Business Rules Tab

Use this tab of the Manage Work Assignments screen to view charging rules and resource security validation requirements for the work assignment.

Charging Validation Rules in T&E

Use this group box to view validation rules for work assignments in Time & Expense. The options default from the Configure Subcontractor Management Settings screen but can be edited if the Allow Edit checkbox corresponding to the options is selected.

The rules defined in this group box will be enforced in Time & Expense to determine charges at risk.

Field	Description
Allow Overtime	This checkbox selected to allow overtime charges in Time & Expense.
Allow Unauthorized Charges	This checkbox is selected to allow unauthorized vendor employees (subcontractor resources) not linked to the work assignment to charge in Time & Expense.
Require Charge Comments	This checkbox is selected to require charge comments in Time & Expense.
Require Subcontractor Approval on Charges	If selected, this checkbox indicates that the role resource is required to approve work assignment charge lines on the Approve Timesheet Charges and Manage/Approve Expense Reports screens in Time & Expense. Note: The role must be assigned a functional role Type of Charge or Employee and Charge and the General Rights must be set to Approve Charges on the Manage Functional Roles screen in Time & Expense.
Allow Charges Outside Work Assignment Period of Performance	A cleared checkbox allows validation of the charges entered by vendor employees (subcontractor resources) in Time & Expense are within the start and end dates within the work assignment. When the subcontractor invoice is created and you did not select this checkbox, any charges outside the work assignment period of performance (POP) will be reclassified to an unallowable account, specified on the work assignment charge line, only if you selected the Over to Unallow checkbox. If you did not select Over to Unallow, the charges outside the work assignment POP will not be pulled into the invoice and will be included in the Exclusion Report indicating the reason for exclusion. If this is selected, no validation will take place and all values outside the work assignment POP will be included in the regular charge accounts.

Allow Charge line to exceed PO Line value

Use this group box to display the validation on the charge line quantity/amount against the PO line quantity/amount. This defaults from the selection made in Configure Subcontractor Management Settings screen, but is editable if the Allow Edit checkbox is selected on that screen. Options are:

• None: This option is selected if you do not want to validate the charge line quantity/amount against the PO line quantity/amount.
• Warning: This option is selected if you want Costpoint to display a warning message when the quantity/amount on all charge lines exceeds the PO line quantity/amount. Selecting this option allows you to save records with charge line values exceeding PO line values.
• Error: This option is selected if you want Costpoint to display an error message when the quantity/amount on all charge lines exceeds the PO line quantity/amount. If you select this option, you will not be able to save a record with charge line values exceeding PO line values until you adjust the charge line quantity/amount.

Auto-Load PO

Field	Description
Include System Closed PO Lines	If this is selected, system-closed PO lines are included when loading work assignment charges.

Resource Security Validation against Work Assignment/Charge Line

Use this group box to display the validation on the vendor employee security status against the work assignment. The option selected in this group box defaults from the selection made in the Validation of Vendor Employee Security Status Against Work Assignment group box in Configure Subcontractor Management Settings, but can be edited on this tab for the particular work assignment.

Options are:

• None: This option is selected if you do not want Costpoint to validate the vendor employee security status against the work assignment.
• Warning: This option is selected if you want Costpoint to validate the vendor employee security status against the work assignment, and give a warning message indicating a failed validation.
• Error: This option is selected if you want Costpoint to validate the vendor employee security status against the work assignment, and give an error message indicating a failed validation.

Create Subcontractor Invoices

Validation Rules

Use this group box to view the set-up rules that the Create Subcontractor Invoices process will use for validation. The options default from the Configure Subcontractor Management Settings screen but can be edited if the Allow Edit checkbox corresponding to the options is selected.

The options have the Over to Unallow checkboxes next to them. These checkboxes are enabled only if their corresponding option is cleared. If selected, these checkboxes indicate that Costpoint is allowed to post to unallowable accounts the hours/amounts that exceed charge line/vendor employee hours/amount or charges outside the work assignment period of performance.

Field	Description
Allow Hours Over Charge Line/Vendor Employee Hours	If this checkbox is not selected, the hours entered by vendor employees (subcontractor resources) is validated against the work assignment. When the subcontractor invoice is created and you did not select this checkbox, any excess hours will be reclassified to the unallowable labor account specified on the work assignment charge line only if you selected the Over to Unallow checkbox. If you did not select Over to Unallow, no excess hours will be pulled into the invoice. Otherwise, no validation will take place and excess hours will be accepted into the regular charge accounts.
Allow Charges Over Charge Line/Vendor Employee Amount	If this checkbox is not selected, the amount entered by vendor employees (subcontractor resources) is validated against the work assignment. When the subcontractor invoice is created and you did not select this checkbox, any excess amount will be reclassified to the unallowable labor or expense account specified on the work assignment charge line only if you selected the Over to Unallow checkbox. If you did not select Over to Unallow, no excess amount will be pulled into the invoice. Otherwise, no validation will take place and the excess amount will be accepted into the regular charge accounts.
Allow Charges Outside Work Assignment Period of Performance	If this checkbox is not selected, the charges entered by vendor employees (subcontractor resources) are validated to make sure they are within the start and end dates within the work assignment. When the subcontractor invoice is created and you did not select this checkbox, any charges outside the work assignment POP will be reclassified to an unallowable account, specified on the work assignment charge line, only if you selected the Over to Unallow checkbox. If you did not select Over to Unallow, the charges outside the work assignment POP will not be pulled into the invoice and will be included in the Exclusion Report indicating the reason for exclusion. Otherwise, no validation will take place and all values outside the work assignment POP will be included in the regular charge accounts.

Attention: For more information on the selections of the overage flags and their effects on subcontractor invoices, see Subcontractor Management Overage Flags.

Intracompany Posting

Use the fields in this group box to specify the project, account, and/or organization that will be used to send or receive intracompany funding for work performed on the work assignment.

This group box is enabled only if Work Assignment Type is Subcontractor Agreement Intracompany on the main screen of Manage Work Assignments.

Field	Description
Intra-Co Payable	The Project, Account, and Organization fields are enabled only for the contracting company. Use these fields to specify the project, account, and organization that will be used to send the funds to the intracompany vendor (performing company). Account and Organization are required. You need to enter a Project only if the account requires it.
Intra-Co Receivable	The Project, Account, and Organization fields are enabled only for the performing company. Use these fields to specify the project, account, and organization that will be used to receive the funds for performing the work or services for the contracting company. Account and Organization are required. You need to enter a Project only if the account requires it.
Revenue/Other	The Project, Account, and Organization fields are enabled only for the performing company. Use these fields to specify the project, account, and organization that will be used for the credit in the performing company during the creation of the intracompany work assignment journal entry. Account and Organization are required. You need to enter a Project only if the account requires it.