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Detail Charges

Detail Charges​

From the DockMaster menu, select Service Management > Maintenance Functions > Detail Charges

Detail Charges allows multiple users to edit a Work Order without locking the WO out for other users.

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This page appears the same as Work Order Maintenance, but allows multiple clerks to access and edit Work Order charges at the same time.

Note: if Work Order Maintenance has a WO locked, then Detail Charges cannot access it either. 

Features include:

  • No locks created while maintaining charges
  • Ability to maintain all charge types
  • Multiple users can maintain charges for the same WO/Opcode simultaneously
  • Detail change log file tracks all changes to detail records
  • TWO instances of Detail Charges can be open simultaneously
  • A 30 min timeout on the Form. At 30 min the screen will be cleared, and any changes will not be saved.

Note: If the workorder is billed while an active client is in detail charges, any newly added charges will NOT be saved. New Operations cannot be added from the Detail Charges page. 

Best Practice

  1. Create the WO from WO Maintenance as needed.
  2. Edit that WO Charges from Detail Charges from now on so multiple Clerks can access if needed.
  3. WO Inquiry should be used by anyone that just needs to read data from a WO.
  4. Detail Charges should NOT be used just to view WO data.
  5. If in Detail Charges and you do Not make any changes, Do Not hit Save. This could affect other Clerks that are editing the WO actively.

  

Multiple Clerk Access and Editing Detail Charges Fail Safes

If 2 users in the same WO try to edit the same item (part, labor, sublet, bill code, misc. charges, equipment, mileage) then the person to save first is the “winner”. The 2nd person will get a notice when they save that someone else had made a change to the same item and it will highlight the item and let them know who made the change. This allows the staff member to ask about the edit on that same item before saving. Any other changes that are unique will save on the WO. 

Functionality Examples

Any changes to records that will be saved down to the database will be colored green and display *Me as the user. 

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Any new charges that were entered by other users will be pulled into the form when saved. These charges will appear new in the grid and will be colored grey with the name of the clerk that added the charge. 

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 Ex: User 1 changes billcode 1A to an end date 11/20/23. User 2 on another workstation has just saved a change to billcode 1A giving it an end date of 11/15/23. User 1 saves.

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 The DockMaster server sees that User 2 updated the record first and gives User 1 a warning that the record was modified by User 2. 

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User ID Tracking

Unique Identifier (UID) attributes record changes for each charge type (part, labor, sublet, bill code, misc charges, equipment, mileage).  Every detail charge on the Work Order will have its own unique identifier that is assigned when added. Once assigned that UID will never change. If the charge is moved to another workorder or opcode the UID will remain the same.

 UID – TypePrefix:DATE*TIME*REF*PORT*CLERK 

      TypePrefix –    Parts = P 

                               Labor = L 

                               Freight = F 

                               Equipment = E 

                               Misc = I 

                               Mileage = M 

                               Sublet = S 

                               BillCode = B 

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User Group settings for Clerk access of Detail ChargesSystem Administration >Security > User Groups & Processes > Forms 

Access is enabled for Super Users. Check the box to enable User Group access for your Clerks.

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