System Option for Provider Records - Schedule Pro - Creating Provider Records

 

Schedule Pro-Creating Provider Records

Recombine Split Lines and Use Last Install Date

This gives the ability to recombine the split lines back together for creating the provider records.  The quantity for split lines that have the same:

• Line Number
• Crew Name
• Job Type
• Style

Will be added together.  This total quantity will be used to create the provider record with an install date of the last day that the line was scheduled.

When using this feature, the Create Provider Records browse will only show scheduled lines if they are on the last day that the line was scheduled and the total quantity will be displayed.

Automatically Set Product Code to 00

Typically, a provider record has the same Product Code as the line it is related to, and this allows easily seeing whether labor costs are balancing with the order.  If this option is checked, it will send the provider records with a PC of “00” so they can be sent to Accounts Payable if not being paid through the HR module.

Allow Users to Override the Provider Rate

Checking this box allows the rate on individual provider records to be edited before sending them to order entry.

Set Provider Rate to 0

Never (Default)

If the provider record should use the “Cost” from the Order Line for the rate to pay the provider, or if providers are hourly, leave this set to “Never.”  This is the default.

Always

Otherwise, the provider records can set the per-unit rate to “0” (to be manually filled in later) for all records.

Subcontractors Only

For only for those installed by crews set as “Subcontractors” in the Human Resources/Worker Information file

Automatically Post Order Line Load to Provider Records

Checking this box will allow a load into some provider records automatically.  Load here is treated differently than in Order Entry so an access code is required to select this option to ensure that it is understood that this selection will pay (Rate + load) to non-hourly providers. The work order labor rate will be added in the order line load where applicable.

It will cause the Load field to be used as follows when creating provider records:

Subcontractors:          

Provider Rate = Line Rate (Cost) + Line Load

Provider Load = 0   

Employees (Non-Hourly):

Provider Rate = Line Rate

Provider Load = Line Load

Employees (Hourly):

Provider Rate = Hourly Rate

Provider Load = 0

Post Hours to Provider Record

This part of the option allows the hours for the hourly rate to post to the provider record.

The choices are Always, Never, Hourly Workers Only, and From RFMS Mobile.

Use Units and Date From

Scheduled Fields (Recommended Setting)

This pulls the Install Date in the Provider Record from the date that the job was scheduled.  If this setting is chosen, it means that the Scheduled Dates will also be used as the Install Date.  After the jobs have been installed, the Scheduled Dates can be edited to reflect what actually happened, and only one set of dates has to be maintained.

Actual Fields 

This pulls the Install Date in the Provider Records from the date fields labeled “Actual Fields” in Schedule Pro, which are only used by a few users.  When choosing using these, the second set of dates must be filled in after the job has been completed to note what the Actual Install Date was, regardless of the Scheduled Date.

Set Provider Record Work Order # To

Service Description

This choice puts the “Service Description” of the Labor Line in the Work Order Number field in the Provider Record.  This description will be truncated if it is more than 10 characters long.  It is a nice way to show what the provider is getting paid for on the reports.

Order Number

This puts the Order Number (CG number)into the Work Order Number field.

Blank

This leaves the Work Order Number field empty so a provider invoice number can be added later if needed.

Reference Number

This pulls from the Reference field on the Scheduled Job Header.

Job Number

This pulls from the Job Number.

Set Order Line Status

Do Not Set             

Does not change the line status

Set to Cut

The line status will automatically be changed to cut when the provider record is created by checking this box.

Set to Delivered

The line status will automatically be changed to delivered when
the provider record is created by checking this box.

See details about the rest of this system option here.