Charge Element
The Charge Element form contains data that has been downloaded
from your ERP via the data download. It displays the different charge
elements to which an event can be posted. You can also manually add and
maintain charge elements on the Charge Element form.
Examples of a charge element are work order, account number,
or department. When an employee tries to post an event to a specific element,
the system will check if the element is listed on the Charge Element form.
Administrators can also configure
the background and foreground colors that display on the timecard
(row or cell) when a specific charge element posts on the timecard.
Note: This form
requires the Charge Element
Forms module to be licensed and enabled.
Detail forms:
Charge Element Dtl
Element Color
Element Premium/Rate
Filter Group
See Also:
Charge Element
Field Descriptions
Find a Charge Element
Add a Charge Element
Modify a Charge Element
Delete a Charge Element
Copy a Charge Element
View Flex Fields
Restrict Access
to Charge Elements
Stop
Labor for an Inactive Charge Element
Charge
Element Field Descriptions
Note: All of the
fields in this form may not apply to your company.
Charge Type
This field indicates the type of charge being defined.
Available options are defined on the Charge
Type form.
Note: When you
are adding a Charge Element in this form, you cannot select the Order,
Operation, or Activity Charge Type. However, you can select these Charge
Types when you are finding records.
Element Node
The values listed here represent the combination of the
charge elements. This field also represents the path of the current node.
For example: Order 3000 has Operation 20 and Operation
20 has Activity 10. The Element Node for Activity 10 would be 3000/20/10.
Element Name
This field indicates the type of record (element) to which
an event can be posted. The available Element Names are defined for the
Charge Type on the Charge Type Element
tab.
Parent Element
The Parent Element
field (Parent Element Value field
in the Filter area of the form) is available when you are adding or modifying
a charge element. Use it to select an Element Value that is one level
higher than the Element Name of the charge element you are configuring.
Element Value
This field indicates the name that identifies the charge
element. The Element Value is
what the user will enter on the client terminal or Web timecard.
Element ID
Element ID is used
to house an equivalent ID that is downloaded from the external system.
For example, it is used to store the confirmation number for SAP PP/PM/PS
orders.
Example of confirmation number: Operation 10 belongs to
work order 1000. SAP would have its own internal ID that references work
order 1000 and operation 10. The internal ID is the confirmation number,
which would be reflected in the Element
ID field in the charge_element table.
Description
This field description of the charge element.
Record Status
This status indicates whether the charge element record
is Active or Inactive.
If a charge element is Active,
a person can start and stop a labor for the charge element.
If a charge element is Inactive,
a person can stop labor for the charge element but cannot start a labor
for the charge element. However, if the charge element is an Order or
Operation, additional validations are performed when the labor is stopped
that may prevent it from being stopped. See Stop
Labor for an Inactive Charge Element for more information.
Sender Name
This field indicates sender from which the data was downloaded.
When you use the Sender
Name field in the Filter area of the form, the available options
may be affected by your Security Data Role. If your Security
Data Role includes the SENDER_NAME item, this setting will restrict
your access to Sender Names.
Data Group Name
This field identifies the Data
Group to which this record applies.
Element Group Name
If you are using Data Access Rights to restrict access
to charge elements, you can use this filter field along with the Element Group Value filter field
to display only those charge items enabled for a specific facility. Select
Facility in this field and select
the name of the facility in the Element
Group Value field. See Restrict
Access to Charge Elements for more information.
Element Group Value
If you are using Data Access Rights to restrict access
to charge elements, you can use this filter field along with the Element Group Name filter field
to display only those charge items enabled for a specific facility. Select
Facility from the Element
Group Name field and select the name of the facility from the Element Group Value field. See Restrict Access to Charge
Elements for more information.
If your Security Data Role does not include the FACILITY
item, then no values will be available in the Element
Group Value field.
Level Number
This field identifies the hierarchical level of the element.
The level depends on the record's Parent Element. For example, if the
Parent Element is at Level 1, the record you add to the parent will be
at Level 2. Level numbers are defined for the Element Name on the Charge
Type Element tab form.
Location Source
This field identifies if the location source is from an
Organizational Hierarchy or Ad Hoc. Organizational Hierarchies
are created on the Hierarchy Definition and
Hierarchy Elements form. If you select
Hierarchy, you must also select a Location
Elmt Node.
Location Value
The location value houses the actual value of the location.
Location Elmt Node
If the location value is associated with an Organizational
Hierarchy, this field will list the location value's path inside the hierarchy.
Default Flag
This field indicates whether the charge element is the
default charge element.
To change the Default Flag setting, select the Charge Element
and click Modify.
Planned Hours
This field indicates how many hours were planned (budgeted)
to complete the labor for this charge element. This value will be used
if Sho Floor Time is configured to display
the planned, actual (consumed), and remaining hours for a particular
job that a person is starting.
Start Date, End Date
These are optional fields that determine the effective
dates for the charge element. The default value for the Start
Date will be the current date. The default value for the End Date will be infinity (12-31-9999).
Certification
Enter a value in this field if the charge element requires
certification.
When a charge element requires certification, the system can check to
see that the person posting the event has a CERTIFIED
assignment that matches the charge element’s Certification value.
If both certifications match, the labor will post. If the certifications
do not match, an error will display.
For example, the charge element
Work_Order_101 has a Certification called “WO_Cert.” The charge element
Work_Order_102 has no certification. The charge element Project_100 has
a certification called “PROJ_Cert.” A person is only certified for “WO_Cert.”
The person will be able to post labor for Work_Order_101
because it requires certification and its certification matches the person’s
certification. The person can also post labor for Work_Order_102 because
it does not require certification. However, the person cannot post labor
for Project_100 because it requires a certification that the person does
not have.
If you enter a Certification value, make sure that persons
who are authorized to post labor to this charge element also have a CERTIFIED
person assignment. You must also make sure the certification check is
included for the appropriate event prompt. See Certification
of Charge Elements and Persons for information.
Update Date, Updated By
These fields display when the record was created or updated,
and the person who created or updated the record.
Find
a Charge Element
Click Main
Menu > Administration > Charge Element > Charge
Element.
If the record you are searching
for is not visible on the form, you can use the filter to search for
it. Click the 
Filter
button to display the fields.
To narrow your search, use the Charge
Type, Element Name, Element
Value, Record
Status, Sender
Name, Data
Group Name,
Element Group
Name, and Element
Group Value
filter fields.
To find the detail (child) elements of a particular
charge element, enter the charge element’s value in the Parent
Element Value
field. For example, to find all the operations for Order Number 1001,
enter 1001 in the Parent
Element Value field.
Once you define your filter
criteria, click Find. The
records that match your criteria will display.
When you select a charge element in the middle of
the form, you can view its detail elements on the Charge
Element Dtl tab.
Add a
Charge Element
Note: You cannot
add an Order, Operation, or Activity using the Charge Element form.
Click
Main Menu > Administration > Charge Element > Charge
Element.
Click Add.
Select a Charge
Type.
Select an Element
Name.
If applicable, select a Parent Element.
Use this field to select an Element Value that is one level higher
than the charge element you are adding. For example, if you are adding
an Activity, use the Parent Element field to select the Operation
for which the Activity is defined.
Enter an Element
Value.
Select if the Record
Status is Active
or Inactive.
Select the Data
Group Name to which this record applies.
Check the Default
Flag box if this is the default
charge element.
Enter a Description
for the Charge Element.
Select the Sender
Name from which the Charge
Element was downloaded.
Select if Location Source is
Hierarchy or Ad
Hoc. Organizational Hierarchies are created on the Hierarchy
Definition and Hierarchy Elements
form.
If you select Hierarchy
as Location Source, select
a Location Elmt Node.
If you select Ad
Hoc as the Location Source,
enter a Location Value.
If you want to change the effective
dates for this charge element, change the Start
Date and the End
Date.
In the Planned
Hours field, enter the number of hours that are planned (budgeted)
to complete the labor for this charge element. This value will be
used if Shop Floor Time is configured to display
the planned, actual (consumed), and remaining hours for a particular
job that a person is starting.
Enter a value in the Certification
field if the charge element requires certification.
If you want to add more than
one charge element, click Save and
Add to save your settings and keep the Add Charge Element pop-up
form open. Or click Save to
save your charge element and return to the main form
You can use the Charge
Element Dtl tab to add child elements to the charge element you
just created. You can also use the Element
Color tab to specify the colors that will display for this charge
element in the timecard. If you created a JOB_CODE, POSITION, or PREMIUM_CODE
charge element, use the Element Premium/Rate
tab to define the premium associated with the charge element.
Modify
a Charge Element
Note: You cannot
modify an Order, Operation, or Activity on the Charge Element form.
Click
Main Menu > Administration > Charge Element > Charge
Element.
Find and select the record you
want to change.
Click Modify.
Modify the record and click
Save.
Delete
a Charge Element
Click
Main Menu > Administration > Charge Element > Charge
Element.
Find and select the record you
want to delete.
Click Delete.
Click OK
to confirm the action.
Copy
a Charge Element
Click Main
Menu > Administration > Charge Element > Charge Element.
Find and select the record you
want to duplicate.
Click Copy.
Modify the record as necessary
and click Save.
View Flex Fields
Flex fields are used by some ERP systems to define charge
element properties that are not included in the Charge Element form fields.
Flex fields are imported from the ERP system into the charge_element_flex_field
table.
Click Main
Menu > Administration > Charge Element > Charge Element.
Select the charge element.
Click the Flex
Fields button.
The Flex Field pop-up form displays with the Flex Field Names and Values
(if any) defined for the charge element.
Restrict
Access to Charge Elements
You can use a person’s Facility Data Access Rights to control
which items they can view and modify on the Charge Element form and the
Order form. Data Access Rights (also called “DAR”) refers to the data
that a user can access in the application. This access is controlled by
a Security Data Role, which is defined on the Security Data form.
To restrict which charge elements or orders a person can
view, you must:
Enable Data Access Rights
for the form.
Click
Main Menu > Configuration >
Form Configuration > Form Profile. Select the person’s Form Profile Name. Select the Charge
Element form or the Order form on the left side of the screen and
click the Form Settings tab. Select the record for the dar_enabled
setting and click Modify. Change the Setting Value to “1”
and click Save.
Include the FACILITY
item in the person’s Security Data Role.
Click
Main Menu > Configuration >
Security > Security Data. Select the person’s Role
Name and check to see if the FACILITY
Item Name is included and has the appropriate facilities included.
If not, click Add Item or
Modify Item to update the
Security Data Role.
Define which charge items
are valid for a given facility in the charge_element_group table.
To define which charge items are valid for a given facility, you need
to add records to the charge_element_group table. These records can
also be added when you import your charge elements or orders. The
charge_element_group table contains the following information:
charge_element_id:
ID number of a charge element on the Charge Element form or the
Order form. This system-assigned ID number is defined in the charge_element
table.
data_group_name:
Identifies the type of Employee Group that can access the specified
charge_element_id on the Charge Element form or the Order form.
This value should be set to FACILITY.
data_group_value:
Set this value to the person_group_id of the Facility. The person_group_id
can be found in the person_group table. Persons who have this
Facility included in their Security Data Role will have access
to the specified charge_element_id on the Charge Element form
or the Order form (provided dar_enabled is set to “1”).
Stop Labor
for an Inactive Charge Element
The Record Status of a charge element can be Active or
Inactive.
If a charge element is Active, a person can start and stop
labor for the charge element.
If a charge element is Inactive, a person can stop labor
for the charge element but cannot start a labor for the charge element.
However, additional validations are performed when stopping an Order or
Operation that may prevent it from being stopped.
If the charge element is an Order or Operation, the status
of the Order/Operation and the Stop on Closed Order/Operation settings
in the person's Order Policy will determine
if the person can stop the labor.
For example, a person starts labor for a work order and
operation. While the person is still working on this labor, it is discovered
that the order number was released in error and the charge element record
needs to be made inactive. In the ERP system, the charge element's Record
Status is changed from Active to Inactive and this change is sent to Shop
Floor Time. The charge element record in Shop Floor Time now shows the
record is Inactive.
When the person attempts to stop the labor, the system
will look at the Order
Status for the work order and compare this to the Stop
on Closed Order setting in the person's Order Policy. In this example,
the Order Status of the work order is Complete and Stop on Closed Order
in the Order Policy is set to Not Allowed. These settings indicate labor
cannot be stopped on an Order with a status of Complete. An error message
will therefore display when the person tries to stop the labor.