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Docket Header
- To enter Dockets select the Docket Entry menu option.
- The Docket Entry screen has a Header. Workbench generally controls transactional entry by grouping transactions through batches. The Docket Entry controls transactional entry through a Job, Date and Sequence. This Job/Date/Sequence becomes the Control for this group of transactions.
- In the 'Job' field enter the Job for which you want to record dockets. You can either type the Job code in directly or use the Job Lookup function by pressing the F4 key and navigating to the desired Job.
Comments on what Job to use in the Docket Header.:
- Project Header Job. Where you have the situation where you are using the Docket Entry to control timely data entry for a major project. In this case you would normally have a site office and all the data entry is for the one Job and its SubJobs. This means that the Jobs available in the Job Dropdown on the line transaction are the Header and SubJobs.
- Project Sub Job. Probably not normally used unless all the data entry is for the Sub Job
- Docket Accruals Job. Where the Docket Accrual Job is entered as the docket header job you are allowed any docket schedule supplier to be selected, and then any job with schedule lines on that supplier. Its backward searching for a Line Job that has that schedule on it.
If you are doing data entry one day and the next day you come in and say 'which Job did I use on the Header", That's when you always use the Docket Accruals Job for all Docket and Daysheet Data Entry. Because the Lines can go to any Job specified the Header job is not significant but after the event you know how to find it.
It is important that the Docket Accruals job is setup with an activity Group that does not allow transactional entry.
Once you have entered the Job Code you will be able to click the 'New' button.
This will display a Create Docket Header screen defaulting 'Today's' Date. This allows you to create a new list of dockets for each day. If you create a new Header with the same date it will increment the Sequence number to give you a range of Headers for that day.
If you are entering dockets for a day other than today you can change to date at this point. Note that this is a 'Date' Field only.
Once you have the correct date entered press the 'OK' button to proceed.
You will now be returned to the Docket Entry screen. The screen displays the following information :-
- Order By - – You can what order the information in the docket entry screen is displayed.
- Date - – This is the date of the Docket Entry
- Seq - – This is the sequence number for the docket header for this day. This allows you to have may docket headers for a single day. Every time you create a new docket header it will give it a new sequence number.
- Completed - – This checkbox allows the user to signify that the docket entry has been completed. This is useful for Approval purposes.
- Approved By - – This is the name of the person who has approved the docket entry for this day. Once the docket entry has been approved then no more lines can be added. You Can only approve if the entered lines have been saved.
When you come back in at later stage for more data entry you select the Job in the Header and then you will find all the Date/Sequence possibilities for your continued data entry.
Save
- Once you have finished all of the entries for the day you can save the docket entry.
- To save the docket entry click the 'Save' button at the top of the screen.
- You can also print a copy of the entries if required by pressing the 'Print' button at the top of the screen.
Recost
For external Docket lines only. This recosts the lines based on the current Docket Costing Schedule rates.
Dup Line
Copies the highlighted line to create another transaction.
Copy Lines From
Select another Date/Sequence from this Header. It will copy all the lines through incrementing the date by the number of days changed.Anchor
Job Code on the Docket Line
For ease of data entry it is important to understand how to search for and enter the docket line Job Code. You will need to select the method which best suits your process.
- the [F4] key or left click on the arrow (as with any combo box) drops down the combo box list. Only jobs that are related to the Job in the Docket Header will be displayed
- the [F5] key displays the Job Lookup screen
Note that any open Job can be selected. (This is why it can be advisable to use 1 Docket Header Job for all docket entries because some docket Lines may not be related to the Header and you can't find the transaction at a later time - use the Docket Accruals Job).
This can be the case for Internal and External docket transactions.
For External docket transactions as long as the line Job has a docket schedule attached the Line Job does not have to be related to the Docket Header Job. You can enter any open Job Code.
- Any open Job Code may be manually entered, even though the list of jobs presented in the combo box will only be child jobs of the docket header job. This is similar to the use of the [F5] key except that you enter the Job number, you dont search for it. Use the Docket Accrual Job as the Docket Header Job.
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- Where the Docket Accrual Job has been entered as the docket header job any docket schedule supplier can be selected and then any Job with schedule lines on that supplier can be selected. .
Its backward searching for a Line Job that has that schedule on it Anchor
F3] Repeats the field above
[F4] Drops down the Combo Box list
[F5] - Job Lookup when used in the Docket Line Job Code
-. If pressed at the start of the line where the line above was an Internal Time Transaction it creates
an Internal Plant transaction with all the Time detail but you must enter the Plant Item that
was used.
[F8] -
if it required to associate two transactions that may be either external or internal labour or plant, then the [F8] key can be pressed at the start of the new line (the Supplier Code). This simply copies the person code from the line above.Anchor
Deleting Docket Transactions
Saved docket lines may be deleted, in which case the related JobTransactions are also deleted. Docket lines may not be deleted if:
- (a) the docket line has been reconciled or
- (b) the related transaction is in an exported batch or
- (c) the related timesheet line is on an approved timesheet
For Time related transactions (Labour, Plant, Disbursements) which have not been autobatched you must delete from the Dockets Entry screen. You can view and amend qty in Timesheets entry but deletion must happen in Docket Entry.