Other Costs (Estimates)

The Other Costs (Estimates) section of the page lists estimated other costs defined for a procedure. The Other Costs section is used to identify any additional costs not stored in the Inventory module, such as the rental of a piece of equipment or travel expenses.

Other costs are entered free-form—this means they are not retrieved from another module where they have been predefined. Estimated other costs entered for the procedure are automatically populated onto any associated work order, typically through a preventive maintenance schedule.

ClosedField Descriptions

The following fields are displayed for other costs:

  • Name — A brief description for the cost so that it can be easily identified in the Other Costs table.

  • Company — Company with which this item is associated, such as a vendor.

  • Estimated Cost — The estimated cost for this item.

  • Mark Up — A markup for the cost.

  • Charge — The chargeable rate. This amount is calculated by multiplying the cost by the designated mark up, if applicable. If no markup is applied, the charge will be the same as the cost.

  • Total Other Costs — The last row of the Estimated Other Costs table displays the total costs and charges for these items.

ClosedAdd Estimated Other Costs

To add estimated other costs:

  1. Click the Add button.

    The Other Costs (Estimates) window opens.

  2. Enter a description and cost, and modify additional information as needed.

    • The name and description are entered by typing in a value. The Name field is displayed in the Other Costs table. The Description field provides additional descriptive information.

    • The Company, Labor, Account, and Category field values should only be entered if they are needed. For example, to enter the vendor associated with this cost, you can enter the company. Or, if the cost is associated with a particular labor resource, you could designate that individual.

    • The Cost and Markup fields can be populated as needed. The charge rate will be calculated when the cost and / or markup rates are entered.

  3. Click the Apply button.

    The Estimates page appears.

  4. Click the Save button.

    Your changes are saved.

ClosedModify Estimated Other Costs

To modify estimated other costs:

  1. Click the row for the estimated other costs you want to modify.

    The Other Costs Estimates window opens.

  2. Make your changes.

  3. Click the Save button.

ClosedRemove Estimated Other Costs

To remove estimated other costs:

  1. Click the check box to the left of the estimated other cost you want to remove.

    A check mark appears, indicating the record has been selected.

  2. Continue to select any additional records you want to remove.

  3. Click the Remove button.

    The estimated other costs records are removed.

  4. Click the Save button.

 

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