Defining trades

Define codes for the types of employees performing maintenance work. The cost of the trade, based on an hourly rate, is charged back to the appropriate work order, asset, or project, ensuring correct cost accounting. A single trade may have multiple rates based on the type of work performed or the department associated with the trade for a specific work order.

Define standard trade rates for suppliers on the Supplier Rates tab of the Trades form. On the Qualifications tab, you may associate qualifications with trades to establish the minimum qualifications for an employee belonging to a trade to perform work for which the trade is selected.

When scheduling work, you can select to assign the work to an employee and/or a trade. When booking hours for the work, the labor cost of the hours to book is calculated based on the trade rate defined for either the employee or the trade rate defined for the trade.

To define trades:

  1. Select Work > Setup > Trades.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the trade belongs if you use multi-organization security.
    Trade
    Specify a unique code identifying the trade, and then enter a description of the trade in the adjacent field.
    Class
    Specify the class to further subdivide the trade as necessary. For example, specify apprentice, journeyman, or master.
  4. Click Save Record.
Parent topic: Defining initial work information