Parts & Labor Billed

The Parts & Labor Billed tab displays the details of all parts and labor transactions that have been previously posted to a work order.

To open the Parts & Labor Billed tab from the Customer - Work Order Header tab, click the Parts & Labor Billed tab.


Screen Description

The sorting options on the Parts & Labor Billed tab are:

Sort by
Field Description
Segment Sort the transaction results by segment number (by item and description).
Requisition Number Sort the transaction results by requisition number (by segment, item, and description).
Status Sort the transaction results by status (by segment, item, and description).
Item Sort the transaction results by item number (by description and segment).
Description Sort the transaction results by description.
Amount Sort the transaction results by amount (in descending order).

The search fields on the Parts & Labor Billed tab are:

Field Description
Select Requisition Number Search for a specific part or labor transactions by entering a requisition number.
Select Item Search for parts and labor transactions by entering an item.
Select Technician Search for labor transactions by entering a technician number.
Select Parts / Labor Search for parts and labor transactions by selecting a transaction type from the drop down list (e.g. all, Parts Only, Labor Only).
Select Status Search for parts and labor transactions by selecting a status from the drop down list (e.g. all, customer, warranty, internal, customer shop lost sales, internal shop lost sales).
Select Segment Search for parts and labor transactions by selecting a work order segment number from the drop down list.
Outstanding Only If selected includes only outstanding parts and labor transactions.
Show Subtotals If selected the results will display the subtotal for each sort group.

The Information fields on the Parts & Labor Billed tab are:

Information
Field Description
Reference Number The work order reference number.
Customer The name of the customer associated with the work order.
Location The location the work order was originally created.

The fields on the Parts & Labor Billed tab are:

Field Description
Allows you to select the corresponding parts requisitions and labor transactions, for use with the Adjust button.
Requisition Number

The labor or parts requisition number of the transactions.

The following letters may appear at the beginning of a Requisition Number:

  • L—Original Labor Entry
  • R—Work Order Adjustment
  • Q—Parts Requisition
Status The status of the segment the transaction was posted to.
Item

The part number or, in the case of a labor transaction, LABOR followed by the Labor Sales account and the Source Code.
Description A description of the part or, in the case of a labor transaction, the technician number, overtime code, premium code, and posting date.
Segment The work order segment number.
LDTTTTN Displays the tax and discount code that apply to the selected part or labor transaction.
Hours Worked The number of labor hours worked.
Hours Charged/Quantity

The number of labor hours charged to the work order.

The number of parts charged to the work order, for the corresponding part number.
Rate/Price The selling price of the part or in the case of a labor transaction, per hour rate being charged.
Amount The dollar amount, which is the quantity multiplied by the price.
Subtotal

The subtotal of the charges, as they are sorted on the screen (by segment, requisition number, status, item (part number and labor account), description (part description and technician number), or amount). The sort group label will appear in brackets next to the Subtotal label.

Note:  
The subtotal for hours charged / quantity is only shown when you sort by item or description, or you select parts only or labor only in the select parts / labor drop-down.

The available Source codes are:

Source Codes
Code Description
A Work Order Adjustment (Legacy system & IntelliDealer).
K Hours entered in the Labor Entry screen (Legacy & IntelliDealer).
W Web entry through IntelliTech or Supervisor Labor Entry screen in IntelliDealer.
M Entry made through Supervisor Labor Entry screen in Legacy system.
S Scanned using labor barcode scanning in Green Screen.
V IntelliDealer Supervisor add.
C IntelliDealer Supervisor close labor.
T IntelliDealer Scan History Adjustments.
O IntelliTech Overtime Adjustments
W IntelliTech Regular Labor Entry
B IntelliTech Break
Z IntelliTech Assist
Y IntelliTech Second Tech
E MobileTech
F MobileTech Overtime Adjustment
G MobileTech Break

Click on a Requisition Number to open the Work Order Adjustment - Mass Change screen.

Click on an Item number to open the Parts Profile screen.

Select the Click here to add labor to this work order link to add labor to the selected work order via Time Card Entry.

Select the Click here to make mass changes to this work order link to make mass changes to outstanding transactions on the selected work order. See Work Order Adjustment - Mass Change.

Use these buttons to complete your work on the Parts & Labor Billed tab:

Button Function
Select All Allows you to select all parts requisitions and labor transactions for use with the Adjust button.
Adjust

Allows corrections to be made to selected parts requisitions or labor transactions that have already been posted to a work order.

Adjust parts requisitions or labor transactions by selecting the corresponding checkbox.
Refresh Pricing

Opens the Work Order Adjustment - Mass Change screen with suggested pricing changes that should be applied to the parts and labor transactions posted to the selected work order.
SLA

Applies automatic Service Labor Adjustment (SLA) to adjust labor after a tech(s) has posted labor and those hours do not match the Job Code/Estimated hours.

Totals Opens the Totals screen allowing you to view the totals of all charges that have been posted to this work order.
Print

Prints the Work Order Details report (WPSPLB).

Note:  The Cost, Extended Cost and Profit columns are omitted from the Work Order Details report if the Show Cost On Work Order Details (WPSPLB) switch is deactivated on the Authorization List for User Security screen. To include these values on the report, speak to your system administrator.
Close Closes the Parts & Labor Billed screen and returns to the Customer - Work Order Header tab.

Data Source: SALDET, WOLAB

Security Switch: 810 - Product Support - Work Orders

Revision: 2025.06