How to Convert a WO Schedule to Labor

Path: Transactions > Work Order > Records / Schedule Tab

When a line item is converted, it is added to the Costs Tab and the Billing Info Tab. In addition, a green check mark in the first column reminds you that this line has been converted.

1. Open the applicable work order record.
2. Click the Schedule Tab.
3. Click Edit on the WebTMA toolbar.
4. Select the line item you wish to convert.
5. Click the Convert to Labor link at the top of the grid. The Convert to Labor popup opens.
6. Complete the required fields on this window.
7. Click the Save button on the window.
8. Click Save on the WebTMA toolbar.