Work Order Billing - Expense Allocation Codes

Screenshot of Expense Allocation

Pgm: PRMEXPAL – Expense Allocation; standard Treeview path: Work Order Billing > Setup > Local Tables > Expense Allocation

This screen is used to define expense codes used in the details of a work order. For work order billing, only the Category Code field is required. If the Preventive Maintenance module is being used, there may already be definitions defined as the Expense Allocation screen is also available in that module. If work order billings will use different categories than the Preventive Maintenance module for J types, new expense allocation codes for work order billing will need to be created.

Expense Codes

In the Expense Codes section, specify as many expense codes as required.

Expense Code

Enter a unique code as an identifier.

Expense Name

Enter a descriptive name for the expense code.

WM

Enter/select a weight/measure code (WM) to be used for quantities ( i.e. hours of labor or equipment usage).

Expense Type

Select an expense type from the drop-down list. The options are:

  • Labor

  • Materials (consumable)

  • Tools (not consumed)

  • Vendors (i.e. outside contractors)

  • Other

DM Flag − Checkbox

Check this box to indicate if this expense code is to be available for Work Order Billing.

Allocation

In the Allocation section, specify the allocations by company for each expense code.

Company Code

Enter/select the company for which this allocation applies.

Transaction Code

This is not required for a work order billing and can be left blank. The equipment transaction code is used when posting this expense to the Equipment Costing module, via a W line.

Category Code

This is required for work order billing. The job category is used when posting a W line for a work order.

Account Code

This is not required for work order billing. The account is used when posting this expense to the General Ledger.