Charge Element Detail

The Charge Element Dtl tab on the Charge Element form allows you to more easily view the detail records associated with a charge element. For example, if you select an Order on the main Charge Element form, the Charge Element Dtl form will show the Operations and Activities (if any) associated with the Order. If you select an Operation on the Charge Element form, any Activities defined for that operation will display on the Charge Element Dtl tab.

You can view, add, and modify child elements on the Charge Element Dtl tab.

Charge Element Detail Field Descriptions

Charge Type

The type of charge being defined. In the Filter area of the form, the only available Charge Type is the Charge Type of the record you have selected on the Charge Element form.

Element Node

The values listed here represent the combination of the charge elements, which also represents the path of the current node.

For example: You have Order 3000. Order 3000 has Operation 10. Operation 10 has Activity 10. The Element Node for Activity 10 would be listed as 3000/10/10.

Element Name

The type of record (element) to which an event can be posted. The available Element Names are determined by the Charge Type you have selected on the Charge Element form.

Element Value

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

A description of the charge element.

Record Status

Indicates if the record is Active or Inactive.

Sender Name

Indicates where the data was downloaded.

Data Group Name

Identifies the Data Group to which this record applies.

Level Number

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

Identifies if the location source is from an Organizational Hierarchy or Ad Hoc. Organizational Hierarchies are created via 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

Indicates whether the charge element is the default charge element.

Planned Hours

Indicates how many hours were 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.

Start Date, End Date

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).

Update Date

Identifies when this record was created or updated.

Updated By

Identifies who created or updated the record.

Find a Charge Element Detail

Click Main Menu > Administration > Charge Element > Charge Element.
Find and select the Charge Element for which you want to view detail records.

For example, select an Order number if you want to view the operations and activities defined for the order. Select a Project number to view the Task IDs defined for the project.
Navigate to the Charge Element Dtl tab on the lower half of the form.

The detail records (if any) for the selected charge element will display in this tab.
To narrow your search, click the Filter button to display the fields. Once you have entered your filter settings, click Find.

For information on these filter fields, see Charge Element Field Descriptions or Charge Element Detail Field Descriptions.

Add a Charge Element Detail

Note: You cannot add an Operation or Activity to an Order using the Charge Element Detail tab.

Click Main Menu > Administration > Charge Element > Charge Element.
Find and select the Charge Element to which you want to add detail records.
For example, select an Order number if you want to add operations or activities to the order. Select a Project number to add Task IDs to the project.
Navigate to the Charge Element Dtl tab on the lower half of the form.
Click Add.
The Charge Type field will display the Charge Type of the charge element you selected in step 2.
Select the Element Name you want to add to this charge element. The available options are the Charge Type Elements that are a level below the selected element. For example, if you selected a Level 1 Order on the Charge Element form, you can add a Level 2 (Operation) or Level 3 (Activity) in Element Name on the Charge Element Dtl tab.
The Parent Element field will automatically display the parent charge element for the selected Element Name.
In the Element Value field, enter the name of this new charge element.
Enter a Description for this new charge element. This step is optional.
From the Record Status field, select Active to enable this charge element during its effective (Start and End) dates.
Select a Sender Name, Data Group Name, and Location Source. Depending on the Location Source you choose, you will also need to select a Location Elmt Node or Location Value.
Check the Default Flag checkbox if you want this charge element to be the default charge element.
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 the Start and End Dates for this charge element.
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

Modify a Charge Element Detail

Note: You cannot modify an Operation or Activity on the Charge Element Detail tab.

Click Main Menu > Administration > Charge Element > Charge Element.
Find and select the Charge Element for which you want to modify the detail records.
Navigate to the Charge Element Dtl tab on the lower half of the form.
Select the detail record and click Modify.
Change the necessary values and click Save.

Delete a Charge Element Detail

Click Main Menu > Administration > Charge Element > Charge Element.
Find and select the Charge Element for which you want to delete the detail records.
Navigate to the Charge Element Dtl tab on the lower half of the form.
Select the detail record and click Delete.
Click OK to confirm the action.

Copy a Charge Element Detail

Click Main Menu > Administration > Charge Element > Charge Element.
Find and select the Charge Element for which you want to duplicate the detail records.
Navigate to the Charge Element Dtl tab on the lower half of the form.
Select the detail record and click Copy.
Change the necessary values and click Save.