Source Step 11 - Work Order: ACTUALS tab (empty)

FS v2 mobile design reference - supporting browser screenshot and extracted notes

Top Level
Source step 11 screenshot Click image to enlarge

11 — Work Order: ACTUALS tab (empty)

Description

Actuals tab (empty). Aggregates what came back from the field via Work Tickets (time, expenses, materials). Drives billing.

Screen

Work Orders form — header "Maintenance". Active tab: ACTUALS.

Tabs (top)

SUMMARY, ESTIMATES, TASKS, MATERIALS, WORK TICKETS, ACTUALS, INVOICES, PREPAYMENTS, DEFAULTS, RELATIONS, ACTIVITIES, GL ACCOUNTS. Process buttons: Complete Order, Prepare Invoice, Create Work Ticket.

ACTUALS tab contents

Summary: Price Total 0.00, Cost Total 0.00, Profit Margin 0.00, Profit Margin % 0.00, Billed to Date 0.00, Remaining to Bill 0.00. Toolbar: + Set Billing Status. Columns: Work Ticket Nbr, Work Date, Billing Category, Item Type, Inventory ID, Description, Warehouse, Warehouse Location, UOM, Actual Quantity, Billable Quantity, Standard Cost, Actual Cost, Unit Cost, Ext. Cost, Markup %, Manual Markup, Unit Price.