Once a price to charge the customer is created, you may wish to keep a record of how much has been paid to a specific person. Only users that have been granted access to the Crew Pay in the Configuration Utility will be able to view or enter this information. The amount paid is entered in the pay column of the selected person. If more than one person is allocated to a request, then enter the amount paid to each person, and the total will appear in the Budget/Pay field.
Enter a total amount paid to that person for that position. Depending on how many crew lines that person is allocated to, you may need to enter a different amount for each crew line to represent the cost associated with the customers charge. If the amount changes at a later date, simply over type the new amount in the Pay Window.
Raise a Purchase Order.
Once amounts have been entered into the Pay column, you may decide to raise purchase orders for the people that have been allocated to the job. Select the people for which you wish to raise purchase orders and then select either:
You have several options when creating a purchase order for your crew.
Selecting To Individuals will create a purchase order for each person selected. In the example above, a PO will be created for Eddie Reyes with 3 line items, and a 2nd PO will be created for Frank Costanza with 2 line items.
Selecting To a Company will create a single purchase order from which you may select any company for the PO.
Selecting Display Orders After Raising will display the purchase order for printing.
Raise Full Pay Amount will create the purchase order(s) for the selected people.
Editing Existing Crew Purchase Orders
Once a Purchase Order has been raised for that person, the amount of the PO will appear in the Purchased Column. By clicking your mouse on the + sign, the PO numbers will be displayed as shown here:
In our example, the person has been paid more than what was originally purchased. This could be for a variety of reasons, including overtime. To raise purchase order to the Individual for the balance, select either Raise Balance Pay Amount. If you wish the balance to be added to the existing purchase order (ORD97 in the above example) then select Reuse Existing Orders as shown. Note: The Reuse Existing Orders function will only work for purchase orders raised to the individual, and not to a company.
After raising, then the PO would be displayed as follows:
