Billing Labor Transfer Dialog Box

For the selected transaction, use the Billing Labor Transfer dialog box to reclassify transactions within the same project, phase, or task or transfer transactions to another project, phase, or task.

If you use the Multicompany feature:

• Tax codes that are entered in the Tax Code Override 1 or Tax Code Override 2 fields on the Billing Labor Modify dialog box or Billing Labor Insert dialog box are transferred with a transaction if the transaction remains in the same company. If the transaction is being transferred to another company to be billed by the other company, then the override tax codes are not transferred.
• An employee may be associated with more than one company. When you transfer labor, the company that the employee recorded time with is the company that is associated with the labor. For example, an employee worked in Company A and had a timesheet with a status of "in progress." Company A was also his designated home company. However, the employee was moved to Company B and his home company changed to Company B, as well.

  Even though Company B is now the employee's home company, he still has an "active" status in Company A because his timesheet is not yet complete. When the employee completes and posts his timesheet, Company A remains associated with the labor, even though his home company is now Company B.

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 transactions.
4. On the toolbar, click Transfer.

Contents

Field	Description
Within current [WBS Level]	Click this option to reclassify the transaction detail to another area in the same project, phase, or task. Clicking this option disables the Project, Phase, and Task fields for editing.
Project	Enter the name or number of the target project where transaction detail should be reclassified or transferred or click Search to select a target project.
Phase	If the project selected in the Project field has phases, enter the name or number of the target phase or click Search to select a target phase.
Task	If the phase selected in the Phase field has tasks, enter the name or number of the target task or click Search to select a target task.
Employee	This field displays the employee number of the employee who worked the hours specified in the Hours field. The employee name displays next to the Employee field.
Date	This field displays the transaction date.
Comment	This field displays the comment entered, if any, with the transaction when the transaction was entered in a timesheet or Billing Labor insert. To format the comments in this field, click Edit to access the Text Viewer dialog box.
Labor Code	Select the labor code associated with the transaction, if applicable. If you select multiple transactions to transfer that do not share the same labor code, you cannot transfer to another labor code. This option is not enabled.
Category	Select the labor category associated with the transaction, if applicable. Labor Categories are established on the Labor Categories tab of the Accounting System Settings form.
Hours	Enter the number of billable regular, overtime, and overtime-2 hours to charge to transfer to the target project, phase, or task.
Reason for Transfer	This field displays if Timesheet Revision Auditing is enabled and the Enable Labor Transfer Audit is selected inConfiguration > Time & Expense > Company Timesheet. Use this drop-down list to select a reason for the transfer.
Diary	This field displays only if you have set up a diary in Accounting System Settings Configuration for the fiscal period or fiscal year in which you are entering transactions. Use this field to select a diary code for the current transaction or the group of transactions if you are processing a group of transactions, such as an accounts payable payment processing run. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up on the Diary Auto Numbering tab in Configuration > Accounting > System Settings that have the same fiscal period or fiscal year in which you are entering transactions, or no fiscal period or year entered for them. If you have multiple companies, the Diary drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction, or enter a reversing transaction.