Costing Screen

The costing screen is a dashboard containing a list of all transactions. The following read-only fields are available on a costing record:

  • Work Order ID: Indicates the work order that is associated with the cost.
  • Work Order Task Resource Duration ID: Indicates the work order task resource duration that is associated with the cost.
  • Work Order Task Spare ID: Indicates the work order task spare that is associated with the cost.
  • Site: Indicates the associated Site on the work order with which the costs are associated.
  • Permission Tree: Indicates the permission tree that is associated with the cost.
    • If inserted via a work order – work order permission tree ID.
    • If inserted via a requisition – requisition permission tree ID.
    • If inserted via the API – the manual permission tree ID set on the API import.
  • Asset Type: Indicates the associated asset type on the work order.
  • Work Order Asset: Indicates the asset on the work order.
  • Work Order Task Asset: Indicates the task on the work order that is associated with the cost.
  • Description: Indicates the item description of the part issued.
  • Origin: Indicates how the record was inserted. This can either be:
    • Standard - inserted from the front end (requisition).
    • Manual - via an API import.
    • Legacy - inserted from the conversion.
  • Expense Type: Indicates the type of item (stock, coded non-stock or direct purchase item).
  • Transaction Date: The date and time the issue or return was done.
  • Created On Date: The date and time the record was inserted into the costing table.
  • Modified On Date: The date and time when the costing record was modified.
  • Requisition Item ID: The requisition item ID that is associated with the cost.
  • Financial Year ID: The financial year that is associated with the cost.
  • Financial Period ID: The financial period that is associated with the cost.
  • General Ledger ID: The general ledger that is associated with the cost.
  • Cost Centre ID: The cost centre that is associated with the cost.
  • Cost Element ID: The financial period that is associated with the cost.
  • Unit ID: The unit ID of the item that is associated with the cost.
  • Unit Price in Site Currency: The price in the currency set on the work orders’ site.
  • Total in Site Currency: Total cost in the currency set on the work orders’ site.
  • Total in Base Currency: Total cost in the base currency set in System Options.
  • Conversion Rate: Indicates the conversion rate applied between the site and base currency.
  • Conversion Rate ID: Indicates the conversion rate ID.
  • Site Currency ID: Indicates the site currency ID.
  • Base Currency ID: Indicates the base currency set in System Options.
  • Quantity: Indicates the number of items associated with the cost.
  • Evaluated for Budgets: Indicates whether a budget was affected or not. If a budget was affected, the value would be set to True.

Assist custom actions

The following custom actions are available in the Assist panel in the sidebar. Keep in mind that some of these custom actions are only available from the edit screen, while others are available from both the dashboard and edit screen.