The basic steps in processing plant orders are as follows:
Enter the order.
Commit the order.
Print the order.
If the order uses GRNs, enter the goods received (plant advice) note. This generates a "plant on site" record.
If the order uses plant allocations, allocate and confirm the plant sheets. This generates an accrual.
If the order does not use plant allocations, you only need to off hire the plant items.
Enter invoices.
Match invoices.
Plant orders configuration
Charges for plant hire can be calculated using any of four different methods. Various parameters need to be set:
Hourly
HRSUNITS - Units that represent hours
HRSDAY - The number of hours in a day
INCOTHHR - Whether to include 'other' hourly rates from the hire style
Daily/weekly
DLYUNITS - Units that represent weeks
DAYUNITS - Units that represent days
INCOTHWK - Whether to include 'other' weekly rates from the hire style
Monthly
MLYUNITS - Units that represent months
Lump sum
LUMPSUM - Units that represent lump sum payments
GLOBLUMP - Whether lump sum units apply to all commodities
You need to set up plant hire styles to cover the different charging patterns for plant, using plant hire Styles. Set the default hire style for each item using plant.
Depending on the hire style, hire charges can apply on holidays or not. Set up standard holidays using Holiday Calendar (hired-in plant), and specific holidays that apply to individual contracts or customers using Customer/Contract Free Days.