Use the fields and options on this dialog box to modify
employee labor details and tax code override information.
Insert Target Section
| Field | Description |
|---|
|
Project
|
This field displays the
project associated with the transaction.
|
|
Phase
|
This field displays the
phase, if any, associated with the transaction.
|
|
Task
|
This field displays the
task, if any, associated with the transaction.
|
Detail Section
| Field | Description |
|---|
|
Employee
|
Select the
employee for whom you will charge labor. The
employee name displays next to the
Employee field.
If your enterprise uses multiple companies,
DPS automatically applies the cost rate for the company that is associated with the selected
employee.
|
|
Labor Code
|
Select the
labor code associated with the labor transaction, if
labor codes are being used by your company.
|
| Date
|
Enter the transaction date or click
Calendar and select a date.
|
| Comment Text Box
|
Enter and edit additional description to associate with the transaction. You can format your comments in this field by clicking
Edit to access the Text Viewer dialog box.
|
| Hours (Regular, Overtime, and Overtime-2)
|
Enter the number of regular, overtime, and overtime-2 hours to charge to the project.
|
| Category
|
Enter the labor category number for this transaction. The default that prefills in the field is the labor category, if any, that is specified for the
employee on the Employment Details tab of the
Employees hub.
This field is applicable when
By category is selected for a
project's labor method and/or for the primary or secondary labor sorting settings on the Labor tab of the
project's billing terms.
Labor category numbers are established at the global level in
.
|
| Tax Code Override 1
|
From the drop-down list, select the first tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the first default tax code that is entered for the billing terms for the project (in the Tax Codes grid on the Misc tab of the Billing Terms form). The first default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the first (lowest) sequence number with the
Labor Billing check box selected in the Outputs section on the Tax Codes tab in
.
The drop-down list in the
Tax Code Override 1 field includes tax codes with an active status that have the
Labor Billing check box selected in the Outputs section on the Tax Codes tab in
. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
|
| Tax Code Override 2
|
From the drop-down list, select the second tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the second default tax code that is entered for the billing terms for the project (in the Tax Codes grid on the Misc tab of the Billing Terms form). The second default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the second lowest sequence number with the
Labor Billing check box selected in the Outputs section on the Tax Codes tab in
.
The drop-down list in the
Tax Code Override 2 field includes tax codes with an active status that have the
Labor Billing check box selected in the Outputs section on the Tax Codes tab in
. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
|
