Video transcript
In the video we will explain how to create work reports for this in this case an automatic door maintenance company. This example is based on another video we made analyzing the current work reports on paper and how to transfer those documents to itcons.app.
The first thing to do is to access the application once inside the application we will go directly to create the "manufacturing and assembly" part model. We indicate the name and we will also indicate that it is accessible to all users and that it is related to the type of orders "manufacturing and assembly". This means that when the work order is of the type "manufacturing and assembly" when proceeding to create a work report from the work order tab, the application will load the user directly this model and not another model.
This part of manufacturing and assembly has some customer data, that is related through the project as the project in turn is linked to a customer.
As for the installation date, this field is another field that is not necessary to add in the template because all work reports templates have a default date. So to finish the design of the work report, we simply add the images option. We configure so that the signature is mandatory once we have already created the manufacturing and assembly part we will move on to create the work report.
For this new model,work report" before entering the model editor we have to create the categories and resources for that we go to category administration and we have already created the category of labor and we will create the category for the materials we will indicate that we want to specify the pvp in the materials and close and return to the list now we will proceed to create the materials and indicate the price.
We are going to create two example materials, as you can see it could be imported but that would be to analyze it in another video, well once we have already created the categories and resources we will go to add a model, click on add new model we indicate the name we indicate that we want this model is related to the work orders of the maintenance type and we add as header data the description of the notice, this is not a field that the user or the operator, in client or in where this realizing the maintenance must fill, but it is a field that will be loaded automatically of the description of the work order so that we use a data type information of order well then it is requested that the user indicates the cause of failure and that will be a text field we indicate it as obligatory and also a text field with the realized work, we add images to the work report can have more than one image, this field is worth to us of evidence of the work report.
Then we come to what are already the lines of the work report, where we will create two sections, one with materials and the other with labor. First we create the one for materials, where we relate it to the materials category, we will indicate that it is not mandatory and that it is not a single line, that is to say that more than one material can be filled in. Subsequently we define that the quantity is entered, a numeric field called units, mandatory and the price or pvp will be an informative data, the total will be a calculation (quantity x pvp) and we will come in euros.
In the same way with the labor section but in this case we relate it to the labor category, we could indicate that in this case it is mandatory to fill in this section, here instead of quantity we will put hours and the data type number, we will indicate that this data of the work report is mandatory. Here we also have a price for now, in the same way as with the previous section, with an informative data and finally we will have a total labor in this section. We will charge through a calculated data, calculated between data, which will be hours per pvp in euros.
Finally, there will be a total materials in the work report and we add a calculated total materials data so that it is a sum of totals of the materials section of the total column, i.e. it will add up all the lines in this column, we could do for example a total hours also if we want. Total labor in the same way a calculated sum of totals but in the work report labor section of the total column, define it in euros and save.
Now we will make a total taxable base, because in this case the prices indicated in the work report table are without VAT which will be a calculated in this case calculated between header data total material is plus total labor in euros. Then we add if there is a discount and we would have to define it in this example as if it were a fixed amount not a percentage if it were a percentage we would have to multiply instead of subtract but in this case we will do it with a fixed amount, the discount will be a number in euros and the total taxable base with discount will be the calculated from data of total taxable base minus discount in euros and then finally we would have to add the VAT rate for that we are going to use the VAT option list of 21 and we could also leave it fixed but in this example I am going to do it like this we see why I use the VAT value field of 10 percent I enter the factor because they have to multiply I enter the factor of 0.10 and we are going to leave it like this as two fields.
Then the VAT will be the calculation between data of total tax base with discount by VAT rate depending on the VAT rate will take the factor 0.21 or 0.10 and multiply it by the tax base minus discount, so we get the breakdown of VAT if we want with the total VAT we multiply it by 1 the factor instead of being 0.21 0.10 would be 1.21 1.10 and then we have finally the grand total which will be the calculated between the total tax base with discount plus VAT, this is how we do the valuation part of the work report based on materials and labor then finally we could activate the electronic signature of the work report or not make it mandatory in this case we are going to make it mandatory and this configuration of only one document per user per day and project this is for the case in which I want to limit that a user can only make for each project one report per day of this model normally this is useful for the daily work reports the work reports with day record or that type of documents where you want to limit it to a single shipment per day.
This is all about this example that we wanted to explain and if you have any questions comment in the comments of the video or you can write us to our support channels mainlyitcons greetings and that all goes well