| Field | Description |
|---|
| Within current [WBS Level]
|
Click this option to reclassify the transaction detail to another area in the same project, phase, or task. Clicking this option disables the
Project,
Phase, and
Task fields for editing.
|
| Project
|
Enter the name or number of the target project where transaction detail should be reclassified or transferred or click
Search to select a target project.
|
| Phase
|
If the project selected in the
Project field has phases, enter the name or number of the target phase or click
Search to select a target phase.
|
| Task
|
If the phase selected in the
Phase field has tasks, enter the name or number of the target task or click
Search to select a target task.
|
| Employee
|
This field displays the employee number of the employee who worked the hours specified in the Hours field. The employee name displays next to the
Employee field.
|
| Date
|
This field displays the transaction date.
|
| Comment
|
This field displays the comment entered, if any, with the transaction when the transaction was entered in a timesheet or Billing Labor insert.
To format the comments in this field, click
Edit to access the Text Viewer dialog box.
|
| Labor Code
|
Select the labor code associated with the transaction, if applicable. If you select multiple transactions to transfer that do not share the same labor code, you cannot transfer to another labor code. This option is not enabled.
|
| Category
|
Select the labor category associated with the transaction, if applicable. Labor Categories are established on the Labor Categories tab of the Accounting System Settings form.
|
| Hours
|
Enter the number of billable regular, overtime, and overtime-2 hours to charge to transfer to the target project, phase, or task.
|
| Reason for Transfer
|
This field displays if Timesheet Revision Auditing is enabled and the
Enable Labor Transfer Audit is selected in. Use this drop-down list to select a reason for the transfer.
|
| Diary
|
This field displays only if you have set up a diary on the Diary AutoNumbering tab of
for the fiscal period or fiscal year in which you are entering transactions.
Use this field to select a diary code for the current transaction, or the group of transactions if you are processing a group of transactions, such as in an accounts payable payment processing run. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions.
The
Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type.
The drop-down list contains all the diaries that you set up on the Diary AutoNumbering tab that have the same fiscal period or fiscal year in which you are entering transactions, or that have no fiscal period or year entered for them.
If you use multiple companies, the
Diary drop-down list includes only the diary codes that are set up for the current company. The list also includes
IC - Intercompany Diary to capture intercompany transactions.
You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.
|
