How to record costs on a work order?

To record consumption, follow these steps:

1. Go to Work | Work Orders;
2. Select the desired work order;
3. Click Operations, then Consumptions;
4. Click Create and then Consumption;
5. Fill in the necessary data;
6. Click Save and New.

When filling in the record, the following points should be considered:

• The record date cannot be earlier than the work order creation date;
• By default, the asset is the one in the work order;
• If the work order is for a route:
  1. Select the asset category;
  2. Select the corresponding asset;
• Consumption can be reported:
  • To the maintenance plan;
  • To the maintenance plan task;
  • To additional tasks;
• You can only select warehouses belonging to the company to which consumption will be reported;
• Labor can only be associated with the authenticated user;
• The manager of the workshop to which the work order belongs can create, edit, and cancel records;
• If an externally managed warehouse is associated, you cannot select warehouses that are not externally managed in other consumption lines.

To record consumption via a requisition, follow these steps:

1. Go to Work | Work Orders;
2. Select the desired work order;
3. Click Operations, then Consumptions;
4. Click Create, then Copy from Requisitions;
5. Select the desired parts;
6. Click Create Consumption;
7. Validate the data;
8. Click Save.

When filling in the record, the following points should be considered:

• You can only record consumption if the work order status allows for cost recording;
• You can only select company warehouses that are specified in the requisition;
• The quantity recorded may not exceed that specified in the requisition;
• The manager of the workshop to which the work order belongs can create, edit, and cancel records;
• With a Technician role, you can only view warehouses with no restrictions or those with permitted access;
• By default, the asset is the one specified in the work order;
• If the work order is for a route:
  1. Select the asset category;
  2. Select the corresponding asset;

To record material consumption at average cost, follow these steps:

1. In Settings | Work | Work Order Types, click the Create button to add a work order type;
2. Go to the Costs tab and select the Use Average Cost Pricing option;
3. Record consumption in the work order.

The formula used to calculate the average cost price (ACP) is as follows: ACP = [(Current Stock × Current ACP) + (Stock Entry × Entry Price)] / (Current Stock + Stock Entry).

Example:

Part P_001 is out of stock. Two entries were made for this part:

• Entry of 10 units at €1.00: ACP = 10 x 1,00 € / 10 = 1,00 €;
• Subsequent entry of 20 units at €0.50: ACP = [(20 x 0,5 €)  +  (10 x 1 €) ] / 30 = 0,67€;