Invoice Costing: Importing Miscellaneous Wages

Recording of cost on invoices is necessary if you either need to report on profitability before all purchasing, inventory, and payroll is processed, or if you are not utilizing all of these modules within SuccessWare®21.  In either case, not all the data is available to you in SuccessWare®21.  To compensate, you can enter any needed cost items manually.

If you are using some modules, but not all of them, and that information is processed at the time of invoice costing, you can import that information as cost detail onto the invoice eliminating duplicate entry.

• Parts
• Parts are imported or reconciled between inventory/purchasing and the invoice cost via the Job Tag Manager.  The Job Tag Manager will show the parts pulled from inventory or purchased for the job, matched up with what has been entered as cost on the invoice.  This manager helps you to 
• requisition more parts if you've invoiced more that you've pulled from inventory 
• or return parts, if you did not use everything that was pulled from inventory.  
• and identify any overstated part cost where you might what to change the invoice cost to closer reflect what was purchased or pulled from inventory.
• Labor
• Time card labor can be imported for each employee with time on the job with hours * rate.
• When payroll is active, miscellaneous wage labor can also be imported.  This will include...
• hourly miscellaneous wages for employees, hours * rate = total cost
• salary miscellaneous wages for salary employees, hours * effective rate = total cost
• piecerate miscellaneous wages for piecerate employees, piecerate wage = total cost (hours and rate of 0).

• Miscellaneous
• Miscellaneous Wages: Any commissions that have been recorded for the job can be imported as miscellaneous cost.

Special Note Regarding Invoice Labor and Miscellaneous Wages

Keep in mind the the actual time on the job is recorded on the time card for all employees, including piecerate employees.  For piecerate employees, the wage paid is the total amount on the miscellaneous piecerate wage entries.  For this reason, 

• the timecard entries imported for piecerate employee will all have a rate and total cost of 0.
• the miscellaneous wage imported for the piecerate employee will have no hours and a zero rate.  The total cost will the the total wage.

This allows actual hours to be tallied from timecard entries and the actual cost comes from the wage.

Line Item Cost Entry Screen

The Line Item Cost Entry Screen has pop-up menus and buttons for importing Miscellaneous Wages for Labor cost (non-commissions) and Miscellaneous Wages for Miscellaneous cost (commissions).  Also pop-up menu items are available for opening Employee Timecard and Miscellaneous Wage Manager.

Cost Indicators

Empty, Green, or Yellow indicators on the Parts, Labor, and Miscellaneous buttons show the status of costing for the selected invoice item.

Icon	Description	Icon	Description
Empty circle	No details are costed to invoice line item.	Empty yellow circle	No details are costed to invoice line item, however part, labor, or miscellaneous cost are available for import to the import.
Green with “P”	Parts have been costed to the invoice line item.	Yellow with “P”	Parts have been costed to the invoice line item, however remaining part costs are pending import to the invoice.
Green with “L”	Labor has been costed to the invoice line item.	Yellow with “L”	Labor has been costed to the invoice line item, however remaining employee timecard and/or miscellaneous wage (non-commission) costs are pending import to the invoice.
Green with “M”	Miscellaneous items have been costed to the invoice line item.	Yellow with “M”	Miscellaneous items have been costed to the invoice line item, however remaining miscellaneous commission costs are pending import to the invoice.

Parts

When viewing Parts cost, buttons are provided to open Inventory Tag Manager and import Parts used on the the Job.

Labor

When viewing Labor cost, buttons are provided to import Employee Timecards and import Miscellaneous Wages (non-commissions).  If an employee is a piecerate employee then cost/price for imported timecard labor will be set to zero.  During data entry zero hours also becomes a valid entry for piecerate employees.  When piecereate cost is imported item hours will be stored as zero and no hours times rate calculation will occur for total cost.

Timecard Labor Cost is imported by

1. Open the import dialog by one of the following methods...
1. Clicking the Timecard button above the grid
2. Using the popup menu and choosing Labor -> "Import Timecard Entries..."
3. Keyboard Shortcut: Shift + CRTL + T
2. In the "Select timecard entries" dialog check the items you want to import.
3. Click OK

Miscellaneous Labor Cost is imported by

1. Open the import dialog by one of the following methods...
1. Clicking the Miscellaneous Wage Import button above the grid
2. Using the popup menu and choosing Labor -> "Import Miscellaneous Wages..." 
2. In the "Select miscellaneous labor wages" dialog check the items you want to import.
3. Click OK

Misc

When viewing Miscellaneous cost, buttons are provided to open Miscellaneous Wage Manager and import Miscellaneous Wages (commissions).

Commissions Cost is imported by

1. Open the import dialog by one of the following methods...
1. Clicking the Miscellaneous Wage Import button above the grid
2. Using the popup menu and choosing Miscellaneous -> "Import Commissions..." 
2. In the "Select miscellaneous commission wages" dialog check the items you want to import.
3. Click OK