’d) • Estimated hours (estimated work to complete) • Cost based on estimated hours and Labor rate
  14. 14. MC University Labor Fields and Columns (cont’d) • Charge rate defined for individual or craft (subject to designated markup)
  15. 15. MC University Labor Fields and Columns (cont’d) Actual Labor fields and columns: • Selection Checkbox for removing entries • Labor description field (Craft or Labor Name) • Reg, OT, and Other Hours expended by Labor
  16. 16. MC University Labor Fields and Columns (cont’d) • Work Date when work was completed • Cost based on actual hours and Labor rate • Charge rate defined for individual or craft (subject to designated markup)
  17. 17. MC University Labor Fields and Columns (cont’d) Last row of Estimated and Actual Labor includes: • Total Hours • Total Costs • Total Charges
  18. 18. MC University Adding Labor Actual Labor must be manually created (or converted from estimate) Use Add button to open Labor Module Lookup Craft, Employee or Contractor selections
  19. 19. MC University Adding Labor (cont’d) Labor Actuals fields: • Reg, OT or Other Hours • Date • Time In and Time Out • Assignments for this Labor complete • Comments
  20. 20. MC University Adding Labor (cont’d) Labor Estimates and Actual Fields: • Account and Category • Auto-Calc Cost? and Auto-Calc Charge?
  21. 21. MC University Adding Labor (cont’d) Example of Estimated Labor:
  22. 22. MC University Adding Labor (cont’d) Example of Actual Labor:
  23. 23. MC University Estimated vs. Actual Parts Parts Overview Adding Parts
  24. 24. MC University Parts Overview Estimated Parts: • Typically populated from Procedure • Creates a “reserve” quantity Three types of items for estimated Parts costs: • Stocked • Direct Issue • Out of Pocket
  25. 25. MC University Parts Overview (cont’d) Actual Parts: • Adjustments are made to Inventory levels • Can be used to “rotate” Assets • If estimates are defined, actual cost records will be created
  26. 26. MC University Parts Overview (cont’d) Three types of items for actual Part costs: • Stocked • Direct Issue • Out of Pocket
  27. 27. MC University Adding Parts Inventory Module lookup is utilized to select Parts Filters available to specify what type of Item for selection
  28. 28. MC University Adding Parts (cont’d) Inventory Items Popup: • Actual Qty • Account and Category • Other Cost, Cost, and Charge • Auto-Calc Cost and Charge
  29. 29. MC University Adding Parts (cont’d) Rotating Assets: • Last 5 fields of Inventory Popup • Business process specific!
  30. 30. MC University Adding Parts (cont’d) Estimated Example:
  31. 31. MC University Adding Parts (cont’d) Actual Example:
  32. 32. MC University Interactive Example 2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • W07 – Adding Estimated and Actual Costs
  33. 33. MC University Other Costs and Tools Other Costs Overview Tools Overview
  34. 34. MC University Other Costs Overview All costs that are considered miscellaneous / not associated with Inventory Estimates can be converted (same as Labor and Parts)
  35. 35. MC University Other Costs Overview (cont’d) Estimates Example:
  36. 36. MC University Other Costs Overview (cont’d) Actuals Example:
  37. 37. MC University Tools Overview Tools that are needed to complete the set of tasks (Procedure) Borrowed not purchased
  38. 38. MC University Tools Overview (cont’d) Example of adding Estimates:
  39. 39. MC University Converting Estimates to Actuals Complete / Close Dialog Options Convert Labor and Parts Estimates
  40. 40. MC University Complete / Close Dialog Options Convert estimates to actuals via the Complete / Close Dialog Allows Techs to easily set actual costs and update inventory levels
  41. 41. MC University Complete / Close Dialog Options (cont’d) Complete / Close Dialog includes section to enter additional Labor, Parts, and Other Costs
  42. 42. MC University Convert Labor and Parts Estimates Quick mechanism to convert existing Estimates or Assignments to Actuals Resets records created on the Actuals page and creates new records
  43. 43. MC University Interactive Example 3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • W07 – Converting Estimates to Actuals
  44. 44. Thank You for Watching!

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