This document will go into details on setting and using the system switches found under the Work Order System Switches tab located by navigating to Admin → System Switches → Work Order. The document includes:
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Flat Labor/Actual Hours
Managing labor hours in RTA Fleet360 starts with knowing how to set the system to track either Flat Rate (estimated hours) or Actual Hours on work orders (WOs). Whether you prefer to use a standard labor rate or pull rates directly from the employee file, this guide will walk you through the steps to configure these settings in RTA Fleet360.
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Once you have selected your preferred option, make sure to press the blue “Save” button.
Non Zero Estimated Hours
To make sure zero estimated hours aren’t allowed on a Work Order line, turn the Non Zero Estimated Hours toggle ON. This setting controls whether the system accepts zero estimated hours for tasks on a Work Order. If you leave it OFF, zero estimated hours will be allowed.
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Once you have selected your preferred option, make sure to press the blue “Save” button.
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Paperless Shop Password
To control whether a password is needed for logging into Paperless Shop, use the Paperless Shop Password setting. Turn it ON to require a password for login, or leave it OFF to allow access without one.
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Once you have selected your preferred option, make sure to press the blue “Save” button.
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Max WO Lines
Customize the Max Work Order Lines in Fleet360 to set a limit on how many lines can be added to a Work Order. While the system’s default is 99, you can adjust this to any number up to that limit for more control over your work orders.
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Once you have selected your preferred option, make sure to press the blue “Save” button.
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Outside WO/Create PO
For Outside Work Orders, this setting allows the system to prompt you for a vendor and saves time by automatically creating a purchase order linked to the Work Order.
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Once you have selected your preferred option/s, make sure to press the blue “Save” button.
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Use Customer Billing
The Use Customer Billing setting controls whether a customer number is required when creating Work Orders. When set to YES, you’ll be prompted for a customer number on each Work Order, though you can leave it blank if needed. If set to REQUIRED, the customer number is mandatory and must already exist in the customer file to proceed. Setting it to NO will skip the customer prompt altogether when creating Work Orders. Refer to Customer Files to review the process for how to set up a Customer File in Fleet360.
The instructions below will assist in making the right choices for your fleet when it comes to activating the Customer Billing option.
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Once you have selected your preferred option/s, make sure to press the blue “Save” button.
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Overhead/Shop Supplies
The Overhead/Shop Supplies setting determines where the system pulls the calculation for overhead or shop supply costs. If set to CUSTOMER, the system will use the Shop Supply Rate from the Customer file to calculate overhead costs for Work Orders. If set to FACILITY, it will instead use the Overhead Percentages defined in the Facility File.
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Choosing “Customer” will calculate WO overhead costs using the Shop Supply Rate from the Customer file.
Refer to Customer Files to review the process for how to set up a Customer File in Fleet360.
Choosing “Facility” will calculate overhead using the Overhead Percentages from the Facility File.
Refer to our Facilities File Table of Contentsto review the process for how to set up a Facility File in Fleet360.
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The blue circle will signify which option you have chosen. |
Once you have selected your preferred option/s, make sure to press the blue “Save” button.
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VMRS System Level
The VMRS System Level setting determines the level of Vehicle Maintenance Reporting Standards (VMRS) codes used in the system for Work Orders and history retrieval. If set to Full Code, the system will use and validate all 9 digits of the VMRS code. Choosing System-Intermediate allows the use of only the first 6 digits. Selecting System Only restricts usage to just the first 3 digits. This setting ensures you can tailor the level of detail and validation required for VMRS codes in your workflow.
Refer to our Work Order VMRSarticle to review more information about VMRS files, what RTA Fleet360 defaults to, and more.
The instructions below will assist in making the right choices for your fleet when it comes to Fleet360’s VMRS System Level.
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Once you have selected your preferred option/s, make sure to press the blue “Save” button.
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