Display the Employee Realization Allocation Dialog Box

You display the Employee Realization Allocation dialog box in Employee Realization or Interactive Billing.

Prerequisites: To display this dialog box, you must set Enable Reporting Realization by Employee to Yes in Settings > Accounting > Labor Options.

If you use Invoice as the frequency in Labor Options settings, you can allocate employee realization information through Interactive Billing or Employee Realization.

If you use Period as the frequency in Labor Options settings, you can allocate employee realization information through Employee Realization only.

• To display the dialog box in Interactive Billing:
  1. In the Navigation pane, select Billing > Interactive Billing.
  2. Select an existing project for which you want to edit employee realization details.
  3. Click the Labor or Units tab (the Employee Realization Allocation dialog box appears only for labor or employee-specific unit transactions).
  4. On the actions bar, click Accept.
  5. On the Invoice File Selection dialog box, create or select an existing invoice file and click OK.
  6. On the Invoice Accept dialog box, click Accept and then click Yes to confirm the action.
• To display the dialog box in Employee Realization:
  1. In the Navigation pane, select Billing > Employee Realization.
  2. Use the options on the form to filter projects with employee realization.
  3. On the actions bar, click Calculate.
  4. In the Projects with Realization grid, hover over a row that you want to edit and click .