Use this screen to make corrections to a timesheet that either has been posted to the G/L or has been used in the computation of payroll or leave. If you have not posted the timesheet to the G/L and or computed for payroll or leave, the system displays a message telling you that the timesheet should be edited using the Enter Timesheets screen. After you make your corrections and save the corrected timesheet, the system automatically generates a reversing timesheet for the original timesheet. Correcting timesheets are saved as type "D" timesheets and reversing timesheets are saved as type "N" timesheets. The new timesheets use the labor rates that were in effect at the time of the original timesheet entry. You can correct timesheets that have been auto-adjusted over the entire timesheet period. You can also correct Union timesheets that have been converted with the Conversion of Crew Timesheets application.
You can use this screen only to correct timesheets that have been previously posted or used in the computation of payroll or leave. If you have not posted the timesheet or used it in the computation of payroll or leave, the system displays a message telling you that the timesheet should be edited using the Enter Timesheets screen. You can make corrections to a posted timesheet, or a timesheet that has been used in the computation of payroll or leave, up to nine times. If you try to enter a correction to a single timesheet for the 10th time, Costpoint displays a message saying that no more corrections can be made.
Multi-state functionality has been added to a number of applications. This functionality allows the proper calculation of withholdings for employee who work in multiple states during a single pay period. This application contains new defaults and validations for withholdings, if the employee's pay cycle is associated with multi-state withholdings.
Use this dialog box to enter the information needed to search for the timesheet you want to correct. After you enter the values for all fields and select OK, either the original or the last correcting timesheet is displayed on the main screen. If no timesheet is found, a message appears and the dialog box is re-displayed.
Enter the date of the timesheet to be corrected. This should always be the date of the original timesheet, rather than the date of subsequent corrections. This date is displayed on the main screen as the Reference Dt and is saved as the reference date on the correcting timesheets that are created. This is a required field.
Enter the employee ID that is on the timesheet to be corrected. This is a required field.
This non-editable field displays the employee name.
This non-editable field displays the type of timesheet to be corrected. Because only regular timesheets can be corrected, this field will always be "Regular."
Enter the sequence number of the original timesheet. This is a required field.
Enter the date of the new correcting timesheet. If other "D" timesheets exist for this timesheet, this date must be the same. This is a required field.
Use the fields in this group box to view display values for the correcting timesheet. These fields cannot be edited.
This non-editable field displays the date of the correcting timesheet.
This field displays the date of the original timesheet.
This non-editable field displays the timesheet type of the correcting timesheet and is always displayed as "D." The reversing timesheets are created with a timesheet type of "N" and correcting timesheets are created with a timesheet type of "D."
This non-editable field displays the employee ID and name of the employee for whom the timesheet is being corrected.
This non-editable field displays the sequence number of the correcting timesheet.
This group box displays the pay class, FLSA status, and labor group for the employee. These fields cannot be edited. The group box also displays an editable field for entry or edit of the employee's overtime State.
This field displays the OT state charged on the original timesheet. You can replace it with any valid state code.
This non-editable field displays the pay class of the employee. Possible values are "H" (Hourly), "S" (Salary fixed), and "F" (Salary fluctuating).
This non-editable field displays the employee's FLSA status from the Salary Info and History screen in Costpoint Employee. Possible values are "Exempt" and "Non-Exempt."
This non-editable field displays the labor group or union code from the Salary Info and History screen.
The fields in this group box display the regular hours, other hours, and total hours on the original timesheet. These can be changed and are used to validate the actual hours entered on the timesheet lines.
If the total number of regular hours is different than the displayed total, enter the new total.
If the total number of overtime or other hours is different than the displayed total, enter the new total.
This field displays the sum of the Reg and Other hours fields.
The fields in this group box display the fiscal year, period, and subperiod from the original timesheet. The fiscal year, period, and subperiod entered here are also used on the reversing timesheet. However, the accounting period that is displayed could be closed. Verify that this period is still open. If it is not, you must enter a new open accounting period in order to continue.
If the fiscal year displayed is closed, enter the new open fiscal year for which this timesheet and the reversing timesheet should be posted.
If the period displayed is closed, enter the new open accounting period for which this timesheet and the reversing timesheet should be posted.
Enter the open subperiod for which this timesheet and the reversing timesheet should be posted.
The fields in this group box display the user ID and the system date for the timesheet entered.
This field displays the user ID of the person who entered the timesheet.
This field displays the system date on which the timesheet was entered.
Initially, the table window will display what was previously entered in the Enter Timesheets screen. You can then correct the timesheet as needed. You can enter up to 999 timesheet lines on any one timesheet. If more than 999 lines are required, you can use additional sequence numbers for the same employee ID, timesheet date, and type. You must select the New Line button on the toolbar to initialize this table.
This non-editable field displays the sequential number of each timesheet line. The screen accepts the first six timesheet detail lines. If employees have more charges on their timesheets, you can scroll down (or up) using the arrow keys on the right side of the screen. Timesheet lines remain in the order in which they are entered. Lines with the same account number are not combined.
Enter, or use Lookup to select, an alphanumeric character type code for the timesheet line. This is a required field. For crew timesheets, valid system-defined options for this field are "A," "L," and "B." You can also assign default values to Line Types 1-9 in the Employee Timesheet Line Type Defaults and/or Timesheet Line Type Default Settings screens. If you have set up default values, you can enter that line type number in this column. You cannot enter the following timesheet line types in this field: "M" (Manufacturing Order Change), "S" (Sales Order Change), or "V" (Standard Variance); however these types are applicable in the Enter Timesheets screen. The default is "A" (Account/Org), which allows entry of all the fields discussed above. The "L" (Leave Memo) type pertains to making entries that have no labor cost associated, but that have data related to tracking leave hours used. Use this option when tracking Family Medical Leave Act leave usage. This timesheet line type is processed to the Leave files, but is not processed by the Labor Distribution Posting. The "B" (Account/Org/Leave Acct) type pertains to making entries for employees who have accrued leave but have a current status of "FMLA" in the Basic Employee Info screen in Costpoint Employee. This type is also used to track Family Medical Leave Act usage. The system creates a "C" (Cash in Lieu of Fringe Benefit) type when a fringe line is created while using the Wage Determination Rates feature. This line type cannot be changed.
After entering the project or tabbing through the Project field, Costpoint imports from 12 levels of defaults (in the following screens) associated with the project and/or employee.
Level 1: Assign PLC to Projects
Use this screen in Costpoint Project Setup to assign a PLC to a specific project. You must first set up the PLC in the Set Up Project Labor Categories (PLC) screen (in Costpoint Project Setup) before you can assign it. This is the first level of defaults imported when you enter a project on a timesheet line.
Level 2: Timesheet Line Type Default Settings
Use this screen to set up the company-wide default pay types, accounts, and/or organizations for specific timesheet line types. The system uses this level when either there is no project or no other levels of defaults are set up. They will be overwritten when you enter a project and other defaults are found. This is the second level of defaults imported when you enter a project on a timesheet line.
Level 3: Employee Timesheet Line Type Defaults
Use this screen to set up default pay types, accounts, and/or organizations for timesheet line types "1" through "9," for specific employees. The system uses this level when either there is no project or no other levels of defaults are set up and will be overwritten when a project is entered or other defaults are found. This is the third level of defaults imported when you enter a project on a timesheet line.
Level 4: Employee Project TS Defaults
Use this screen to set up defaults for a timesheet line based on a project for a specific employee. This is the fourth level of defaults imported when you enter a project on the timesheet line. If you have entered information in any of the default fields in the Assign PLC to Projects screen in Costpoint Project Setup, the system will use that information instead of the data entered here.
Level 5: Employee Project-Acct-Grp TS Defaults
Use this screen to set up defaults for a timesheet line based on projects for a specific employee. This is the fifth level of defaults imported when you enter a project on a timesheet line. If you have entered information in any of the default fields in the Assign PLC to Projects (in Costpoint Project Setup) or the Employee Project TS Defaults screens, the system uses that information instead of the data entered here.
Level 6: Labor-Grp Project-Acct-Grp TS Defaults
Use this screen to set up defaults for a timesheet line based on a project for a specific labor group/ union type within an account group. This is the sixth level of defaults imported when you enter a project on the timesheet line. If you have entered information in any of the default fields in the Assign PLC to Projects screen (in Costpoint Project Setup), the Employee Project TS Defaults screen, or the Employee Project-Acct-Grp TS Defaults screen, the system uses that information instead of the data entered here.
Level 7: Link GLC to Project PLC
Use this screen to provide the linkage between the General Labor Categories (GLCs) and Project Labor Categories (PLCs) for a specific project. The PLC must already be assigned to a project in the Assign PLC to Projects screen in Costpoint Project Setup before you can link it here. This is the seventh level of defaults imported when you enter a project on the timesheet line. If you entered information in any of the default fields in the Assign PLC to Projects screen, the Employee Project TS Defaults screen, the Employee Project-Acct-Grp TS Defaults screen, or the Labor-Grp Project-Acct-Grp TS Defaults screen, the system will use that information instead of the data entered here.
Level 8: Project TS Defaults
Use this screen to set up defaults for a timesheet line based on a project. This is the eighth level of defaults imported when enter a project on a timesheet line. If you have entered information in any of the default fields in the Assign PLC to Projects, the Link GLC to Project PLC (both in Costpoint Project Setup), the Employee Project TS Defaults, the Employee Project-Acct-Grp TS Defaults, or the Labor-Grp Project-Acct-Grp TS Defaults screens, the system uses that information instead of the data entered here.
Level 9: Basic Employee Info - Defaults Subtask
Use this subtask in Costpoint Employee to set up default-related data about the employees who are processed by Costpoint Labor. The Defaults subtask is the ninth level of defaults imported when you enter a project on a timesheet line. If you have entered information in any of the default fields in the Assign PLC to Projects, the Link GLC to Project PLC (both in Costpoint Project Setup), the Employee Project TS Defaults, the Employee Project-Acct-Grp TS Defaults, the Labor-Grp Project-Acct-Grp TS Defaults, or the Project TS Defaults screens, the system will use that information instead of the data entered here.
Level 10: General Labor Categories
Use this screen to establish the General Labor Category (GLC) codes and related descriptions. This is the 10th level of defaults imported when you enter a project on the timesheet line. If you have entered information in any of the default fields in Assign PLC to Projects, the Link GLC to Project PLC (both in Costpoint Project Setup), the Employee Project TS Defaults, the Employee Project-Acct-Grp TS Defaults, the Labor-Grp Project-Acct-Grp TS Defaults, or the Project TS Defaults screens, or the Defaults subtask of the Basic Employee Info screen, the system will use that information instead of the data entered here.
Level 11: Labor Settings - Defaults group box
Use this group box to enter a default timesheet cycle, workers' comp, or a pay type. This is the 11th level of defaults that is imported when you enter a project on the timesheet line. If you have entered information in any of the default fields in the Assign PLC to Projects, the Link GLC to Project PLC (both in Costpoint Project Setup), the Employee Project TS Defaults, the Employee Project-Acct-Grp TS Defaults, the Labor-Grp Project-Acct-Grp TS Defaults, the Project TS Defaults, or the General Labor Categories screens, or the Defaults subtask of the Basic Employee Info screen, the system uses that information instead of the data entered here.
Level 12: Salary Info and History Defaults
The GLC will default in when the GLC in all other levels up to this point are null. This happens whether or not you entered a project.
Whether a project number is required is determined by reference to the Project Required checkbox in the Maintain Accounts screen in Costpoint General Ledger. If you selected this checkbox, a project number is required for that specific account. The edits that are performed on the project by itself are listed below (see the Basic Info screen in Costpoint Project Setup).
Is the project number in the Basic Project Information table (Basic Info screen in Costpoint Project Setup) and the Active flag set to "Yes?"
Is a Project Work Force Required checkbox selected in the Basic Info screen for this project number and, if so, is the employee in the Project Work Force table?
Is the Date of the timesheet within the date range (start and end dates) for the Project Period of Performance (soft edit)?
In addition, one of two combination edits are required depending on the setting of the Validate Project Charging by Organizations checkbox in the Project Settings screen (in Costpoint Project Setup). If the checkbox is selected, you must have set up the combination of account, organization and project number in the Assign Accounts subtask of the Basic Info screen in Costpoint Project Setup (Project/Organization/Account Table). If the checkbox is not selected, only the account and organization combination must have been set up.
In both combination edits above, the Active column must be "Y."
Enter, or use Lookup to select, the organization (up to 20 characters) to charge this timesheet line. This is a required field and the combination of account and organization will also need to be valid. The edits that are performed on the organization by itself are:
The organization must be in the Organization table (see the Define Org Structures screen and the Maintain Org Elements screen in Costpoint General Ledger),
The Active checkbox has been selected, and
The Fiscal Year and Period on the timesheet fall within the range of the Starting Fiscal Year/Periods and Ending Fiscal Year/Periods fields.
As stated earlier, the combination of organization and account on the timesheet line must also be validated. This validation occurs when you save (after you have entered all timesheet data). The organization/account must exist in the Organization/Account table (see the Maintain Account/Org Links screen in Costpoint General Ledger).
If the Active table window column for the account is set to "Y" (this column will not be set to "Y" unless both the organization and account were active), and the fiscal year and period number on the timesheet fall within the range of the Starting Fiscal Year/Periods and Ending Fiscal Year/Periods columns in the table window for the account (and organization combination).
If the timesheet line type is "M" (manufacturing order) and the Organization Default Method in the Labor Settings screen is "Employee Home Org," this field will automatically be populated with the employee's home organization when you close the Manufacturing Order Timesheet Information subtask.
If the Organization Default Method is "MO Org," and the Account is the manufacturing order's WIP Labor Account, this field will automatically be populated with the manufacturing order's WIP Direct Labor Organization when you close the Manufacturing Order Timesheet Information subtask.
If the Organization Default Method is "MO Org," and the Account is the manufacturing order's WIP Misc 1 Account, this field will automatically be populated with the manufacturing order's WIP Direct Misc 1 Organization when you close the Manufacturing Order Timesheet Information subtask
If the Organization Default Method is "MO Org," and the Account is the manufacturing order's WIP Misc 2 Account, this field will automatically be populated with the manufacturing order's WIP Direct Misc 2 Organization when you close the Manufacturing Order Timesheet Information subtask.
The time and labor cost on each timesheet line must be charged to a specific General Ledger account. In order to charge time to a given account, it must already be set up in the General Ledger Chart of Accounts (up to 15 characters). This is a required field.
After entering the account (and no project has been entered), Costpoint validates the account and imports from three levels of defaults (three screens) associated with the employee.
Level 1: Basic Employee Info - Defaults subtask
Use this subtask in Costpoint Employee to set up default related data about the employees who are processed by Costpoint Labor. The Defaults subtask is the first level of defaults imported when you enter an account on a timesheet line.
Level 2: General Labor Categories
Use this screen to establish the General Labor Category (GLC) codes and related descriptions. This is the second level of defaults imported when you enter an account on the timesheet line.
Level 3: Labor Settings - Defaults group box
Use this group box to enter a default timesheet cycle, workers' comp, or a pay type. This is the third level of defaults imported when you enter an account on the timesheet line.
On the timesheet line you will normally charge labor to a labor-related account type, but any account is accepted, provided the following conditions are met:
The account is in the Chart of Accounts in the Maintain Accounts screen (in Costpoint Project Setup),
The Detail checkbox has been selected (is a detail account) in the Maintain Accounts screen,
The Active checkbox has been selected (is not inactive) in the Maintain Accounts screen,
The Fiscal Year and Period on the timesheet fall within the range of the Starting Fiscal Year/Periods and Ending Fiscal Year/Periods fields, and
The Account Entry Group related to this account specifies that the Enter Timesheets screen has been enabled (also see the Account Entry Group screen in Costpoint General Ledger).
If you selected the Allow GLC Change on Timesheet checkbox in the Labor Settings screen, you can change the General Labor Category (GLC) code for this line. The Defaults subtask of the Basic Employee Info screen in Costpoint Employee provides the GLC default. If the checkbox is not selected, you cannot change the GLC. If you enter a GLC, the code must be present in the General Labor Category table.
If you established authorized general labor categories (see the Authorized Labor Categories screen) for this employee, the system issues a warning at timesheet entry if the GLC charged was not found (not authorized). If no authorized GLCs were set up for the affected employee, no edit is performed. This feature is similar to the Deltek System1 Skill Codes.
Enter the Project Labor Category (PLC) code to be used for billing purposes. This field comes from one of three different tables:
The Project Employee Labor Category table
If you selected the Project Work Force Required checkbox in the Basic Info screen in Costpoint Project Setup for the project number being charged, this table is accessed. If the employee is found in this table, the associated default PLC is retrieved.
The Project Labor Category Map table
If the timesheet line project number and general labor category are found in this table, the associated PLC is offered as a default.
The General Labor Category table
If the above table did not produce a default PLC, this table is accessed by the timesheet line GLC code. The associated PLC is offered as a default. The PLC field is validated against one of three different tables (PLCs are required only for timesheet lines containing a project number):
The Project Employee Labor Category table
If you selected the Project Work Force checkbox in Basic Info screen in Costpoint Project Setup for the project number being charged, this table is accessed. This employee must be in this table with the associated authorized PLCs. If the PLC charged is not in this table (for this employee), the system issues an error message.
The Project Labor Category table
If you did not select the Project Work Force checkbox in the Basic Info screen in Costpoint Project Setup, this table is accessed. If the project number charged on the timesheet line is found in this table, the PLC on the timesheet line must also be in this table (authorized). If not, the system issues an error message. If the project is not in the table, the next edit is performed.
The Project (Billable) Labor Category table
If the above two tables are not applicable, this table is accessed. In this case, the PLC entered on the timesheet line must be in this table, or the system issues an error message. (PLCs are required for timesheet lines containing a project number.)
If you select the Use Reference Date in Correcting Timesheets checkbox in the Effective Bill Date Options group box in the Labor Settings screen, the timesheet's ref date will default when you enter a valid PLC. If you do not select that checkbox, the Effective Bill Date Options Default Method from the Labor Settings screen will be used to determine the effective bill date default. If the Effective Bill Date Options Default Method is "Subperiod End Date," the last day of the timesheet header subperiod will default upon you enter a valid PLC. Otherwise, if the Effective Bill Date Options Default Method is "Timesheet Date," the timesheet date will default when you enter a valid PLC. You can edit the date, but it will not be validated. This field is required if a PLC is specified on the timesheet line.
Enter or change the pay type code for this timesheet line. In addition to the normal default sequence (see explanation of defaults above), select the Pay Types pushbutton with focus established on this column to begin cycling through additional default pay types set up for this employee in the Defaults subtask of the Basic Employee Info screen (in the Additional Default Pay Types table window). Each time you select the pushbutton, the next default pay type code is provided. This is a required field.
Enter the hours that the employee worked for this timesheet line, if appropriate. Any hours entered in this field also update the Entered Hrs column. If you charged a cost-only pay type, this field (Hrs) is zeroed out after entry. However, the Entered Hours field retains these hours. You can enter zero hours if dollars and not hours are to be charged; e.g., hourly rate corrections. This is a required field.
Costpoint automatically computes the amount (labor cost) for each timesheet line. Labor cost is not displayed if labor suppression is in effect. Labor cost is calculated in a variety of ways depending on Costpoint settings.
The system determines which hourly rate (pay rate) to use for the employee by checking certain settings. If the Enable checkbox is selected (in the Labor Settings screen) for using standard rates, the Salary Info and History screen can have an effective rate. This is used in place of the employee's hourly rate. Standard rates are only used for "Salaried Fixed Hours" employees (see the Salary Info and History screen). It is an alternative method of handling salaried employee's uncompensated overtime. The timesheet date is also compared to the Effective Date in the Salary Info and History screen in Costpoint Employee, so that the correct line in the Salary Info and History table is used to determine labor costs.
If you selected the Enable Wage Determination Feature checkbox in the Labor Settings screen and the employee is charging to a project number that has a Wage Determination (WD) record established (see the Wage Determination Rates screen) for the appropriate GLC, location, labor group/union, and effective date, the rate for that WD record can be used. The WD record relates to the fields defined for the unique combination of project, location, labor category, and for labor group/union and effective date. The project, location, labor category, and timesheet date (used to access effective date) are part of the timesheet, and the labor group/union is assigned to each employee in the Salary Info and History screen.
Depending on the setting of the Hourly Rate Method in the Wage Determination Rates screen, the system can use this rate per hour when calculating the timesheet line labor cost. If you have selected the Override method in the WD record (Wage Determination Rates screen), the associated Rate per Hour will override all other rates to calculate the labor cost on the timesheet. That is, hours on the timesheet times the Rate per Hour from the override record (and as adjusted by the pay type parameters).
If you have selected the Use if Higher method in the WD record (Wage Determination Rates screen), the hourly rate contained in the Salary Info and History screen for the employee (employee's rate) is first compared to Rate per Hour in the override record. If the override record Rate per Hour is higher than the employee's rate, the override rate is used. If not, the employee's rate is used to calculate labor cost. That is, hours on the timesheet times the greater of: 1) the override record rate per hour or 2) the employee's Rate. The WD table is not referenced for employees classified as "Salaried Fixed Hours" or "Salaried Fluctuating Hours." It applies only to hourly, non-exempt from the Fair Labor Standards Act type employees (see Salary Info and History). Therefore, the WD table will not conflict with standard rates. This is a required field.
Once the hourly rate has been determined, the pay type code parameters must be taken into account. There are several parameters related to each pay type:
The Factor, which is a number such as 1.5, is multiplied by the hourly rate times the number of hours worked. The result is added to the labor cost.
The Amount, which is handled depending on the method specified in the Pay Type table, can be added to the labor cost calculation as a flat amount, or can be computed by multiplying the Amount by the hours worked, and the result added to labor cost. It can also be computed by multiplying the Amount by the hours worked by the above Factor, and the result added to labor cost.
Another parameter that can enter into the labor cost calculation is the OK for Salaried Employees and Overtime options in the Pay Types screen. If you have selected both of these checkboxes, timesheet lines containing this pay type are skipped by the Auto-Adjust calculation. In addition, cost-only timesheet lines, if combined with lines containing hours, are zeroed out by the Auto-Adjust function. You cannot auto-adjust timesheets containing all cost-only (pay types) timesheet lines.
If you selected the Enable Union Functionality checkbox in the Labor Settings screen, the system will determine the labor cost by multiplying the charge hours by the GLC Hourly Rate listed for that Union and Local set up in the Union Profile screen.
Enter, or use Lookup to select, the labor location/local code applicable to the work location. If you selected the Require Labor Location on Timesheet checkbox in the Labor Settings screen, this is a required field. The default is provided from the Defaults subtask of the Basic Employee Info screen in Costpoint Employee. If you are using the Auto-OT feature, the system uses this field to access the Overtime Rules by Location table (see below). It is also a key field for the Wage Determination feature and Union Profile.
Enter, or use Lookup to select, the organization abbreviation. This field is optional.
Enter, or use Lookup to select, the project abbreviation. This field is optional.
Enter, or use Lookup to select, the project account abbreviation. When you enter a project ID in this screen, the associated project account abbreviation code will default the corresponding account ID. However, you must first set up the project account abbreviation in the Timesheet Preprocessor input file and the Time Collection (ET) Upload input file. This is an optional field.
Enter, or use Lookup to select, the state withholding code that this timesheet line represents. This field is applicable only to union employees. If you selected the Enable Union Functionality checkbox in the Labor Settings screen and the Union Employee checkbox is selected for the employee in the Maintain Employee Master screen in Costpoint Employee, this field will automatically default with the indicated project's withholding state from the Union Profile screen. The withholding state (for the union/project) defaults for the timesheet line based on the matching Union, Local code, and GLC that are assigned to the employee in the Salary Info and History screen. This is an optional field.
Enter, or use Lookup to select, the locality withholding code that this timesheet line represents. This field is applicable only to union employees. If you selected the Enable Union Functionality checkbox in the Labor Settings screen and the Union Employee checkbox is selected for the employee in the Maintain Employee Master screen in Costpoint Employee, this field will automatically default with the indicated project's locality withholding code from the Union Profile screen. The locality withholding code (for the union/project) defaults for the timesheet line based on the matching Union, Local code, and GLC that are assigned to the employee in the Salary Info and History screen. This is an optional field.
Enter, or use Lookup to select, the fringe code to be used for this timesheet. If you selected the Enable Union Functionality checkbox in the Labor Settings screen and the fringe was generated in the Enter Crew Timesheets screen, this field defaults in automatically. This field does not display if you did not select the Enable Union Functionality checkbox in the Labor Settings screen. This is an optional field.
Enter, or use Lookup to select, the reference number for the reference 1 table. The field is edited to determine that the number is in the table. You can adjust this column heading for this field in the G/L Settings screen in Costpoint General Ledger to suit the needs of your company. This field is optional.
Enter, or use Lookup to select, the Reference Number for the reference 2 table. The field is edited to determine that the number is in the table. You can adjust this column heading for this field in the G/L Settings screen in Costpoint General Ledger to suit the needs of your company. This field is optional.
This non-editable field displays the account name associated with the account number entered on this timesheet line.
This non-editable field displays the organization name associated with the organization number entered on this timesheet line.
This non-editable field displays the project name associated with the project number entered on this timesheet line.
This non-editable field displays the reference 1 name associated with the reference number entered on this timesheet. You can adjust this column heading for this field in the G/L Settings screen in Costpoint General Ledger to suit the needs of your company.
This non-editable field displays the reference 2 name associated with the reference number entered on this timesheet. You can adjust this column heading for this field in the G/L Settings screen in Costpoint General Ledger to suit the needs of your company.
If you are using workers' compensation codes, enter, or use Lookup to select, the workers' compensation code for this timesheet line. It is validated to determine that the code is in the Worker's Comp table. This is a required field.
This non-editable field displays the hours entered on the timesheet line. If a cost-only pay type was charged, the Hrs field (above) was zeroed out. This field is updated by entries to the Hrs field, but retains the original value entered.
Use this drop-down box to enter and update notes or text data related to an individual timesheet line. You can enter up to 254 characters for each timesheet line.
If you selected "M" as the Type for this line, the manufacturing order number to which this timesheet line is charged defaults from the Manufacturing Order Timesheet Information subtask.
If you selected "M" as the Type for this line, the work center ID to which this timesheet line is charged defaults from the Manufacturing Order Timesheet Information subtask.
If you selected "M" as the Type for this line, the Operation sequence number of the routing operation to which this timesheet line is charged defaults from the Manufacturing Order Timesheet Information subtask.
If you selected "M" as the Type for this line, the step number of the routing operation to which this timesheet line is charged defaults from the Manufacturing Order Timesheet Information subtask.
The Activity Type to which this timesheet line is charged is selected on the Manufacturing Order Timesheet Information subtask.
This field, which displays the sales order number to which this timesheet is charged, is populated when you have completed the Sales Order Timesheet Information subtask.
This field displays the release number associated with the sales order.
Enter, or use Lookup to select, the particular sales order line number to which this timesheet is charged.
Select this pushbutton to choose the pay types set up in the Defaults subtask of the Basic Employee Info screen in Costpoint Employee for each employee. These pay types can be either regular or overtime pay types. This pushbutton is available when the focus is in the Pay Type field on the timesheet line.
Select this pushbutton to display the total labor cost of the timesheet. This is useful if several lines are entered on one timesheet.
This pushbutton is available only if you have entered a timesheet line type of "M" in the Type column. The Manufacturing Order Timesheet Information subtask appears automatically after you enter "M" and tab over to the next field. You must then enter a manufacturing order number and possibly a work center, an activity code and/or operation sequence number, and a step number. To change previously entered information, select this pushbutton to reopen the subtask.
This pushbutton is available only if you have entered a timesheet line type of "S" in the Type column. The Sales Order Timesheet Information subtask appears automatically after you enter "S" and tab over to the next field. You must then enter a sales order, release, and sales order line number. To change previously entered information, select this pushbutton to reopen the subtask.
The fields in this group box display the hours entered on the timesheet line. It displays the regular hours, other hours, and the total hours. If a cost-only pay type was charged, the Hrs field (above) is zeroed out. These fields are updated by entries to the Hrs field, but retain the original value entered.
This non-editable field displays the amount of regular hours entered on the timesheet.
This non-editable field displays the amount of overtime or other hours entered on the timesheet.
This non-editable field displays the sum of the Regular hours and Other hours entered on the timesheet.
This field displays the auto-adjustment percentage from the original timesheet, but can be edited, and is used to auto-adjust the new timesheet.