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Report misc costs
To report misc costs, you must perform these steps:
- Access Menu | Report Work;
- On the work order select the work order you wish to view/record the misc costs;
- On the work order options (3 dot icon) click on Misc Costs;
- A misc costs report list is presented for the work order :
- Synchronized reports - these only allow to view, you cannot change
- New reports pending synchronization;
- Reports with a synchronization error.
Synchronized reports only allow to view.
Create Reports
To create a misc costs report, access the misc costs report list:
- Click on the (+) icon
- On the misc costs report form, fill in the mandatory fields, identified with a (*)
- Click on the checkmark to save the report.
It is only possible to create reports if the WO state allows to record work.
Edit Reports
To edit a Misc Costs report access the misc costs reports list:
- Click on the report options you wish to edit (3 dot icon)
- Click Edit;
- On the misc costs report form, edit the fields you wish to change;
- Click the checkmark to save the report.
It is not possible to edit synchronized reports.
Delete Reports
To delete a misc costs report access the misc cost reports list:
- Click on the misc costs options you wish to delete (3 dot icon)
- Click Delete.
It is not possible to delete synchronized reports.
Synchronize Reports
To synchronize a Misc Costs report, access the misc costs reports list:
- Click on the misc costs options you wish to synchronize (3 dot icon)
- Click Synchronize.
To synchronize one or several misc costs reports simultaneously, click on the synchronization icon available on the dashboard or on the work order list.