Time and Material Entry - Labor

Modified on Tue, 06 Mar 2018 07:58 by Ryan Horne — Categorized as: Time and Material

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   General Description
   Associating Labor With a Service Order/Task
   Setup Options
   User Options
   Special Security - TIMESHEET Token
   Rule Imports

General Description¶

Default Menu Location: From a task, click the Service Order Timesheet (clock symbol) button on the bottom right of the screen, then click the Labor tab.

Screen Name: QUICKTIIME

Function: 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.

Associating Labor With a Service Order/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.

If Solution code is used on Time Entry screen, then populate hours from EQ hours on Solution Code (solcode.eqhours).

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.

Setup Options¶

TSCHKOVERLAP2

User Options¶

TSAUTOTIME

Special Security - TIMESHEET Token¶

S1:

S2: Allows access to change Billcode.

S3: Allows ability to unlock a task.

S4: Allows ability to lock a task.

S5: Allows ability to enter a backcharge.

S6: Allows ability to transfer to billing and to Quick Bill.

S7: Restricts the ability to change the warehouse on the material tab.

S21: Restricts the ability to see price information on the material tab.

S22: Restricts the ability to see cost information on the material tab.

Rule Imports¶

Timesheet Tab Rule Import File