Docket Entry for Internal Transactions

Owned by Former user (Deleted)
Last updated: Jan 08, 2013 by John Cooper (Unlicensed)

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
The entry for Internal Labour is as follows:

  • 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.
  • 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.

Plant Capacity PC

There is functionality via the Docket Entry screen to record plant performance by way of a line type of PC (Plant Capacity). For initial setup in the Plant Master screen, two additional custom fields have been provided; Carrying Capacity (e.g. A truck may carry 3 m3 per load) and Carrying Units (e.g. The Carrying Capacity is in m3 ). Data entry for this line type creates a Docket Line (for reporting purposes only) to indicate the number of loads, total units, carried by a Plant Item when working on a Job. These transactions do not create a Job Transaction and so are always considered 'Unsaved' in the Docket Reconciliation Edit/View.

Note that the F3 'repeat the field above' should not be used as the line takes on a normal Plant transaction characteristics with the Rate Codes instead of the Plant Capacity characteristics.

Reportorting of the Plant Capacity is via the Docket and Daysheets Transaction Reconcilition screen.  Select 'Unsaved' transactions and Line Type of 'PC'.

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