Contents of the Manage Allowance Codes Screen
Use the fields and options to configure the Manage Allowance Codes.
Identification
| Field |
Description |
| Allowance Code |
Enter a maximum of six alphanumeric characters to uniquely identify this allowance. |
| Description |
Enter the descriptive name for this allowance. |
Computation Rules
Use this group box to establish computation rules for the auto-generation of employee allowances.
| Field | Description |
|---|
| Computation Method | From the drop-down list, select the computation basis for this allowance. Valid options are:
- Fixed Amount
- Gross Hours x Hourly Rate x Allowance Rate
- Gross Hours x Allowance Rate
- Gross Hours x Salary Rate x Allowance Rate
- Regular Hours x Hourly Rate x Allowance Rate
- Regular Hours x Allowance Rate
- Regular Hours x Salary Rate x Allowance Rate
- Ceiling Hours x Hourly Rate x Allowance
- Ceiling Hours x Allowance Rate
- Ceiling Hours x Salary Rate x Allowance Rate
- Regular Labor Cost x Allowance Rate
|
| Allowance Rate | Enter the amount or percentage for this allowance. |
Allowance Rate Type
| Field |
Description |
| Percent |
Select this option to specify that the allowance rate is Percent. |
| Amount |
Select this option to specify that the allowance rate type is Amount. |
Hours Basis
| Field |
Description |
| Entered Hours |
Select this option to base the allowance on timesheet line entered hours rather than timesheet line charge hours. This option will only be available if the Computation Method is based on hours worked. |
| Charge Hours |
Select this option to base the allowance on timesheet line charge hours rather than timesheet line entered hours. This option will only be available if the Computation Method is based on hours worked. |
| Not Applicable |
This option is automatically selected if the Computation Method is not based on hours worked. When the Computation Method is based on hours worked, the Hours Basis must not be set to Not Applicable. |
Ceiling Hours by Timesheet Frequency
| Field |
Description |
| Weekly |
Enter the hours for the weekly frequency. |
| Bi-Weekly |
Enter the hours for the bi-weekly frequency. |
| Semi-Monthly |
Enter the hours for the semi-monthly frequency. |
| Monthly |
Enter the hours for the monthly frequency. |
Allowance Timesheet Line
| Field |
Description |
| Allowance Pay Type |
Enter, or click  to select, the pay type that corresponds to this allowance code on the timesheet line. |
Generation Method
| Field |
Description |
| One line. Use Allowance Timesheet Line Defaults |
Select this option to create one line per timesheet using the allowance timesheet line default values when auto-generating employee allowances. |
| One line for Each timesheet line |
Select this option to create one line for each timesheet line using the timesheet line values when auto-generating employee allowances. |
| One line for Each Regular Timesheet Line |
Select this option to create one line for each regular timesheet using the timesheet line values when auto-generating employee allowances.
Select this option if you would like an allowance timesheet line to be created for each regular (non-overtime) timesheet line from the employee's timesheets when you run the Create Employee Allowance Timesheet Lines utility. The charge values (Project, Account, Org, and others) used on the allowance timesheet line shall be the charge values from the regular timesheet line. The allowance amount shall be prorated across each of the allowance timesheet lines.
This option button should not be selected if the Computation Method is based on gross hours since an allowance amount should not be based on gross hours, but only charged to only the non-overtime timesheet line charges. |
Allowance Timesheet Line Defaults
| Field |
Description |
| Project |
Enter, or click to select, the default project number to be used on the timesheet line, if applicable. The project description displays in the field to the right. |
| Account |
Enter, or click to select, the default account number to be used on the timesheet line, if applicable. The account description displays in the field to the right. |
| Organization |
Enter, or click to select, the default organization number to be used on the timesheet line, if applicable. The organization description displays in the field to the right. |
| Reference 1 |
Enter, or click to select, the default reference 1 number to be used on the timesheet line, if applicable. The reference 1 description displays in the adjacent unlabeled field. |
| Reference 2 |
Enter, or click to select, the default reference 2 number to be used on the timesheet line, if applicable. The reference 2 description displays in the adjacent unlabeled field. |
Currencies
Indicate whether the allowance can be used for only one currency or for all currencies.
| Field | Description |
|---|
| Multicurrency Usage | - All currencies: If you select the All currencies option, the Currency field becomes cleared and disabled. The Create Employee Allowance Timesheet Lines screen will insert the allowance timesheet line into any eligible timesheet regardless of the transacted currency.
- One Currency: If you select the One Currency option, the Currency field becomes enabled where you can select the appropriate currency. The Create Employee Allowance Timesheet Lines application will only insert allowance timesheet line into timesheets transacted against the specified currency.
Currency: Enter, or click to select, the transaction currency for the allowance. If you do not assign a transaction currency to the allowance, you can use the allowance against any transaction currency. When Costpoint generates allowance timesheet lines, the transaction currency assigned to the timesheet (to which the allowance line is added) will also apply to the allowance. This field will only be available if you have the following setup: - You have a license for Costpoint Multicurrency (MU).
- You select the Enable Multicurrency Functionality check box on the Configure Labor Settings screen.
- You select the One currency option as the Multicurrency Usage on this screen.
Otherwise, this field will be cleared and disabled.
|
Parent Topic:
Manage Allowance Codes
