How to Create a Combination Labour Request Line

A Combination Labour Request Line allows you to partition values between different types, such as charging part of a request line to a customer and another part to warranty. This guide explains how to create and configure such a line in Navigator.

Steps to Create a Combination Labour Request Line

Step 1: Access the Workshop Module

1. Navigate to the Workshop Module.
2. Select Service Reception from the subcategories.

Step 2: Create a Job or Appointment

1. Enter the relevant job or appointment where you want to add the request line.
2. Create a new request line.
   • Note: Combination lines are only applicable to Labour Request Lines and will not work with Non-Labour Request Lines.

Step 3: Configure the Combination Request Line

1. On the newly created request line, locate the Customer dropdown box.
2. Select the "Combination" option.
3. A configuration box will appear, allowing you to partition the costs.

Step 4: Partition the Costs

1. Assign the percentages for each type (e.g., Customer, Warranty).
   • Example:
     • 50% to Customer
     • 50% to Warranty
2. Ensure the total equals 100%.
   • You can use up to two decimal places for precise allocation.
3. Click OK to save your settings.

Key Notes

• Labour Request Lines Only: Combination lines are exclusively for Labour Request Lines and will not work with Non-Labour Request Lines.
• Total Allocation: Always verify that the total value adds up to exactly 100%.
• Flexible Usage: This feature is particularly useful for scenarios involving split billing, such as charging a portion to a customer and the remainder to warranty.

Example Scenario

Job Type: Service Repair

• Customer Charged: 70%
• Warranty Covered: 30%

When setting up the combination line:

1. Assign 70% to Customer.
2. Assign 30% to Warranty.
3. Confirm that the total equals 100% and save the configuration.

Benefits

Creating a Combination Labour Request Line:

• Simplifies billing for mixed responsibility jobs.
• Ensures accurate allocation of costs between parties.
• Enhances transparency in job costing.