Manual Work Order Lines
About Manual Work Order Lines
Manual Work Order lines are generally, not always, used for work we want performed or cost we are going to incur that we are not billing for. You need to create a manual work order line because to generate a PO, there has to be a line on the work order. This should only be used for items that we are not planning on billing for. If a line is not on the Work Order and you plan on billing the item to the customer, you will need to add the line in the estimating system and then re-import the estimate (see Re-Importing an Estimate).
Exception: A manual line can be added for a missed part that you need to order immediately, do not have an estimate line for, but still want to create the PO for tracking purposes. Once the sale line is brought into Nexsyis then you need to link the AP cost to that sale line (see Exceptions Line Linkage). Only do this if ABSOLUTELY NECESSARY and remember, you MUST go back and link the exceptions line.
Creating Manual Work Order Lines
To create a manual line, right click over any line on the work order and select Manual Line.
Fill in the line details:
1) Select the Operation from the drop down list
2) Type a line Description
3) Choose between Labor and Purchase
a) If Labor, select the Type of labor from the drop-down and enter the # of Units (hours)
b) If Purchase, select the Sales Code from the drop-down, enter the Units (quantity), and the Amt/Unit (cost)
4) Select the Reason, i.e. "Part Labor Credit"
5) Click the green plus button to insert into the Work Order.
The line will be added to the bottom work order as a green line:
