Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

OVERVIEW

The purpose of this Timesheet Entry screen is to allow easy entry of Plant transactions as part of timesheet entry. The use of Day Sheets means users will often have time and plant transactions on the same document, and this process facilitates the entry of this data in one screen.
The entry process recognises where a person is the Driver of a Plant Item(s), and assists by defaulting the associated Plant transactions, which may then accepted or not as required
The general functionality around the time entry process is consistent with the other timesheet entry screens.
The functionality has been included in the Timesheet Entry screen, not the Personal Timesheet screen. It is provided in both the standard screen and the Time Codes version of this screen.

Time Entry
Image Removed
Image Added

The screen header has the same standard Timesheet screen functionality, with the following additional feature:

  • If there is a 'Default Entry Date' entered on the header, then the screen filters the transactions (if any) for this date, and defaults to this date on any new lines entered. This default date is retained for each new person selected, allowing for easy entry of daily timesheets.
    Note: There is a dropdown on this field, showing the valid dates for the selected Timesheet Week allowing easier selection.

Image RemovedImage Added

Notes:

  • Time/Disbursement checkboxes are for controlling the Activity dropdown filter and for filtering the displayed lines
  • Activity and Work Centre dropdowns are for filtering the display of transactions. The list of Activity Codes and Work Centres in the dropdowns is only those Work Centres and Activity Codes for transactions existing on the selected timesheet

PLANT TRANSACTIONS FROM THE TIMESHEET PLANT POPUP

There is an additional (P)lant button, located next to the Hours column, which forms part of the data entry sequence on the timesheet line. This Plant button is in the Tab/Enter sequence and will automatically open the popup 'Enter Timesheet Plant Items' screen if the selected person is the Driver of a Plant Item(s).

...

  • This Plant popup form is for data entry only. On exiting from the form, all subsequent display and editing of data is done on the Plant Issues tab in this timesheet screen.

PLANT ISSUES

Access to this screen is by selecting the Plant Issues Tab, or using the Alt P keys.
The screen displays all transactions entered via the Plant popup on the Timesheet tab. These transactions can be edited, and new transactions added.