Adding actual costs

Core TSIs : Work Orders : Cost management in Work Orders : Adding actual costs

Adding actual costs

As soon as invoices from external tradespeople are received, you can start registering the actual order costs on the Actual costs selection step.
You can also add costs that are charged by other departments or business units within your own organization.
Multiple actual costs lines can be added to a single order.

Procedure

1. Go to Order details > Actual costs.

2. Click Add on the action menu.

3. Enter the required information in the data section. For the field information, refer to Actual costs data.

4. On the action menu, click Include order line(s) in actual costs or Include order line(s) in estimate options to transfer the total costs of an order line to the order estimates or actual costs.

5.
Click Save.

The actual costs are added.