Plant Issues Entry from Timesheets

Owned by Former user (Deleted)
Last updated: Jan 17, 2017 by Workbench (Unlicensed)

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

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.

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).

When opening, this screen defaults through any Plant Item(s) for which this employee is the Driver (set on the Plant Details tab on Job Maintenance for the Plant Item), with the Hrs Qty defaulting from the timesheet line as the Plant Issue qty (which can be changed). There may therefore be multiple lines created.

Notes:

  • A Control Parameter, Type = Plant, called 'Plant Timesheets Default Work Centre' has been provided to control the Work Centre defaulting onto created Plant transactions.
  • If this Control Parameter is set to 'Plant' or not set to the Work Centre Code, all the created transactions will be the Work Centre Code, From the Rate Code for the Plant Item.
  • If this Control Parameter is set to 'Timesheet' the Work Centre Code on all the created transactions will be the Work Centre Code on the timesheet line.
  • The lines need to be ticked as 'Accept' to subsequently create the Plant Issue transactions when the Confirm button is clicked. If you have 'unaccepted' lines, a warning will prompt "Some Lines have not been accepted. Is this OK?"
  • If the timesheet person is not a driver of any Plant Item, the Plant button will not be in the tab sequence, but this screen can still be opened by clicking on the button or through the use of Alt-P when in the line. Plant Items then need to be manually selected.
  • Where the Job is an Admin job (Jobs:AdminJob = -1) the Plant button is not in the Tab/Enter sequence but the user can still enter the 'Enter Timesheet Plant Items' screen by clicking on the 'P' button
  • Where Plant Items are not defaulted through you can still manually enter the Plant number or use the F4 Plant Item Lookup.
  • You can only enter this subform once for each Time Entry Line. A control is written back to the Job Transaction table to facilitate this. This ensures that duplicate entries are not created
  • 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.