Vendor Labor

Select the option that indicates whether to enter work force information in the table based on project vendors or project vendor employees.

• Vendor initiates a lookup in the Vendor column. The lookup includes vendors set up for the Project in the Project Vendor Work Force screen. Costpoint populates the PLC column from the PROJ_VEND (Project Vendor) table.

• Vendor Employee initiates a lookup in the Vendor Employee column. The lookup includes vendor employees set up for the Project in the Project Vendor Employee Work Force screen. Costpoint populates the PLC column from the PROJ_VEND_EMPL (Project Vendor Employee) table.

To begin this screen, press the New Record icon on the toolbar, or press [Control+N]. To start additional new lines, you can do any of the above. The Sub Line numbering is incremented automatically by the system and cannot be changed.

Enter, or use Lookup to select, the Vendor.  The Vendor must exist in the Maintain Vendors screen.

Enter, or use Lookup to select, a valid Vendor Employee number for this vendor.

This field is non-editable. The Vendor Employee Name associated with the Vendor Employee will default here from the Maintain Vendor Employees screen in Costpoint Accounts Payable.

The GLC must exist in the General Labor Category table.

Enter, or select from the lookup, the Project Labor Category (PLC) for this vendor. The PLCs that display in the lookup are determined by your selection in Work Force Lookup. The PLC you enter must be valid for the project charged on the main screen.

Enter the hours to be charged for the vendor.

Enter the labor cost, expressed in terms of your company's transaction currency, to be charged for the vendor.

This non-editable field expresses the journal entry amount in terms of your company's functional currency.

Enter the Effective Bill Date (timesheet date).

The application checks the General Labor Category table to make sure the GLC entered on this line is present.

The application reads the Project User Flow screen in the Projects domain to see whether the Project Work ForceRequired option is selected for the project. The following validations will occur:

• If the work force is required, or if a work force has been entered, the application checks the Project Vendor Employee Work Force and the Vendor Work Force screen in the Projects domain to determine whether this vendor exists for this project.

• Next, the system checks the Assign PLC to Vendor Employee Work Force screen and then the Assign PLC to Vendor Work Force subtask screen in Vendor Work Force to make sure that the PLC is valid for this vendor. If the work force is not required, the application proceeds to the next level of validation.

• If a project work force does not exist or if it is not required, the application checks the Assign PLCs screen to determine whether the PLC entered has been assigned to a project. If the project exists 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 PLCs screen, the application proceeds to the next level of validation.

• The final level of validation for the PLC takes place in the Project Labor Categories (PLCs) screen in the Projects domain. If the PLC does not exist in this screen and has not been met by any prior validations, then the PLC is rejected.

If the project from the Enter Journal Entries screen requires a work force, Costpoint supplies the default based on the Work Force Lookup option you select. If you select the Vendor option, the default is from the Default column in the Assign PLC to Vendor Work Force subtask screen in the Vendor Work Force screen. If you select the Vendor Employee option, the default is from the Default column in the Assign PLC to Vendor Employee Work Force screen in Costpoint Project Setup for Client/Server.

If the vendor is not located in these screens, Costpoint obtains the vendor from the Default PLC column in the Vendor Employees screen in Vendor User Flow, within the Accounts Payable domain. If the vendor is not located in this screen, the system displays an error message.

If the PLC is defaulted successfully, the application also defaults the PLC Description from the Assign PLCs screen in the Projects domain.

If the first attempt to default the PLC does not succeed, the application will try to default the PLC from the Project Timesheet Defaults screen in the People domain. Again, if the PLC is defaulted successfully, the application will also default the PLC Description from the Project Timesheet Defaults screen or the Project Labor Categories (PLCs) screen in the Projects domain.

The application will attempt to default the GLC as well as the PLC. If the GLC is found but the PLC is not, the application will try to retrieve the PLC from the General Labor Categories screen in the Configure menu in the People domain.

If the PLC is found, the PLC Description is located first in the Assign PLCs screen and second in the Project Labor Categories (PLCs) screen.

If the Project Labor Category Map table is set up for the project and GLC, the related PLC is defaulted into this subtask. This level of default will be used only if prior levels are not used.

Once you leave the Vendor Employee ID column after entering a valid vendor employee ID, the application will default in the GLC from the Vendor Employees screen in the Maintain menu in the Accounting domain.

If the GLC is defaulted successfully, but the PLC is not entered, the application will attempt to locate it from the General Labor Categories screen in the People domain.

If the PLC is found, the PLC Description is located first in the Assign PLCs screen and second in the Project Labor Categories (PLCs) screen.