Page Comparison

(A new wiki page is under construction, click here to see if it's available.)

The external functionality of Dockets & Day Sheets is for:

...

• LE
• PE
• MAT
• SUB
  • L = External Labour Hire
  • P = External Plant Hire
  • M = Materials Purchased
  • S = SubContracts
• FR

Note that 'L' type transactions can be treated as a Time transaction in Workbench. This is how you can get Time transactions into Workbench without using Workbench Timesheets. It is great for Labour Hire where you want the transaction treated as Time but payment will be through Accounts Payable. It makes 'Time' type Activities available.

...

• Select the Supplier. Press F4 in the 'AP AcctAccount' field and choose the appropriate required supplier.

• Press 'OK' to confirm the selected Supplier.

• Select the type of Schedule item Select the Type for the Schedule Line that you are setting up i.e. g. Labour, Materials, Plant, SubcontractF(uel), (L)abour, (M)aterials, (P)lant, (S)ubcontract.
• Enter a code Code for the schedule itemSchedule Line. This could be a code Code provided by the supplier Supplier for the materials to be delivered or your own codeCode.
• Enter a description Description for the schedule itemSchedule Line.
• Select the an Activity Code for this schedule lineSchedule Line. This is the Activity Code that will be costed to the Job when you enter deliveries them into the Docket later on. You can also specify a Work Centre at this stage. (There is no Activity validation through Activity Groups as no Job has been selected at this stageonly occurs when an Activity Group is selected, otherwise the following Activity Types are permitted: Disbursement, Overhead, Plant, Provision, Purchase, Stock, Subcontract, Time.)
• Enter the Unit for this schedule item Schedule Line e.g. Each, Day, Hr, Tonne, m3, m2. Also enter
• Enter the Unit Cost Rate for this itemLine.

Enter the Sell Rate or Markup % to calculate Retail for this item. The Docket Costing Schedules provides for a selling rate or markup percentage to be specified on each line. There are 3 options:

...