Use the fields and options on this dialog box to modify
employee labor details and tax code override information.
Fields
| Field | Description |
|---|
|
Project
|
These fields display the
project number and name of the
project that is associated with the transaction.
|
|
Phase
|
These fields display the
phase number and name if a
phase is associated with the transaction.
|
|
Task
|
Thess fields display the
task number and name, if a
task is associated with the transaction.
|
|
Employee
|
These fields display the
employee number and name for the employee who worked the hours specified in the
Hours fields for this transaction.
|
| Labor Code
|
This field displays the
labor code associated with the labor transaction, if labor codes are being used.
|
| Date
|
Enter the date to associate with the labor transaction, or click
Calendar to open a calendar and select a date.
|
| Comment Text Box
|
Enter and edit additional description to associate with the transaction. To format your comments in this field, click
Edit on the text box title to access the Text Editor 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, specified for the
employee on the Employment Details tab of the
Employees hub.
This field is applicable when the
project's
Labor Method and/or the
First Labor Sort or
Second Labor Sort
is set to
By Category on the Labor tab in the
projects'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 modifying. 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 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 modifying. 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 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.
|
