Internal items that are consumed on the Job can be recorded through the Docket Entry screen.
Details
You can also enter details relating to the transaction if required.
Remember that F3 repeats the field above
Labour Transactions LI
It is important to remember when filling out Internal Labour entries that the Labour entered through this screen updates the employees timesheets.
The entry for Internal Labour is as follows:
- Docket No
Specify the Docket/Day Sheet number or some other appropriate reference. Can be Null
- Date
This is the date the Labour is to be allocated to the Job. This will also be the date of the entry which will appear on the employee's timesheet. If the Timesheet has not yet been created, for this employee, for this Week Period End then it creates one.
- Job Code
This is the Job the person was working on.
- Type
Labour Internal (LI)
- Code
This drop down gives a list of all current employees. The code is the Employee number but the F4 dropdown can be ordered by Code; Surname; First Name dependent on the Control Parameter.
- Activity
The Activity the employee was performing on the Job.
- Description / Subcode
This is the name of the employee.
- Work Centre
The Work Centre where the employees time is being allocated.
- Quantity
The number of hours being recorded for the employee.
- Unit Rate
This is always Null for internal transactions
Disbursement Transactions (through Timesheets)
It is important to remember when filling out Disbursement entries that the transaction entered through this screen updates the employees timesheets.
- Plant Transactions PI
To enter a line for Internal Plant select the appropriate Job Code.
- Docket No
Specify the Docket/Day Sheet number or some other appropriate reference. Can be Null
- Job Code
Enter the Job Code
- Date
This is the date the Plant transaction is to be allocated to the Job. This will also be the date used in the initiation of the Automated Batching process. The transaction date falls inside the Batch Period
- Type
Select the Type of PI – Plant Internal.
- Code
In the Code drop down all of the currently available Plant equipment will be listed. Select the Plant item.
- Activity
This will default; you would not normally need to amend this when coding Internal Plant.
- Description / Subcode
Press F4 and select the Plant Costing Rate. These are derived from the Plant Cost rates which are maintained on the Plant Costs tab in Plant Maintenance.
- Work Centre
Select the Work Centre where the plant was being used.
- Quantity
Enter the Quantity for the number of hours / days / weeks (depending on the costing rate being used) that the plant was utilised.
- Unit Rate
This is always Null for internal transactions
Other ways to create the Plant Transaction:
- Press Add Plant
Where an employee has one or a number of plant items which should generally be issued to the job along with his time, then clicking the Add Plant button, or pressing alt A, will add a plant issue to the job for each plant item he/she is the driver. This will be done whether the docket entry is on the timesheet line itself, or the next blank line down.
Note that repeat clicking on the Add Plant button will continue to create transactions.
In this example John Cooper was the Driver of 3 items of Plant. The default Rate Code is used in the transaction.
- F5
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 Alpha Code). This simply copies the person code from the line above.
- Stock Issue Transactions STK
You can issue stock from a Stock Warehouse (Workbench Stock Module) or Non Stock Warehouse.
The entry for Internal Stock Issues is as follows:
- Docket No
Specify the Docket/Day Sheet number or some other appropriate reference. Can be Null
- Date
This is the date the Stock issue transaction is to be allocated to the Job. This will also be the date used in the initiation of the Automated Batching process. The transaction date falls inside the Batch Period.
- Job Code
This is the Job the stock was issued to.
- Type
Stock Internal (STK)
- Code
This drop down gives a list of all Stock Items. The code is the Item number.
Note that the Item Lookup is not available.
- Activity
This will default from the Item and can be changed if necessary.
- Description / Subcode
The list of possible Warehouses.
Note that the available Warehouses are related to the selected Item.
In this case only 'Non Stock' Warehouses are displayed
- Work Centre
The Work Centre where the stock is being allocated.
- Quantity
The number of stock Items being issued.
- Unit Rate
This is always Null for internal transactions