Issue/Symptom/Question

Work Order Templates

Applies To

PENTA for Windows

System Management > Work Order Information > Work Order Templates

Resolution/Fix/Answer

The Work Order Template window allows you to identify a predefined set of values for Work Orders. After entering sufficient information in this window to create a Work Order Template, you can apply it to Work Orders via the Work Orders window.

Applying a template to a Work Order is advantageous if you have standard recurring services with similar line items and/or billing features.

Copy a Template button

Clicking the Copy a Template button launches the Copy a Template pop-up window.

The Copy a Template pop-up window allows you to use an existing template as a “template” for the new template you are creating. To do so, enter an Id for the New Template you are creating, identify the template you want to copy from, then click OK.

After you click OK, PENTA creates your new template from the existing one you identified and allows you to make changes to the new one as you see fit.

Template

Use the Template field to create a code you will use to identify the new Work Order Template you are creating.

Entry is required. No default.

Description

Use the Description field to name/describe the Template. In the Work Orders window, this description displays next to the Template Id when you apply the Template to a Work Order.

Entry is required. No default.

Customer Id

Use the Customer Id field to associate a particular customer with the Template.

Entry is optional. No default.

Service Type

Use the Service Type field to associate a particular type of service with the Template.

Entry is optional. No default.

Contract Id

Use the Contract Id field to associate a particular contract with the Template.

Entry is optional. No default.

OU Id

Use the Organizational Unit field to associate a particular organizational unit with the Template.

Entry is optional. No default.

Zone

Use the Zone field to associate a particular geographical area with the Template.

Entry is optional. No default.

Call Type

Use the Call Type field to associate a particular type of customer call with the Template.

Entry is optional. No default.

View All Templates button

Clicking the View All Templates button launches the Active WO Templates pop-up window.

The Active WO Templates pop-up window allows you to view all active Work Order Template Codes and their descriptions, including those you currently have no authorization to use. The Authorized column provides a checkmark indicator of whether you have authorization for at least one of the OUs associated with the corresponding Work Order Template Code. PENTA does not allow you to use Work Order Template Codes with no checkmark in the Authorized column.

You cannot edit this pop-up window; it is for display only.

Primary tab

System Management > Work Order Information > Work Order Templates > Primary tab

Use the following fields to identify the basic Address information you want to associate with the Template.

Loc. Code
City
State/Prov
Postal Code
Country

Entry is optional. No default.

Contact # (Contact)

Use this field to identify the person at the Location you want to identify as the Template’s Contact person.

Entry is optional. No default.

Last Name, First Name (Contact)

In the Last Name and First Name fields, PENTA displays the name associated with the Contact # you entered.

You cannot edit this field; it is for display only.

Phone # (Contact)

In the Phone # field, PENTA displays the phone number of the Contact # you entered.

You cannot edit this field; it is for display only.

Ext (Contact)

In the Extension field, PENTA displays the phone number extension of the Contact # you entered.

You cannot edit this field; it is for display only.

Priority (Miscellaneous)

Use the Priority field to characterize the need for attention of Work Orders you will apply this Template to. You are responsible for establishing and interpreting the hierarchical logic behind the values. For example, a value system that includes numbers 1-10 could be set up to designate degrees of highest to lowest priority.

Entry is optional. No default.

Priority Description (Miscellaneous)

In the Priority Description field, PENTA displays the name/description associated with the Priority.

You cannot edit this field; it is for display only.

# of Technicians (Miscellaneous)

Use the # of Technicians field to quantify the technicians you want to associate with the Template.

Entry is optional. No default.

Estimated Hours (Miscellaneous)

Use the Estimated Hours field to quantify the hours you expect are necessary to complete service on Work Orders you apply the Template to.

Entry is optional. No default.

Salesperson Id (Miscellaneous)

Use the Salesperson Id field to associate a salesperson with the Template.

Entry is optional. No default.

Salesperson Name (Miscellaneous)

In the Salesperson Name field, PENTA displays the name associated with the Salesperson Id.

You cannot edit this field; it is for display only.

Authorized for All OUs (OU Authorization)

Place a checkmark in the Authorized for All OUs box to indicate the Template has authorization for use with all OUs. Not placing a checkmark in this box indicates the Template does not have authorization for all OUs.

This box defaults as checked.

Edit List button (OU Authorization)

Clicking the Edit List button launches the Organizational Unit Validation for WO Template pop-up window.

The Organizational Unit Validation for WO Template pop-up window allows you to indicate which OUs have authorization for use with the Template.

In the Available OUs column, PENTA lists all organizational units available for authorization with the Template. The Authorized OUs column lists all OUs authorized for use with the Template.

Use the arrows in the middle of the window or a drag/drop method to authorize Available OUs and/or unauthorize OUs for use with the Template. Clicking the “Close” button commits your changes in this window and returns you to the Work Order Templates main window.

Note: If you placed a checkmark in the “Authorized for All OUs” box above, this pop-up window is unavailable.

Details tab

System Management > Work Order Information > Work Order Templates > Details tab

The Details tab allows you to identify equipment requiring service work, as well as the tasks, materials, and technician skills necessary to complete Work Orders generated with this Template.

Customer Equipment Id

Use the Customer Equipment Id field to associate a piece of equipment that requires service work with the Template.

Entry is optional. No default.

Fixed Asset Id

Use the Fixed Asset Id field to associate an asset that requires service work with the Template.

Entry is optional. No default.

Customer Location

Use the Customer Location field to identify the Customer site where the equipment is kept.

Entry is optional. No default.

Task Id

Use the Task Id field to enter the Id of the task necessary to maintain the equipment. You can only assign a Task Id to a piece of equipment if the Maintenance Schedule # field is null.

Entry is optional. No default.

Maintenance Contract Id

Use the Maintenance Contract Id field to enter the Id of the Maintenance Contract you will link to the Task.

Entry is optional. No default.

Maintenance Schedule #

Use the Maintenance Schedule # field to associate a Maintenance Schedule with the piece of equipment. You can only assign a Maintenance Schedule to a piece of equipment if the Task Id field is null.

Entry is optional. No default.

Task Details button

Note: PENTA enables this button when a Task Id exists.

Clicking the Task Details button opens the Task Information main window, displaying detailed information related to that task.

Reference Codes tab

System Management > Work Order Information > Work Order Templates > Reference Codes tab

The Reference Codes tab allows you to enter additional information the Customer requires on invoice documents.

Reference Code

Use the Reference Code field to make customer specific information available on invoices for billing and printing purposes. You can assign Reference Codes at the Work Order level or at the Task level, allowing for better accuracy when tracking costs and presenting billings.

Entry is optional. No default.

Override Value

Use the Override Value field to assign a value not included in the predefined set of reference code values. This is the value used to sort Work Order invoices; it can also serve as an exception to a customer-specific standard.

Entry is optional. No default.

Description

In the Description field, PENTA displays the description associated with the Override Value.

To edit this value, you must use the (Billing & Accounts Receivable) Customers window.

You cannot edit this field; it is for display only.

Tax tab

System Management > Work Order Information > Work Order Templates > Tax tab

The Tax tab allows you to establish tax information for Work Orders generated with this Template.

Tax Exempt

Place a checkmark in the Tax Exempt box to indicate that Work Order(s) you associate with this Template are non-taxable. Not placing a checkmark in this box indicates the Work Order(s) are subject to tax.

Note: If the OU Id or Customer fields are NOT null and the Purchases Taxability is “Tax Exempt” for the OU or the Customer, this box defaults as checked. If you change the value from the default, PENTA determines whether the security action code is Yes (Confirm taxability overrides). If it is, PENTA displays a dialog confirming that you want to change the default value.

Tax Exempt Reason

If you placed a checkmark in the “Tax Exempt” box, use the Tax Exempt Reason to identify the reason for the Work Order’s tax exemption. PENTA displays the description of the reason in the adjacent field.

Entry is required if you placed a checkmark in the Tax Exempt box. If OU Id or Customer fields are NOT null and the Purchases Taxability is “Tax Exempt” for the OU or the Customer, this defaults using the following hierarchy:

Work Order Template window (Tax tab)
Customer Location (Customers window, Locations tab, Service Management sub-tab)
Customer (Customers window, Service Management tab)
Customer Invoice Location (Customers window, Loc Invoice Cus… button)
Customer Invoice (Customers window, Cus Invoice Cus… button)
Taxability Defaults By State/Province window
Organizational Units window (Setup tab, Service Mgmt button, Service Management Parameters pop-up)

Tax Exempt Certificate

If you placed a checkmark in the Tax Exempt box and a party other than PENTA requires you to include proof of the tax exemption, use the Tax Exempt Certificate field to enter the number of the tax exemption certificate.

Entry is optional. If OU Id or Customer fields are NOT null and the Purchases Taxability is “Tax Exempt” for the OU or the Customer, this defaults using the following hierarchy:

Work Order Template window (Tax tab)
Customer Location (Customers window, Locations tab, Service Management sub-tab)
Customer (Customers window, Service Management tab)
Customer Invoice Location (Customers window, Loc Invoice Cus… button)
Customer Invoice (Customers window, Cus Invoice Cus… button)
Taxability Defaults By State/Province window
Organizational Units window (Setup tab, Service Mgmt button, Service Management Parameters pop-up)

Billing tab > General sub-tab

System Management > Work Order Information > Work Order Templates > Billing tab > General sub-tab

Use the General sub-tab to define billing parameters for Work Orders generated with this Template.

Invoice Cycle

Use the Invoice Cycle field to identify the frequency at which customer billings will occur, if generated using this Template. If you manually enter an Invoice Cycle with an inactive status, PENTA issues an error message.

PENTA displays the name of the Invoice Cycle in the adjacent field.

Entry is optional. You cannot enter this field if you placed a checkmark in the “Include on Parent Work Order's Invoice” box. No default.

Payment Terms

Use the Payment Terms field to identify the payment arrangement made with the Customer to pay their account in full, and whether your company awards a discount for early payment. These appear on the Work Order invoice.

Entry is optional. You cannot enter this field if you placed a checkmark in the “Include on Parent Work Order's Invoice” box. No default.

Limit Amount

Use the Limit Amount field to enter the maximum dollar amount for which you can bill the Customer.

Entry is optional. No default.

Bill Only When Complete

Place a checkmark in the Bill only when complete box to indicate that you bill the Customer only when Work Orders generated with this Template have a “COMPLETE” status. Not placing a checkmark in this box indicates that you prefer a different billing method (such as incrementally or before the Work Order’s status is “COMPLETE”).

This box defaults as unchecked.

Taxable

Place a checkmark in the Taxable box to indicate that an invoice generated with this Template is subject to tax. Not placing a checkmark in this box indicates the invoice is tax-exempt.

Note: If the OU Id or Customer fields are NOT null and the Billing Taxability is set to “Tax Exempt” for the OU or the Customer, this box defaults as unchecked. If you change the value from the default, PENTA determines whether the security action code is Yes (Confirm taxability overrides). If it is, PENTA displays a dialog confirming whether you want to change the default value.

Labor (Pricing Schedules)

Use the Labor field to select the Labor Pricing Schedule associated with the set of pricing rules PENTA applies when charging costs for labor made against a Work Order generated with this Template. PENTA displays the description associated with the Labor Id in the adjacent field.

Entry is optional. No default.

Equipment (Pricing Schedules)

Use the Equipment field to identify the set of pricing rules PENTA applies when charging costs for equipment time card entries made against a Work Order generated with this Template. PENTA displays the description associated with the Equipment Id in the adjacent field.

Entry is optional. No default.

Inventory (Pricing Schedules)

Use the Inventory field to identify the set of pricing rules PENTA applies when charging costs for inventory transfers made against a Work Order generated with this Template. PENTA displays the description associated with the Inventory Id in the adjacent field.

Entry is optional. No default.

Other Costs (Pricing Schedules)

Use the Other Costs field to identify the set of pricing rules PENTA applies when charging costs for Work Order-related items that you cannot categorize as labor, equipment, or materials. PENTA displays the description associated with the Other Costs Id in the adjacent field.

Entry is optional. PENTA looks to the Customer and Customer Location window setups and defaults a value based on whichever window is more detailed; however, you can override this default.

Overhead (Include as Basis for Markup)

Place a checkmark in the Overhead box to include charges from any overhead rule associated with a Work Order generated with this Template as a billable cost to the Customer. Not placing a checkmark in this box indicates you will not charge overhead to the Customer.

This box defaults as unchecked.

Payroll Burden (Include as Basis for Markup)

Place a checkmark in the Payroll Burden box to include payroll charges as a billable cost to the Customer. Not placing a checkmark in this box indicates you will not charge payroll burden to the Customer.

This box defaults as unchecked.

Other Pay (Include as Basis for Markup)

Place a checkmark in the Other Pay box to include miscellaneous expense charges as a billable cost to the Customer. Not placing a checkmark in this box indicates you will not charge miscellaneous expenses to the Customer.

This box defaults as unchecked.

Taxable Fringes (Include as Basis for Markup)

Place a checkmark in the Taxable Fringes box to include add-to-gross fringe expenses as a billable cost to the Customer. Not placing a checkmark in this box indicates you will not charge taxable fringes to the Customer.

This box defaults as unchecked.

Non-Taxable Fringes (Include as Basis for Markup)

Place a checkmark in the Non-Taxable Fringes box to include add-to-net fringe expenses related to a Work Order generated with this Template as a billable cost to the Customer. Not placing a checkmark in this box indicates you will not charge non-taxable fringes to the Customer.

This box defaults as unchecked.

Reimbursements (Include as Basis for Markup)

Place a checkmark in the Reimbursements box to include reimbursable item expenses as a billable cost to the Customer. Not placing a checkmark in this box indicates you will not charge reimbursable item expenses to the Customer.

This box defaults as unchecked.

Rate Schedule Id (Unit Billing Information)

Use the Rate Schedule Id field to identify the Unit Billing Rate Schedule you want PENTA to copy into all Work Orders that use the Template. If you assigned a region to the Work Order, PENTA verifies that the schedule/region combination is valid.

Entry is optional. You can update this field if the Template has no “Unit Billing Rate” line item types or all unit billing codes assigned to line items that exist for the new schedule/region combination. If PENTA does not permit updates, you must either delete the “Unit Billing Rate” line items or delete all unit billing codes assigned to the unit rated line items in order to update the Unit Rate Billing Schedule.

Region Id (Unit Billing Information)

Use the Region Id field to identify the region you want PENTA to copy into all Work Orders that use this Template. If you assigned a rate schedule, PENTA verifies this Region is valid for the rate schedule

Entry is optional. You can update this field if the Template has no “Unit Billing Rate” line item types or all the unit billing codes assigned to line items exist for the new schedule/region combination. If PENTA does not permit updates, you must either delete the “Unit Billing Rate” line items or delete all unit billing codes assigned to the unit rated line items in order to update the Region.

Billing tab > Printing sub-tab

System Management > Work Order Information > Work Order Templates > Billing tab > Printing sub-tab

The Printing sub-tab allows you to set Work Order invoice printing parameters.

WO Invoice Layout #

Use the Work Order Invoice Layout # field to identify the invoice layout you want PENTA to copy into all Work Orders that use this Template.

Entry is optional. No default.

Number of Copies

Use the Number of Copies field to quantify the invoice copies you want to print.

Entry is optional. No default.

Invoice Loc. Code (Address Information)

Use the Invoice Location Code field to identify which customer site will receive the invoice. PENTA displays the Invoice Loc. Code’s name in the adjacent field.

You cannot access this field if you placed a checkmark in the “Include on Parent Work Order's Invoice” box; otherwise, entry is optional. PENTA uses the following hierarchy in Customers window to find a default Invoice Location Code:

The Invoice Location Code field.

The Dflt Invoicing Loc field.

The Location Code field (if you only define one location code for a customer).

If you entered an Invoice Location Code for the Customer site, PENTA automatically populates the following fields with the values associated with the Invoice Location Code and prevents manual updates:

Send Invoice To

Name Prefix

At (Street Address)

City

State/Prov

Postal Code

Country

These fields provide information about the employee designated as the contact person at the Customer location.

If you do not enter an Invoice Location Code for the Customer site, PENTA does not populate the above fields and you can manually enter their values.

Contact # (Attention)

Use the Contact # field to associate the Work Order invoice with a specific employee at the Customer invoice site. You can maintain Contact #s in the (Billing & Accounts Receivable) Customers window.

Entry is optional. This field defaults according to the Contact # in the following hierarchy:

Customer Location window

Customer window

Work Order Template

If no value exists in the Contact # field in any of these windows, this field has no default.

If you enter a Contact # value for the Customer site, PENTA automatically populates the following fields with the values associated with the Contact # and prevents manual updates:

Last Name

First Name

Title #

These fields provide information about the employee designated as the invoice recipient at the Customer location.

If you do not enter a Contact # for the Customer site, PENTA does not populate the above fields and you can manually enter their values.

Remit To Address # (Attention)

Use the Remit to Address # field to identify the location where customers send their payments.

Entry is optional. No default.

Invoice Text (Attention)

Use the Invoice Text field to enter any additional comments you wish to display on the printed Work Order invoice.

Entry is optional. No default.

Billing tab > Line Items sub-tab

System Management > Work Order Information > Work Order Templates > Line Items sub-tab

The Line Items sub-tab allows you to define the line item detail for Work Order invoices. Use the line items to define how you bill Work Orders generated with this Template (e.g., cost plus, lump sum, unit price, unit billing rates, etc.).

Line Item Number

Use the Line Item Numbers field to create a unique 1-6 digit code identifying each line item for the Work Order(s) you will generate with this Template. If you include the line item on the invoice or support schedule, the line item number determines the order in which PENTA displays the line items.

Entry is required. No default.

Line Item Type

Use the Line Item Type field to identify the Unit Billing Rate line item type you want to bill this line item on a unit rate basis. Available values are:

Cost Plus/Time & Material – Invoice amounts based on actual cost and hours charged to the Work Order.

Fee – Invoice amount calculated as a percentage of other specified line items. If you selected “Fee,” you must enter an amount for the Line Item Type in the % field.

Heading – Provides a heading for subsequent line items.

Lump Sum – Invoice amount calculated as a percentage of a set contract value. If you select “Lump Sum,” you must enter an amount for the Line Item Type in the Amount field.

Sales Tax – For billing sales tax. Use the Tax Jurisdiction button to define the applicable tax jurisdictions for the Work Order.

Subtotal – Subtotals specified line items.

Unit Billing Rate – Invoice amount calculated as reported units for a unit billing code at the unit billing code rate. If you enter this Line Item Type, PENTA does the following:

Sets the Amount field to inactive.

Sets the Unit Price field to inactive.

Sets the % field to inactive.

Sets the Select Line Items button to inactive.

Sets the Unit Billing Codes button active (Note: This button is inactive for all other line item types).

Unit Price – Invoice amount calculated as reported units at the line item unit price. If you select Unit Price, you must enter an amount for the Line Item Type in the Unit Price field.

Entry is required. No default.

Description

Use the Description field to describe the items you are billing on this line item.

Entry is required. No default.

Amount

Use the Amount field to enter the dollar amount you will bill the Customer for the Lump Sum line item. This field is only available if you entered “Lump Sum” in the Line Item Type field.

If you entered Lump Sum in the Line Item Type field, entry is required. No default.

Unit Price

Use the Unit Price field to enter the dollar amount you will bill the Customer for each completed unit of work. This field is only available if you entered “Unit Price” in the Line Item Type field.

If you entered Unit Price in the Line Item Type field, entry is required. No default.

%

Use the % field to enter the percentage of a line item or group of line items you will charge the Customer as an additional billable amount. For example, you might add a late fee to the subtotal of the entire billable amount. This field is only available if you entered “Fee” in the Line Item Type field.

If you entered Fee in the Line Item Type field, entry is required. No default.

Revenue Account

Use the Revenue Account # field to identify which general ledger you want revenue booked to for Work Order(s) generated with this Template.

Entry is optional. No default.

Sales Account Name

PENTA displays the name associated with the Revenue Account #.

You cannot edit this field; it is for display only.

Revenue Category

Use the Revenue Category field to categorize the revenue earned from the line item.

Entry is optional. No default.

Revenue Category Description

PENTA displays the description of the Revenue Category.

You cannot edit this field; it is for display only.

Unit Billing Codes button

If the Line Item Type you entered is Unit Billing Rate, clicking the Unit Billing Codes button launches the Unit Billing Codes for WO Template pop-up window.

The Unit Billing Codes for WO Template pop-up window allows you to associate unit billing codes with the line item or to maintain existing billing codes previously assigned to the line item.

Unit Billing Code

Use this field to identify the Unit Billing Code you want to add to the line item. In this column, PENTA displays all unit billing codes assigned to this line item.

PENTA permits entry of new unit billing codes if either of the following is true:

The Unit Billing Code exists for the assigned unit rate billing schedule and region.

The Unit Billing Code is not assigned to any other line item on this Work Order.

Entry is required. No default.

Unit Billing Code Description

PENTA displays the name/description of the Unit Billing Code.

You cannot edit this field; it is for display only.

Sort Sequence #

Use the Sort Sequence field to identify the 1-10 digit sequence you want PENTA to use while sorting the Work Order invoice and support schedule. After sorting, PENTA displays billing codes with the lowest sort sequence number first. If a billing code has no sort sequence number, it displays after billing codes with a sort sequence number sorted in the billing code order.

You should leave gaps in the sequence so that you can add billing codes in the future.

PENTA issues an error if you assigned the Sort Sequence to a different unit billing code on this line item.

Entry is optional. This field defaults according to the assigned unit billing rate schedule.

Unit of Measure

Use the Unit of Measure field to identify how you measure the Unit Billing Code.

Entry is optional. This field defaults from the Unit Billing Rate Schedule.

Revenue Category

Use the Revenue Category field to identify the category of revenue you want PENTA to associate with this unit billing code.

Entry is optional. No default.

Note: This might be your internal billing code.

Revenue Category Description

PENTA displays the Revenue Category’s name/description.

You cannot edit this field; it is for display only.

Assign Billing Codes button

Clicking the Assign Billing Codes button launches the Assign Unit Billing Codes for WO Template pop-up window.

The Assign Unit Billing Codes for WO Template pop-up window allows you to add unit billing codes to this line item if you do not want to add them manually.

You can use this window to move unit billing codes you want to associate with this line item from the Available Unit Billing Code block to the Selected Unit Billing Code block. Alternatively, you can move the unit billing codes you do not want to associate with this line item from the Selected Unit Billing Code block to the Available Unit Billing Code block.

Copy From Structure button

Note: PENTA only enables this button when no line items exist.

Clicking the Copy From Structure button launches the Copy From Line Item Structure pop-up window:.

If a predefined line item structure exists and you want to copy the line items to the current Template, enter the structure number in the Copy From Structure # field. PENTA displays the description of the structure Id in the adjacent field. To copy the line items, click the OK button.

Select Costs button

Clicking the Select Costs button launches the Selected Costs For WO Template pop-up window.

The Selected Costs For WO Template pop-up window allows you to indicate which costs to bill on the current cost plus/time & material line item. You can define costs by the following categories:

Cost Type

Task Id

Service Type

Service Zone

Payroll Class

Select Line Items button

Clicking the Select Line Items button launches the Selected Line Items pop-up window.

The Selected Line Items pop-up window allows you to identify which line items serve as the basis for the calculation of the current line item. This window is accessible for the “Sales Tax,” “Fee,” and “Subtotal” line item types.

Payroll tab

System Management > Work Order Information > Work Order Templates > Payroll tab

The Payroll tab allows you to establish US and Canadian payroll tax jurisdictions for the Work Order Template. Template tax jurisdictions default to Work Orders you create with the template. You can override the default on individual Work Orders.

SUT State Code (US Tax Jurisdictions)

Use the SUT State Code field to specify the tax jurisdiction to default in the SUT State Code field on all new Work Orders created with this template. You can override the default on individual Work Orders.

Entry is optional. No default.

WC State Code (US Tax Jurisdictions)

Use the WC State Code field to specify the tax jurisdiction to default in the WC State Code field on all new Work Orders created with this template. You can override the default on individual Work Orders.

Entry is optional. No default.

SIT State Code (US Tax Jurisdictions)

Use the SIT State Code field to specify the tax jurisdiction to default in the SIT State Code field on all new Work Orders created with this template. You can override the default on individual Work Orders.

Entry is optional. No default.

Local Taxing Authority (US Tax Jurisdictions)

Use the Local Taxing Authority field to specify the tax jurisdiction to default in the Local Taxing Authority field on all new Work Orders created with this template. You can override the default on individual Work Orders.

Entry is optional. No default.

Canadian – Work Location Province

Use the Canadian – Work Location Province field to specify the tax jurisdiction to default in the Canadian – Work Location Province field on all new Work Orders created with this template. You can override the default on individual Work Orders.

Entry is optional. No default.

Union #

Use the Union # field to list the unions with jurisdiction over the Work Order’s location. PENTA uses this information to determine whether a union reciprocity situation exists and if so calculates the relate payroll according to the union reciprocity agreement. PENTA ensures that you only assign one union per trade type to the Work Order.

You can associate unions with a Region. If you assign a Region that includes unions to the Template and apply the Template to a Work Order, the associated unions default to the Work Order.

Entry is optional. No default.

Union Description

In the Union Description field, PENTA displays the name associated with the Union #.

You cannot edit this field; it is for display only.

Trade Type #

In the Trade Type # field, PENTA identifies the trade category associated with the Union #.

You cannot edit this field; it is for display only.

Trade Description

In the Trade Description field, PENTA displays the description of the Trade Type #.

You cannot edit this field; it is for display only.

Unions by Task button

Clicking the Unions by Task button launches the Union Jurisdictions by Task for WO Template pop-up window.

The Union Jurisdictions by Task for WO Template pop-up window allows you to indicate that activity on this Work Order/Task is limited to certain unions or unions with reciprocity agreements with those unions.

Task Id

Use this field to identify the Task you are restricting.

Entry is required. No default.

Task Description

PENTA displays the Task Id’s name/description.

You cannot edit this field; it is for display only.

Union #

Use this field to identify the union number authorized to work on the Task.

Entry is required. No default.

Union Description

PENTA displays the Union #’s name/description.

You cannot edit this field; it is for display only.

Allow All Unions

Place a checkmark in the Allow All Unions box to indicate that an activity is open and not restricted to the union(s) with jurisdiction over the Work Order. If you place a checkmark in this box:

PENTA nulls the union number on the current row if it is not already null.

If other rows exist for this Work Order/Task combination with a union specified, PENTA issues a dialog box stating you must first delete those rows before a task can be marked as being open to all unions.

This box defaults as unchecked.

Trade Type #

If you did not place a checkmark in the “Allow All Unions” box, PENTA displays the number of the Trade Type associated with the entered Union #. If you did place a checkmark in the “Allow All Unions” box, the Trade Type # field is blank.

You cannot edit this field; it is for display only.

Trade Type Description

PENTA displays the name/description associated with the Trade Type #.

You cannot edit this field; it is for display only.