Contents of the Cost/Pay Labor Code Tables Form

Use the form to specify effective dates for your employees' cost/pay labor code rates.

Header Information

The headers, fields, and options in this section display at the top of the form.

Field Description
Find rate table At the top of the Cost/Pay Labor Code Tables form, enter either a complete or partial name or number in the Find rate table lookup field to find and select an existing cost/pay labor code table to view or edit.

Your current record selection will be preserved if you switch to another application and then return to this form.

For information about creating and using searches, see the Search Vantagepoint help topics.

For information about creating and using searches, see the Search Vantagepoint help topics.

Search Navigation Controls

The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View.

On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form.

For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter and Refine Records.

Saved Searches list To filter the list of cost/pay labor code tables, select one of the following search types:
  • Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane.
  • Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search.

    Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search.

    For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection.

  • All: Select from a list of all cost/pay labor code tables to which you have access.
  • My Searches: Select a search from this folder to display a list of cost/pay labor code tables based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use.
  • Shared Searches: Select a search from this folder to display a list of cost/pay labor code tables shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use.
  • SQL Where Clause Search: Select a search from this folder to display a list of cost/pay labor code tables based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it.

    Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches.

  • + New Search: Select this link to create a new search for cost/pay labor code tables. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including, standard and user-defined grid fields), based upon your field level security.

    The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed.

x of x Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
On the Search Navigation Controls at the top of the form, click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the Select Columns dialog box.

For information about selecting columns, see Select Columns for a Grid.

For more information about working in list view, see Use List View.

After you switch to list view, you can click the Switch to Detail View icon to switch back to the detailed view of the form. In detail view, all selected fields are displayed on the form. This is the default view when you first open the application. Subsequently, the view that was active when you closed the application is the one that displays when you open it again. Detail view is the view that is described in the Help.
+ New Rate Table

Click this option to create a new cost/pay labor code table.

Other Actions Click this option and choose an option from the drop-down list:
  • Copy: Select this option to copy the details of the currently displayed rate table.
  • Export All: This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View.
  • Delete: Select this option to delete the currently displayed rate table.
Table Name Enter a name for the table. The name displays in place of the table number on all drop-down lists for rate tables in Billing Terms Setup.
Table Number Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Rate Type Select Cost Rate, Pay Rate, or Both from the drop-down list.
  • If Payroll is not installed, you must select Cost Rate.
  • Regardless of the rate type that you enter here, any table defined on this form displays in the Search lookup list.
Currency If you use multiple currencies, select the currency to use for all employees in the table. The default is the functional currency of the active company. You can change the selection in this field unless the rate table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, Vantagepoint displays a prompt to indicate that you cannot change the currency.

Labor Code Grid

Field Description
Edit Click this button to open all fields in the form for editing.
Labor Code Mask Enter a labor code, or combination of valid labor code characters and wildcard characters.

The wildcard is an underscore (_). For example, if your company uses four-digit labor codes, and you want to charge a specific code to all labor codes with a 2 as the second level, enter _2__.

When you edit the labor override table or add a labor code rate, click to search for a labor code mask in the Labor Code Lookup dialog box.

All of a table's rows must use the same approach, either a labor code or a labor code mask. If you use labor code masks, all of the masks in a table must use a wildcard for the same labor code levels.

For information on the Labor Code Lookup dialog box, see the Contents of the Labor Code Lookup Dialog Box.

Description Optional. Enter an internal description for the labor code, which will display in cost/pay labor code lists.
Effective Date Specify the effective date for this labor code cost/pay rate. Each labor code in a table can have one row without an effective date specified. You can use this row to enter a default rate, which is used when no other row has an applicable effective date.

This field is available only if Enable Effective Dates for Labor Billing Rates is selected on the Options form in Settings > Billing > Options, under Detailed Transactions.

Rate Enter the cost/pay rate to use for this labor code.
OVT PCT Enter the overtime percent cost/pay rate that you want to use for costing/paying overtime labor by employees with this labor code.
OVT-2 PCT Enter the secondary overtime percent cost/pay rate that you want to use for costing/paying secondary overtime labor by employees with this labor code.

This field is available only if you set Enable Secondary Overtime to Yes in Settings > Accounting > Labor Options.

This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row:
  • Delete: Choose this option to delete the employee rate entry.
  • Copy: Choose this option to copy the employee name and rate details as a new employee rate entry, excluding the effective date.
Filter

Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.

+ Add Labor Code Rate Click this option to create a new cost/pay labor code rate entry. Enter the labor code mask, description, effective date, and rate details. Press ENTER or click outside the row to add the new labor code rate entry to the cost/pay labor code table.