ACTIVITY CODES:
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Activity Codes are user defined cost codes used for recording and reporting job cost transactional data and are intended to describe the specific type of cost to facilitate effective job management and reporting.
Activity Codes are required for all the different types of cost transaction used by Workbench such as: Time, Purchases, Subcontracts, Retentions, Disbursements, Stock, Plant, Internals and Overheads.
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Type
These predetermined types are used to group like activity codes in reports and invoices.
Time |
Disbursement |
Purchase |
Stock |
Plant |
Internal |
Overhead |
Subcontract |
Retention |
Revenue |
Sub Type
All Time based Activities must be setup with a Sub Type to facilitate Employee Productivity Reporting in Timesheet Reports.
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All cost transactions require a valid Activity and Work Centre. To assist with data entry default Work Centre codes must be setup but alternative codes can be selected during data entry.
SALES CODES
Similar to Activity Codes but used for Revenue transactions. For more information regarding Sales codes refer to Sales Codes in Billing
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These user defined codes enable Activity Codes to be grouped under various categories for reporting purposes.
ACTIVITY GROUPSAnchor ActivityGroups ActivityGroups
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Activity Groups are used to restrict the use of Activity Codes on specified jobs and to provide a filtered list of Activities on Timesheets.
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Activity Type
This can be used to filter Activity Codes when selecting Activities to add to this Group. All Activity Codes are linked to a predetermined Activity Type..
To make Activity Groups mandatory set the Job Costing Control Parameter
To facilitate use of the Personal Timesheet individual employees can be linked to a default Activity Group which will display only those Activities they use. Depending on the security setup, the employee may have the opportunity to override this and view all Activity Codes. This option is purely to aid Activity Code selection and does not override the control exercised by the Job Activity Group.
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