Deltek Vantagepoint Help

Using the Help Search

Contents of the Billing Labor Insert Dialog Box

Use the fields and options on this dialog box to add a labor transaction in Interactive billing to bill on an invoice.

Insert Target Section

Field	Description
Project	This field displays the project that is open in the Interactive Billing session. The project displays as a hyperlink. Click it to access more information about the project.
Phase	If you use phases, select the phase for the transaction.
Task	If you use tasks, select the task for the transaction.
Employee	Select the employee for whom you will charge labor. If your enterprise has multiple companies in `Vantagepoint`, the cost rate for the company that is associated with the selected employee is automatically applied.
Labor Code	Select the labor code associated with the labor transaction, if you use labor codes.
Date	Enter the date for the transaction.
Category	Enter the labor category number for the transaction. This prefills with the labor category, if any, that is specified for the employee on the Employment Details tab of the Employees hub. This field is applicable when By category is selected for a project's labor method and/or for the primary or secondary labor sorting settings on the Labor tab of the project's billing terms. Labor category numbers are established at the global level in Settings > Labels and Lists > Lists.
Comment Text Box	Enter any comments or additional information for the transaction. To format the text in this field, click to display the formatting options.

Hours Section

Field	Description
Regular	Enter the number of regular hours to charge for this transaction.
Overtime	Enter the number of overtime hours to charge for this transaction.
Overtime-2	Enter the number of overtime-2 hours to charge for this transaction. Secondary overtime hours are charged at a different rate than standard overtime hours. This field is available only if you set Enable Secondary Overtime to Yes in Settings > Accounting > Labor Options.
Tax Code Override 1	Select the first tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the first default tax code that is entered for the billing terms for the project (in the Taxes grid on the More Calculations tab in Billing Terms). The first default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the first (lowest) sequence number with the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The drop-down list in the Tax Code Override 1 field includes tax codes with an active status that have the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Options tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Tax Code Override 2	Select the second tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the second default tax code that is entered for the billing terms for the project (in the Taxes grid on the More Calculations tab in Billing Terms). The second default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the second lowest sequence number with the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The drop-down list in the Tax Code Override 2 field includes tax codes with an active status that have the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Options tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Insert	Click this button to add the labor transaction and return to the grid on the Labor tab. The labor transaction is added to the grid with a Bill status.
Cancel	Click this button to return to the Labor tab without adding a labor transaction.

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Contents of the Billing Labor Insert Dialog Box

Use the fields and options on this dialog box to add a labor transaction in Interactive billing to bill on an invoice.

Insert Target Section

Field	Description
Project	This field displays the project that is open in the Interactive Billing session. The project displays as a hyperlink. Click it to access more information about the project.
Phase	If you use phases, select the phase for the transaction.
Task	If you use tasks, select the task for the transaction.
Employee	Select the employee for whom you will charge labor. If your enterprise has multiple companies in `Vantagepoint`, the cost rate for the company that is associated with the selected employee is automatically applied.
Labor Code	Select the labor code associated with the labor transaction, if you use labor codes.
Date	Enter the date for the transaction.
Category	Enter the labor category number for the transaction. This prefills with the labor category, if any, that is specified for the employee on the Employment Details tab of the Employees hub. This field is applicable when By category is selected for a project's labor method and/or for the primary or secondary labor sorting settings on the Labor tab of the project's billing terms. Labor category numbers are established at the global level in Settings > Labels and Lists > Lists.
Comment Text Box	Enter any comments or additional information for the transaction. To format the text in this field, click to display the formatting options.

Hours Section

Field	Description
Regular	Enter the number of regular hours to charge for this transaction.
Overtime	Enter the number of overtime hours to charge for this transaction.
Overtime-2	Enter the number of overtime-2 hours to charge for this transaction. Secondary overtime hours are charged at a different rate than standard overtime hours. This field is available only if you set Enable Secondary Overtime to Yes in Settings > Accounting > Labor Options.
Tax Code Override 1	Select the first tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the first default tax code that is entered for the billing terms for the project (in the Taxes grid on the More Calculations tab in Billing Terms). The first default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the first (lowest) sequence number with the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The drop-down list in the Tax Code Override 1 field includes tax codes with an active status that have the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Options tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Tax Code Override 2	Select the second tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the second default tax code that is entered for the billing terms for the project (in the Taxes grid on the More Calculations tab in Billing Terms). The second default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the second lowest sequence number with the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The drop-down list in the Tax Code Override 2 field includes tax codes with an active status that have the Labor Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Options tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Insert	Click this button to add the labor transaction and return to the grid on the Labor tab. The labor transaction is added to the grid with a Bill status.
Cancel	Click this button to return to the Labor tab without adding a labor transaction.