Use this subtask only after you highlight a row in the voucher detail and store 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 need to capture the total hours and currency units incurred against the project for vendors as well as employees. Capturing total hours and currency units against labor categories is essential for projects where you bill based on hours incurred against labor categories; apply fee on total hours; bill based on a percent of labor hours incurred; track level of effort projects; or track all hours charged against the project for project management.
You can control this feature in Costpoint General Ledger by not allowing voucher entry to charge certain types of accounts.
Use this subtask whenever you need to capture the total hours and currency units incurred against the project for vendors as well as employees.
This system uses this non-editable field to track the number of lines in the table.
This field will be updated automatically as you insert or delete lines.
Enter, or use Lookup to select, a valid vendor employee. The employee must be a valid vendor employee established in the Vendor Employees screen (Accounting\Maintain\Vendors).
This non-editable field displays the name of the vendor employee.
GLC *
Enter, or use Lookup to select, a GLC (general labor category) for this vendor.
The GLC (general labor category) normally does not apply to vendors, but you can enter one for the vendor and, if there was a relationship between the GLC (general labor category) to the PLC (project labor category) against the project, the system will display the PLC (project labor category) for this vendor and project.
Enter, or use Lookup to select, a PLC (project labor category) for this vendor.
If there was a relationship set up for this vendor against the project, the system will provide a default PLC (project labor category), which you can change if necessary.
This field displays the description of the PLC (project labor category) code.
Hours *
Enter the hours for this vendor and labor category.
Enter the amount for this vendor and labor category.
This field displays the VAT recovery amount, if any.
Enter the effective billing date in this field.
You can attach effective billing dates to each labor line. As a result, you can give corrections the proper date and each line can have a separate effective billing date.
* A red asterisk denotes a required field.
These are the defaults that can occur 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.)
If the project associated with the corresponding PO voucher line from the Enter PO Vouchers screen requires a work force, the default is from the Default column in the Assign PLC to Vendor Work Force screen 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 Vendor Employees screen in Vendor User Flow. 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 PLCs screen in the Projects domain.
Level 2: Project Timesheet Defaults
If the first attempt to default the PLC does not succeed, the application tries to default the PLC from the Project Timesheet Defaults screen. Again, if the PLC defaults successfully, the application also defaults the PLC Description from the Assign PLC to Projects screen or the Project Labor Categories (PLC) screen.
The application also attempts to default the GLC. If the GLC is found but the PLC is not, the application 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 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 defaults into this subtask. This level of defaults are used only if prior levels are not used.
Once you leave the Vendor Employee field after entering a valid vendor employee ID, the application defaults the GLC from the Vendor Employees screen. If the GLC defaults successfully but the PLC is not entered, the application attempts to locate it from the General Labor Categories screen. 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.
Changes to this screen update the VCHR_LAB_VEND (Voucher Labor Vendor) table.