RTA Web - Facility Settings Tab
The Facility Settings Tab will house all the defaults, overheads, and PO approval settings for the facility.
Fields editable by clicking in the field, making adjustments, and clicking the checkmark to save the field changes.
Facility Defaults Panel
Default Customer Facility
Default facility for customer records used by this facility
Default MFG/Cap Facility
Default facility for tire manufacturer and capper records used by this facility
Default Vendor Facility
Default facility for vendor records used by this facility
Default WO Priority Code
Desired default priority code to be used on work orders
Default WO Reason Code
Desired default reason code to be used on work orders
Default WO Shop ID
Desired default shop ID to be used on work orders
Period Cost Settings
This section allows you to override the Global End of Month process Date and Time and set the trigger Date and Time at the Facility Level instead.
Click on the following link for more information on what the End of Month Process does.
Note: Leaving this blank will then use the “Global” End of Month Settings. Updating or changing the data in this screen will override the Global Settings and cause the facility to Trigger the End of Month Process on its own schedule.
Automate Monthly Fixed Costs
This Toggle is the Master switch to turn on the Web Fixed Cost Automated Process. See: End of Month Process
Sets the Time you want the End of Month Process to Trigger
This Radio Button Allows you to set the End of Month Process to trigger on a certain date each month. Note: Setting it to 31 will guarantee that it runs on the last day every Month regardless of the number of days in that month.
This Radio Button Allows you to set the End of Month Process to trigger on a certain week and day each month. For Example: we want the End of Month Process to Trigger on the First Monday each Month
Overhead charges can be added to all work orders to help cover the cost of unbilled shop expenses.
If wanting to apply overheads by facility rather than by customer, Switch 34 under Main Parameters in the Classic version would need to be set to facility.
Dollar amount desired to be added to costs for administrative fees. During the End of Month Process (Reference the NEW Period Cost Settings section) whatever dollar amount is currently in the Admin Fees Field will be posted out to each individual vehicle within that facility as a fixed admin cost.
Dollar amount desired to be added to costs for part overheads
Dollar amount desired to be added to costs for labor overheads
Dollar amount desired to be added to costs for tire overheads
Dollar amount desired to be added to costs for additional miscellaneous overheads
Tax rate to be used if overriding the vendor’s specified tax rate
PO’s Approval Panel
Use this panel to set an auto approval maximum for Purchase Orders attributed to this facility. This will auto-approve any purchase order at or below that maximum. Amounts above that maximum can go through the settings of the approval process set in place.
Refer to Purchase Order Approvals for more information