Costpoint Help

MO/WO Timesheet Options Tab

This tab should only be visible when you have a Materials (PC) or Work Order (RO) license. Use the fields in the MO/WO Timesheet Options tab to control timesheet entry or import functionality for manufacturing orders or work orders. The Manufacturing Order fields will be enabled if you have a Material license, disabled if not. The Work Order fields will be enabled if you have a Work Order license, disabled if not.

Manufacturing Order Timesheet Lines

Note: You can view this group box only when your company has a Costpoint Manufacturing Execution license.
FieldDescription
Organization Default Method

From the drop-down list, select the organization that defaults onto an M (manufacturing order) type timesheet line during timesheet entry or import. Valid options are:

  • MO Direct Labor Org: Select this option to have the manufacturing order's organization default when you enter or import an Mtype timesheet line. If the timesheet line account is the manufacturing order's WIP labor account, the manufacturing order's WIP labor organization defaults onto the timesheet line. If the timesheet line account is the manufacturing order's WIP misc 1 account, the manufacturing order's WIP misc 1 organization defaults onto the timesheet line. If the timesheet line account is the manufacturing order's WIP misc 2 account, the manufacturing order's WIP misc 2 organization defaults onto the timesheet line.
  • Home Org: Select this option to have the employee's home organization default when you enter or import an Mtype timesheet line.
  • Labor Module Defaulting: Select this option to allow Costpoint to determine the default organization of Mtype timesheets based on the levels of defaulting for organizations.

The default value for this drop-down list is Home Org.

Account Validation Method

From the drop-down list, select the account validation method for MO timesheet line entry/import. Valid options are:

  • MO's Build Inventory
  • Valid PAG Accounts
Account Default Method

From the drop-down list, select the method to be used for defaulting the account on manufacturing order timesheet lines. Valid options are:

  • MO Direct Labor Account: The WIP labor account defaults from the inventory abbreviation that is assigned to the manufacturing order.

  • Labor Module Defaulting: The application goes through the following levels of default until an account is identified:

    • Employee Project TS Defaults
    • Employee Project-Acct-Grp TS Defaults
    • Labor-Grp Project-Acct-Grp TS Defaults
    • Projct TS Defaults
    • Basic Employee Info Defaults
  • Labor Operation Account: The account assigned to the timesheet line labor operation will default.
Cost Element Default Method

From the drop-down list, select how the cost element will default when generating a manufacturing order timesheet line. Options are:

  • Use L if TS Account is not MO Labor/Misc1/Misc2: If this you select this option, the following will be applied:

    • If the timesheet line account is the manufacturing order's WIP Direct Labor Account, set the cost element to L.
    • If the timesheet line account is the manufacturing order's WIP Misc 1 Account, set the cost element to 1.
    • If the timesheet line account is the manufacturing order's WIP Misc 2 Account, set the cost element to 2.
    • For any other account, set the cost element to L.

  • Use 1 if TS Account is not MO Labor/Misc1/Misc2: If this you select this option, the following will be applied:

    • If the timesheet line account is the manufacturing order's WIP Direct Labor Account, set the cost element to L.
    • If the timesheet line account is the manufacturing order's WIP Misc 1 Account, set the cost element to 1.
    • If the timesheet line account is the manufacturing order's WIP Misc 2 Account, set the cost element to 2.
    • For any other account, set the cost element to 1.

  • Use 2 if TS Account is not MO Labor/Misc1/Misc2: If this you select this option, the following will be applied:

    • If the timesheet line account is the manufacturing order's WIP Direct Labor Account, set the cost element to L.
    • If the timesheet line account is the manufacturing order's WIP Misc 1 Account, set the cost element to 1.
    • If the timesheet line account is the manufacturing order's WIP Misc 2 Account, set the cost element to 2.
    • For any other account, set the cost element to 2.
  • Always assign L: If this you select this option, the cost element will be set to L, regardless of the timesheet line account.

Work Order Timesheet Lines

This group box contains the options that will apply to entry or import of W (work order) type timesheet lines.

FieldDescription
Organization Default Method

From the drop-down list, select the organization that defaults onto an W (work order) type timesheet line during timesheet entry or import. Valid options are:

  • WO Direct Labor Org: Select this option to have the work order's organization default when you enter or import an W type timesheet line. If the timesheet line account is the work order's WIP labor account, the work order's WIP labor organization defaults onto the timesheet line. If the timesheet line account is the work order's WIP misc 1 account, the work order's WIP misc 1 organization defaults onto the timesheet line. If the timesheet line account is the work order's WIP misc 2 account, the work order's WIP misc 2 organization defaults onto the timesheet line.
  • Home Org: Select this option to have the employee's home organization default when you enter or import an W type timesheet line.
  • Labor Module Defaulting: Select this option to allow Costpoint to determine the default organization of W type timesheets based on the levels of defaulting for organizations.

The default value for this drop-down list is Home Org.

Account Validation Method

From the drop-down list, select the account validation method for WO timesheet line entry/import. Valid options are:

  • WO’s Build Inventory
  • Valid PAG Account
Account Default Method

From the drop-down list, select the method to be used for defaulting the account on work order timesheet lines. Valid options are:

  • WO Direct Labor Account: The WIP labor account defaults from the inventory abbreviation that is assigned to the work order.

  • Labor Module Defaulting: The application goes through the following levels of default until an account is identified:

    • Employee Project TS Defaults
    • Employee Project-Acct-Grp TS Defaults
    • Labor-Grp Project-Acct-Grp TS Defaults
    • Project TS Defaults
    • Basic Employee Info Defaults
  • Labor Operation Account: The account assigned to the timesheet line labor operation will default.
Cost Element Default Method

From the drop-down list, select how the cost element will default when generating a manufacturing order timesheet line. Options are:

  • Use L if TS Account is not WO Labor/Misc1/Misc2: If this you select this option, the following will be applied:

    • If the timesheet line account is the work order's WIP Direct Labor Account, set the cost element to L.
    • If the timesheet line account is the work order's WIP Misc 1 Account, set the cost element to 1.
    • If the timesheet line account is the work order's WIP Misc 2 Account, set the cost element to 2.
    • For any other account, set the cost element to L.

  • Use 1 if TS Account is not WO Labor/Misc1/Misc2: If this you select this option, the following will be applied:

    • If the timesheet line account is the work order's WIP Direct Labor Account, set the cost element to L.
    • If the timesheet line account is the work order's WIP Misc 1 Account, set the cost element to 1.
    • If the timesheet line account is the work order's WIP Misc 2 Account, set the cost element to 2.
    • For any other account, set the cost element to 1.

  • Use 2 if TS Account is not WO Labor/Misc1/Misc2: If this you select this option, the following will be applied:

    • If the timesheet line account is the work order's WIP Direct Labor Account, set the cost element to L.
    • If the timesheet line account is the work order's WIP Misc 1 Account, set the cost element to 1.
    • If the timesheet line account is the work order's WIP Misc 2 Account, set the cost element to 2.
    • For any other account, set the cost element to 2.
  • Always assign L: If this you select this option, the cost element will be set to L, regardless of the timesheet line account.

Parent Topic:

Tabs of the Configure Labor Settings Screen