Plant Items
Overview:
Plant Items is the location of your plant and equipment in Workbench. A Plant Item is its own Job where you can put purchases and timesheets against, and they can be Issued (sold) to your other Jobs. Another optional cost that can be generated as part of the monthly processes to close a financial period is Plant Depreciation cost (a disbursement type of transaction), that will be calculated based on Depreciation details on each Plant Item.
The mixture of costs and sales form what we call Plant Recoveries. These recoveries can be measured to determine if your plant is being charged out at appropriate rates to your productive jobs.
Before entering items, other setup areas should be finalised first including:
Screen Guide:
Initial List
The Plant Items screen lists all plant items by default, and you can change the Filter to narrow down the results. For existing plant, you can reach the Plant Maintenance screen (see below) by clicking on the Plant Code field of the desired plant item. Using the blue ellipsis button you can reach the Plant Budget and Plant Enquiry screens.
Note: Administrators or individuals with appropriate permissions can toggle the visibility of columns by adjusting the settings in the Grid management screen.
Click the + New Plant Item button to start the New Plant Wizard.
New Plant Wizard
There are 3 methods of entering new Plant Items:
Duplicate of an existing plant which copies all of the setup details of an existing plant item, meaning you only need to change the fields that are different. You can choose the Plant Item to copy and give the new one a unique Code and appropriate Description before clicking Create.
Duplicate of an existing plant include all extension columns same as above together with all extension columns.
Manual Entry of all Required data leaves all fields blank for manual entry. This is usually used for setting up initial plant or for unique items.
Plant Maintenance
This window is where you can edit new and existing Plant Items and their details.
Next Steps:
Once plant items are set up, they can be issued to jobs several ways:
Through Plant Issues
Through Timesheet Entry
Using the Daily Diary's Internal Plant
Through Upvise Integration
After being issued to a job, the system handles journaling of GL codes between the plant jobs and productive jobs which can then be exported to your financials in Export Control.
Use Plant Enquiry to view plant transactions, invoices, and recoveries. Plant Reports is also available.