COINS OA Enhancement: Transfer SE Visit Details to Payroll

Transcription

1 Document Ref: OA_CE-PR015 Date: Aug 2, 2013 Document Version: 0.1 Modules Affected: Payroll Earliest available version of COINS: COINS OA v10.27 Documentation Updated: This document may contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on the COINS USA Client Center web site at Construction Industry Solutions Corp 6 Airport Park Blvd. Latham, NY Construction Industry Solutions Corp

2 Contents 1 Purpose of this Document Screen and Processing Changes Transfer SE Visit Details Menu Item Transfer SE Visit Details Screen Transfer SE Visit Details Process Transfer SE Visit Details Report... 6 Construction Industry Solutions, Aug 2, 2013 Page 2 of 6

3 1 Purpose of this Document Schedule & Dispatch in the OA Service Management module allows technicians to collect labor information/reimbursable (Labor Worked in Visit Details of the Service Order). Once this information is reviewed and approved in Service Management, you can use the new OA PR Transfer SE Visit Details function in Payroll to transfer the SE Visit Details to timecards in Payroll. This document gives you details about the Transfer SE Visit Details function. Construction Industry Solutions, Aug 2, 2013 Page 3 of 6

4 2 Screen and Processing Changes 2.1 Transfer SE Visit Details Menu Item A new function labeled Transfer SE Visit Details has been added to the Payroll > Frequency > Input menu, as shown in Figure 1. This function creates timecards from SE Visit Details and also generates the report that details the records created. Figure 1: Payroll Menu Construction Industry Solutions, Aug 2, 2013 Page 4 of 6

5 2.2 Transfer SE Visit Details Screen The Transfer SE Visit Details screen is shown in Figure 2. Figure 2: Transfer SE Visit Details screen Field Definitions Period The unposted regular or adjusting period (default) or future period to which the visit details will be transferred. Period Type Year The frequency type (such as REGULAR, ADJUSTING, or FUTURE) that defaults in based on the period entered in the Period field. This field cannot be changed. The year for the period entered in the Period field. If the Period Type is FUTURE, no date appears in this field. This field cannot be changed. Through Date The date through which to transfer the visit details. Transfer Mode The transfer mode to perform. The mode choices are: Check - Validates all the data and then reports on whether the validation was successful. Transfer - Transfers all the data into the database. If any errors are encountered during the transfer process, the process continues to run and the report details the records in error, along with a brief description of the problem. Construction Industry Solutions, Aug 2, 2013 Page 5 of 6

6 Show Errors Only Whether to show errors only on the generated report. 2.3 Transfer SE Visit Details Process The following processing occurs when you run the Transfer SE Visit Details function: Transferred Timecards are added to Payroll for a Payroll Check with a Check Type of Computer for the current Employee, Employee Pay Method, and Company. Also included are the selected Period, Year, and Check (equals 1 ). If a Payroll Check does not exist, it is created. If a PR Timecard is transferred from SE Visit Details, only the Service Order Line or Visit Labor Worked record is the source for the timecard. Only non-transferred Visit Details with an empty Time Card Reference field are transferred. Each of the Visit Labor Worked records for the Visit creates a separate timecard (with no Reimbursable, just Reg/OT/DT Hours). Each of the Service Order Line records for the Visit with a non-zero Reimbursable amount creates a separate timecard (with no Reg/OT/DT Hours, just Reimbursable). This is only done for Materials (with Billing Type = "M") and Miscellaneous (with Billing Type = "U"). 2.4 Transfer SE Visit Details Report The Transfer SE Visit Details function produces a report for all selected employees, as well as all Visits and Visit Details for any technician that exists. A sample layout of the report is shown in Figure 3. Figure 3: Transfer SE Visit Details report Construction Industry Solutions, Aug 2, 2013 Page 6 of 6