Entering Additional Costs

Use the Enter Additional Costs option to add costs to the Works Order which are not part of the main cost types: Materials, Labour, Machine, Subcontract, Tooling and Overheads.

Examples of other costs could include expenses, special purchases, petty cash payments, etc.

If in Stock Control Settings the option is ticked to Integrate stock management with the nominal ledger, cost postings will be made to the Nominal Ledger.

Note: Use the Adjust Costs screen to correct any additional costs posted in error

 

Before you begin

You must have:

  • Set up any Additional Expense Codes, if required. These are set up using the Enter New Additional Expense Code screen.

 

Entering Additional Costs

Open: Cim200 Works Orders > Works Orders List > Enter Additional Costs

  • Select required order to add additional costs to and click the Enter Additional Costs button above the list view.

From the menu:

Open: Cim200 Works Orders > Processing > Operational Costs > Enter Additional Costs

  • Select or type the Works Order

 

 

To enter Additional Costs

1. Type the Reference or click Select Predefined Code to display the list of available Additional Cost codes.

2. If a predefined code is used, the Reference and default Description, Date, Quantity, Unit Cost, Nominal Code and Narrative are automatically entered. These can all be overwritten.

3. If not selecting a predefined code:

  • Enter a Quantity.
  • Enter or change the Unit Cost.
  • Enter or select a valid Nominal Ledger account.
  • Enter the required Narrative.

4. Go to the Attachments tab to add any attachments which relate to the cost.

 

Add attachments to additional costs

Use this to include files and documents about the additional cost. You can store the file with the record, or include links to files that are kept on a local or network drive.

  • If the attachment is a file, a copy of the file is stored with the account/record on the server.
  • If the attachment is a link or a folder, only the location of the file or folder is stored; e.g. it might be a file or folder on your network.

 

Adding and viewing attachments

Add a file

To add a file to the additional cost:

1. Click Add File.

2. Select the file(s) that you want to add.

A copy of the file will be displayed in the list, and will be marked with a status of New. The file will only be added to the account or record when you save it.

Tip: You can also use drag-and-drop to add files to the attachments list.

 

Add a link to a file

To add a link to a file:

1. Click Add Link.

2. Select the file(s) that you want to add a link to.

A link to the file will be displayed in the list, and will be marked with a status of New. The link will be added to the additional cost when you save it.

Tip: You can also use drag-and-drop to add links to the attachments list; hold down the Alt key to create a link (instead of adding the file).

 

Add a link to a folder

To add a link to a folder:

1. Click Add Folder.

2. Select the folder(s) that you want to add a link to.

A link to the folder will be displayed in the list, and will be marked with a status of New. The link will be additional cost when you save it.

Tip: You can also use drag-and-drop to add folder links to the attachments list.