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Creating and Processing Works Orders
Last Modified on 25/10/2018 2:21 pm BST
Works Orders are like internal purchase orders except that you link timesheets to works orders instead of
linking purchase invoices to them.
You can use works orders to confirm agreed rates or quantities (For example, hours) to directly employed
operatives or internal departments (For example, joinery shops or electrical divisions) where timesheets
are used to enter costs rather than purchase documents.
As costs from those departments are entered as timesheets, you must create a record in Staff Details to
enter timesheets against, and link this back to an in-house company. When you enter timesheets, you link
the detail lines to a works order rather than to a contract or job item reference.
Works orders can be created in either;
1. ‘Contracts > Works Order > highlight the Contract > select your internal supplier record (e.g. In-
House)’
2. ‘Suppliers > highlight your internal supplier record (e.g. In-House) > Works Order’
Select ‘New’ to begin creating a Works Order:
On the Document Header enter the required information. The Company will usually be your internal
supplier (e.g. In-House).
The order number can be generated or amended based on how your system parameters have been setup.
Please see HOW2 #1065 for further information on numbering options.
Document dates and due dates must be entered and an internal reference can be specified if required.
Choose ‘Save & List’ to begin entering the detail line of the works order. Specify the Contract, which item to
cost against and the quantity/rates.
Choose ‘Save’ or ‘Save & new’ to add a further detail line. The work order will be a committed cost on the
contract.
Time Sheets can then be entered against the Works Order. When entering the Time Sheet detail line
ensure that a ‘W’ is entered in the Contract field, you will then be able to select the required Works Order
from the drop down list:
The remainder of the Time Sheet entry is as normal.
For further help entering Time Sheets when not using Sage Payroll see HOW2 #1087
For further help entering Time Sheets when using Sage Payroll see HOW2 #1088
EQUE2 HOW2 50 - 1089
