Choose the correct place for a cost. Work costs belong to a task or service request; device-specific costs belong in the Spot's device costs.
Other work cost
- Open the task or request and Work costs.
- Open the action for adding another work cost.
- Enter Cost title and any Additional info.
- Enter Amount, Unit and Unit price.
- Check the calculated total and any discount. Save.
If a customer discount applies, a preliminary discount is calculated on creation. When the work completes, it is recalculated using the discount valid then. The final amount may therefore differ.
Spot device cost
Open the correct device, or Spot, and its device costs. Enter Cost name, Cost description, Cost value and Cost date. Add a reference number if needed and select Create a new device cost.
Check the new cost in the list. Its date matters for yearly actual costs in long-term maintenance plans, for example.
Do not enter the same expense as both a work and device cost unless they are two different costs. If the amount is wrong, edit the existing cost with the required permissions.