Billing Labor Modify Dialog Box

Use the Billing Labor Modify dialog box to modify labor transaction details, such as the transaction date or hours.

If you use the Multicurrency feature, the employee's cost rate uses the functional currency of the employee's home company (specified via organization codes). If this currency differs from the billing currency, Vision translates the cost rate to the billing currency to drive cost-based billing.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. Click the Labor tab.
3. Select a transaction.
4. On the toolbar, click Modify.

Contents

Fields

Field	Description
Project	These fields display the project number and name of the project that is associated with the transaction.
Phase	These fields display the phase number and name if a phase is associated with the transaction.
Task	Thess fields display the task number and name, if a task is associated with the transaction.
Employee	These fields display the employee number and name for the employee who worked the hours specified in the Hours fields for this transaction.
Labor Code	This field displays the labor code associated with the labor transaction, if labor codes are being used.
Date	Enter the date to associate with the labor transaction, or click Calendar to open a calendar and select a date.
Comment Text Box	Enter and edit additional description to associate with the transaction. To format your comments in this field, click Edit on the text box title to access the Text Editor dialog box.
Hours — Regular, Overtime, and Overtime-2	Enter the number of regular, overtime, and overtime-2 hours to charge to the project.
Category	Enter the labor category number for this transaction. The default is the Labor Category, if any, specified for the employee on the Accounting tab of the Employee Info Center. This field is applicable when the project's Labor Method and/or the First Labor Sort or Second Labor Sort is set to By Category, as specified on the Labor tab of the Billing Terms form. Labor category numbers are established at the global level on the Labor Categories tab of General Accounting Configuration (Configuration > Accounting > General).
Tax Code Override 1	From the drop-down list, select the first tax code to use to calculate taxes for the labor transaction that you are modifying. This tax code will override the first default tax code that is entered for the billing terms for the project (in the Tax Codes grid on the Misc tab of the Billing Terms form). The first default tax code for a labor transaction is the default tax code 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 Tax Codes tab in Configuration > Accounting > Taxes. 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 Tax Codes tab in Configuration > Accounting > Taxes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Tax Code Override 2	From the drop-down list, select the second tax code to use to calculate taxes for the labor transaction that you are modifying. This tax code will override the second default tax code that is entered for the billing terms for the project (in the Tax Codes grid on the Misc tab of the Billing Terms form). The second default tax code for a labor transaction is the default tax code 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 Tax Codes tab in Configuration > Accounting > Taxes. 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 Tax Codes tab in Configuration > Accounting > Taxes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.

Buttons

Field	Description
OK	Click this button to save the entries on this dialog box and return to the Labor tab of the Interactive Billing form.
Cancel	Click this button to discard any changes that you made on this dialog box and return to the Labor tab of the Interactive Billing form.
Help	Click this button to open the help topic for this dialog box.