to select, a valid vendor employee identification
number for this vendor.Use the Vendor Labor subtask after highlighting a row in the voucher detail and storing information relating to one line in the voucher detail such as Vendor ID, General Labor Category (GLC), Project Labor Category (PLC), Hours, and Amount.
This screen is useful if you want to capture the total hours and currency units incurred against the project for vendors and their employees. Capturing total hours and currency units against labor categories is essential:
For level-of-effort projects.
For projects where your bill is based on hours incurred against labor categories or percent of labor hours incurred.
If your fee is applied on total hours.
If you track all hours charged against the project for project management.
You can control this feature via the G/L to disallow voucher entry charges to certain types of accounts.
Accounting
Accounts Payable
Vouchers
Enter A/P Vouchers
Vend Labor button
These non-editable fields display the voucher number and vendor from the main screen.
These non-editable fields display information from the main screen table window.
This is a non-editable field. Costpoint uses the sub line to track the number of lines in the table; this value is updated automatically as you insert or delete lines.
Enter, or use to select, a valid vendor employee identification
number for this vendor.
This field displays the vendor employee name associated with the vendor employee ID from the Maintain Vendor Employees screen.
Enter, or use to select, a General Labor Category (GLC)
for this vendor. This is a required field. The GLC applies to vendors
and, if there was a relationship between the GLC to the Project Labor
Category (PLC) against the project, Costpoint displays the PLC for this
vendor and project.
Enter, or use to select, the Project Labor Category
(PLC) for this vendor. The PLC you enter must be valid for the project
charged on the main screen.
This non-editable field displays the description of the PLC code.
Enter the hours for this vendor and labor category. You can enter no hours (zero) on a Sub Line.
Enter the amount for this vendor and labor category. You can enter no currency amount (zero) on a Sub Line, but the total of all the Sub Lines must equal the currency amount on the selected line on the main screen.
This column displays the VAT recovery amount, if any.
Enter the effective billing date in this column. You can attach effective billing dates to each labor line. As a result, corrections can be given the proper date and each line can have a separate Effective Billing Date.
GLC — Costpoint checks the General Labor Categories screen (in Costpoint Labor) to make sure the GLC entered on this line is valid.
PLC — Costpoint reads the Basic Info screen in Costpoint Project Setup to see whether the Project Work Force Required option is selected and performs the following validations:
If the work force is required, or if a work force has been entered, Costpoint checks the Project Vendor Employee Work Force screen and then the Project Vendor Work Force screen in Costpoint Project Setup to determine whether this vendor exists for the project. Next, Costpoint checks the Assign PLC to Vendor Employee Work Force screen and then Assign PLC to Vendor Work Force screen to make sure the PLC is valid for this vendor. If the work force is not required, Costpoint proceeds to the next level of validation.
If a project work force does not exist or is not required, Costpoint checks the Assign PLC to Projects screen (in Costpoint Project Setup) to determine whether the PLC entered has been assigned to a project. If the project is found in the screen but the PLC is not assigned to it, the entry is rejected. If neither the project nor the PLC is found in the Assign PLC to Projects screen, Costpoint proceeds to the next level of validation.
The total amount of the voucher line (total invoice before discount minus discount) and total vendor labor must match or you cannot save the Vendor Labor subtask or return to the main screen.
The final level of validation for the PLC takes place in the Set Up Project Labor Categories (PLC) screen in Costpoint Project Setup. If the PLC is not found in this screen and has not been located by any previous validations, the PLC is rejected.
The following is a list of possible defaults that can display when you enter a new line in the table window or leave a field/column in this subtask. The vendor labor defaults work in conjunction with defaults for projects charged.
Level 1: Work Force Default — If the project from the Enter A/P Vouchers screen requires a work force, the default is from the Default column in the Assign PLC to Vendor Work Force screen in Costpoint Project Setup that indicates which PLC should be used as a default for a specific vendor. If the vendor is not located in this screen, Costpoint obtains the vendor from the Default PLC column in the Maintain Vendor Employees screen in Costpoint Accounts Payable. If the vendor is not located in this screen, Costpoint displays an error message. If the PLC is defaulted successfully, Costpoint also defaults the PLC Description from the Assign PLC to Projects screen in Costpoint Project Setup.
Level 2: Project Timesheet Defaults — If the first attempt to default the PLC does not succeed, Costpoint tries to default the PLC from the Project TS Defaults screen in Costpoint Labor. If the PLC defaults successfully, Costpoint also defaults the PLC Description from the Assign PLC to Projects screen or the Set Up Project Labor Categories (PLC) screen in Costpoint Project Setup. Costpoint attempts to default the GLC as well as the PLC. If the GLC is found but the PLC is not, Costpoint tries to retrieve the PLC from the General Labor Categories screen in Costpoint Labor. If the PLC is found, the PLC Description is located first in the Assign PLC to Projects screen and second in the Set Up Project Labor Categories (PLC) screen in Costpoint Project Setup.
Level 3: Link GLC to PLC — If the Project Labor Category Map table is set up for the project and GLC, the related PLC defaults into this subtask. This level of defaults will be used only if prior levels are not used. Once you leave the Vendor Employee column after entering a valid vendor employee ID, Costpoint defaults the GLC from the Maintain Vendor Employees screen. If the GLC is defaulted successfully but the PLC is not entered, Costpoint attempts to locate it from the General Labor Categories screen in Costpoint Labor. If the PLC is found, the PLC Description is located first in the Assign PLC to Projects screen and second in the Set Up Project Labor Categories (PLC) screen in Costpoint Project Setup.