Page History: Time and Material Entry - Labor
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Page Revision: Mon, 23 Aug 2010 12:21
The Time and Material Entry screen is used to post time to a previously entered task. This screen is centered around the task/service order number. It allows you to post time for multiple resources and dates to the same task.
An easy way to post time to a specific task is to right-click on the task box in the Schedule Screen and select Time Entry from the drop-down menu.You can also arrive at this screen from the
Task Entry screen, the
Weekly Timesheet, the
Virtual Timeclock, the
Task Grid, the
Task Loader, and the
Approve/Edit Billing screen (Matching Data grid).
To add labor time to the task, click the
New icon and enter the resource you wish to post time for.
The only resources you may enter are the those that have the task assigned to them in the Task Entry Screen under the Assignments tab.
This control may be overridden by selecting the
ALLRES setup option in CID Maintenance.
The fields and buttons in this screen are described below.
SVR/Task: The service order number. The field below the service order number is the description of the task performed.
Complete By: Enter the name of the person who completed the task and the date the task was completed.
Clicking the
Task Complete button labels the task as being completed. Click the button again to undo the change.
Click the
Lock button to lock the service order and block any additional posting of time/materials/assets/equipment for this task. This also locks previous time entries from being edited.
RESID: The Resource ID of the resource you are entering time for.
Resource: The name of the resource you are entering time for.
Date: The date you wish to enter time for. This should be the date that the work was actually performed.
Sol Code: The Solution Code for the task. This field is left blank if there is no Solution Code for the service order. Solution Codes may be added/edited/deleted in the
Solution Codes screen.
Bill Code: The Labor Bill Code for the task. Bill Codes may be added/edited/deleted in the
Rule Maintenance screen by selecting Bill Codes from the drop-down menu.
Start/Stop/Total: The start and stop time for the task. The Total will be automatically calculated. You do not need to enter a start and stop time; you may enter the total time. Click on the
Start or
Stop links to open the Select Time Screen.
Equip Code: Enter the equipment code if this person used a piece of equipment while working on the job (e.g. truck, trailer, backhoe, etc). Any equipment entered here will also be entered on the Equipment tab with the same total time.
Equip Bill Code: Select the bill code for the equipment that was used.
Asset Tag: Enter the asset tag/id, if applicable. Any asset entered here will also be entered on the Asset tab.
Asset Reading: Enter any reading that needs to be recorded from the asset.
Inspection: If the Standard Task requires an inspection, select
Pass,
Fail, or
NA (Not Applicable).
The large text field on top is used to write a description of work performed. This description will show up on the invoice.
The bottom field is used to write any notes concerning the time entry. It will not show up on the invoice.
Click the
Spell Check icon to perform a spell check of what you have written.
Check the
Back Charge To box to send the billable time to an organization other than what is listed for the task. Enter the Organization Code in the first field or the Organization Name in the bottom field.
Rule Imports
Timesheet Tab Rule Import File
