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Plant Charges Entry


Use the JC Plant Charges Entry form to create cost lines for jobs that have used a plant item, which is also set up as a job (with a plant charge type assigned).

If you open the form via the JC Job Maintenance form, it is populated based on:

  • If the selected job has a Plant charge type, the Plant field is populated with the job code and activity code associated with the plant job (inclusive of work centre, cost and sell rates).
  • If the selected job does not have a Plant charge type, the Job field is populated with the job code.

A plant charge can be created from either the plant job or the destination job. You can also open the form, without default information, from the Data Entry > Job Cost menu.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Enter a Reference up to 20 characters., or leave the field empty. Greentree Desktop allocates the next consecutive number when you save the transaction.

If you enter a Narration, it defaults to the primary transaction line displayed on the JC Transaction Enquiry form for the plant item.

Lines

This information is required to complete a plant transaction:

Date

The default value is the current date and is the transaction date. You can change the date.

Plant job/Description

Select the job code representing the plant item. The default value is the line if the form was opened from the JC Job Maintenance form when the plant job was selected.

Job/Description

Select the job that has used the plant item. The default value is the line if the form was opened from the JC Job Maintenance form when the destination job was selected.

Activity/Description

This is the activity code of the plant job. It defaults to the line when the plant job is selected. You can change this code.

Work Centre/Description

This is the default work centre of the assigned activity code. You can change this code.

Quantity

The default value is 1.00, but you can change it. It is the multiply factor to determine total cost and sell values for the transaction.

Cost rate

This is the cost rate determined from the activity code.

Cost

This is the cost rate x quantity, representing the total cost of the line.

Sell rate

This is the selling rate determined from the activity code.

Sell

This is the sell rate x quantity, representing the total sell value of the line.

Narration;

Enter a narration, up to 2000 characters, for the line. The default value is the transaction line displayed on the JC Transaction Enquiry form for both the plant job (sale line) and destination job (cost line).

Transaction Effect

When a plant charge is saved:

  • The plant sales code of the transaction activity code creates a sales line for the plant job at cost rate.
  • The plant activity code of the transaction is used to create a cost line for the destination job.