Oracle Labor Distribution provides various management and operational reports that can be used for inquiry and analysis.
The reports defined in this section are as follows:
The option to print a hard copy of the report in its entirety is included with each report parameter window.
The Employees Using Default Labor Schedules report provides a listing of employees and assignments for which the organization level default labor schedule is to be used. The report is based on selected organizations, elements, and a time period.
The Employee Labor Schedule Report provides a listing of employee labor schedules for a particular period of time and for selected organizations. The report identifies labor schedules that need correction before payroll is imported into Labor Distribution. Labor schedules with totals greater than 100% should be corrected to avoid payroll transactions going to a suspense account.
Users have the option of running the regular report for all of the selected organizations or the exception report for selected organizations. The exception report provides details for the selected organizations that have schedules equalling less or greater than 100%.
The Organization Default Labor Schedule Report provides a listing of organization labor schedules for a particular period of time. The report also identifies the labor schedules that require correction before payroll is imported into Labor Distribution. Each labor schedule should equal 100% for each day. If the total is less than 100%, the remainder goes to a suspense account. Labor schedule with totals greater than 100% should be corrected.
The report can be run in either Regular or Exception mode. In Regular mode, the report provides schedule details and a schedule summary. In Exception mode, the report provides organization schedules with a Default Labor Schedule less than 100% and organization schedules with a Labor Schedule greater than 100%.
The Default Account report provides a listing of employees, assignments, and elements for which a default account of a particular organization is charged. This report is based on selected organizations and a time period.
The Suspense Account report provides a listing of employees, assignments, and elements for which a suspense account for a particular organization is charged. This report is based on selected organizations and a time period.
The Distribution Adjustment History by Employee report provides a detailed view of the actual employee salary distributed for a given assignment period and element. This report displays only element labor schedules by employee. All input fields are required.
The Distribution History by Project report provides the labor distribution history by Oracle Grants Accounting charging instruction by project. This report is based on selected Grants Accounting projects and a Grants Accounting period.
The Distribution History by Award report provides the labor distribution history by Grants Accounting charging instruction by award.
Note: If Grants Accounting is not installed, a warning message appears when the user attempts to navigate to this window.
The Distribution History by Organization report provides the labor distribution history by charging instruction by organization.
To run the Employees Using Default Labor Schedules report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Distribution Default Account Report process.
In the Parameters window that appears, select the parameter set to run the report in the Organization Set field.
For more information on parameter sets, see Creating a Parameter Set.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
Note: If no organization level default labor schedules are found for the provided organization, element, and time period, an error message is displayed and the report is not submitted.
| Field Name | Type | Features | Description |
|---|---|---|---|
| Save all Output files | required | check box | If selected, the report is saved to a file and printed; if deselected, only a hard copy can be printed, and the report is not saved.
Note: If the system profile value Concurrent: Save Output is set to Yes, the default value is the selected check box. |
| Notify the Following People | disabled | ||
| Print the Output to: Region | |||
| Style | required | list of values | printing style |
| Printer | required | list of values | printer
Note: Note: The default value for the printer is set up using the system profile value Printer in Oracle Applications System Administration. |
| Copies | required | number of copies to be printed
Note: The default value for the number of copies is set using the system profile value Concurrent: Report Copies in System Administration. |
|
| Cancel | button | closes window without saving | |
| OK | button | saves the printing options and returns to the report parameters window |
To run the Employee Labor Schedule report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Employee Labor Schedule Report process.
In the Parameters window that appears, select the parameter set to run the report in the Organization Set field.
For more information about parameter sets, see Creating a Parameter Set.
If you want to run a regular report, select R from the Report Type field. If you want to run an exception report, select E.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
| Region | Description |
|---|---|
| Header Section | report type, labor schedule period, date and time report run, and page number |
| Organization Name | organization name |
| Employee Name | employee name |
| Assgn. Number | assignment number |
| Hierarchy | schedule level |
| Charging Instructions | account charged |
| Start | beginning of labor schedule |
| End | end of labor schedule |
| Percent | percent charged to the account |
To obtain schedule details and schedule summary information by organization, perform the following steps:
In Labor Distribution, navigate to the Organization Default Labor Schedule Report window as follows:
Scheduling Reports - Org Default Labor Schedule Report
In the Period From field, select the start date for the report from the list of values.
In the To field, select the end date for the report from the list of values.
Note: The value in the To field must be greater than the value in the Period From field.
Click Show Organizations.
To include all organizations in the report, click >> (A).
To include a single selected organization in the report, select an organization and click > (B).
To deselect all organizations, click << (D).
To deselect a single selected organization, select an organization and click < (C).
To print a hard copy of the report in its entirety, click Printing Options.
The Printing Options window appears.
Enter data in the Printing Options window as described in Table 1.
Click OK.
To run a regular report, click Run Report.
To run an exception report, click Exception Report.
The Requests window appears.
To view the report output, select the appropriate Request ID and click View Output.
Close the window.
To run the Distribution Default Account report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Distribution Default Account Report process.
In the Parameters window that appears, select the parameter set to run the report in the Organization Set field.
For more information on parameter sets, see Creating a Parameter Set.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
To run the Distribution Suspense Account report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Distribution Suspense Account Report process.
In the Parameters window that appears, select the parameter set to run the report in the Organization Set field.
For more information about parameter sets, see Creating a Parameter Set.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
To print the Distribution Adjustment History by Employee report, perform the following steps.
In Labor Distribution, navigate to the Distribution Adjustment History by Employee window as follows:
Distribution Adjustments - Distribution Adj History by Emp.
In the Employee Name field, select the employee and assignment from the list of values.
In the Begin Date field, select the start date of the report from the list of values.
In the End Date field, select the end date of the report from the list of values.
To print a hard copy of the report in its entirety, click Printing Options.
The Printing Options window appears.
Enter data in the Printing Options window as described in Table 1.
Click OK.
Click Run Report.
The Requests window appears.
To view the report file, select the appropriate Request ID and click View Output.
Close the window.
To run the Distribution History by Project report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Distribution History by Project Report process.
In the Parameters window that appears, select the parameter set to run the report in the Project Set field.
For more information about parameter sets, see Creating a Parameter Set.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
To run the Distribution History by Award report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Distribution History by Award Report process.
In the Parameters window that appears, select the parameter set to run the report in the Award Set field.
For more information about parameter sets, see Creating a Parameter Set.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
To run the Distribution History by Organization report:
Navigate to the Submit Request window.
In the Name field, select the PSP: Distribution History by Organization Report process.
In the Parameters window that appears, select the parameter set to run the report in the Project Set field.
For more information about parameter sets, see Creating a Parameter Set.
Specify the start and end dates during which you want to generate the report in the Start Date field and the End Date field.
Click Submit to run the report.
You can create a parameter set to run reports that you frequently use. You can use parameter sets in scheduling, distribution, and encumbrance reports. For example, if you frequently run the Encumbrance History by Award report where you must select one or more parameters, then you can create a parameter set to store the parameters. You can reuse that parameter set whenever you want to run the report again.
You can create parameter sets for the following:
Payrolls
Projects
Awards
Organizations
You can use parameter sets for the following reports:
PSP: Distribution Default Account Report
PSP: Distribution History by Award Report
PSP: Distribution History by Organization Report
PSP: Distribution History by Project Report
PSP: Distribution Suspense Account Report
PSP: Employee Labor Schedule Report
PSP: Employees Using Default Labor Schedules Report
PSP: Encumbrance History by Award Report
PSP: Encumbrance History by Organization Report
PSP: Encumbrance Suspense Charge Report
To create a parameter set
On the Setup menu, click Parameter Set.
On the Parameter Set page, click Add Parameter Set.
Enter the effective date of the parameter set in the Effective Date field.
Enter the name of the parameter set in the Set Name field.
Optionally, specify additional information about the parameter set in the Description field.
Select the type of parameter you want to include in the parameter set from the Parameter list.
Click Add Rows from the LOV to add values to the parameter set. For example, if you select Award as the parameter type, then you can select the awards from this LOV.
Click Submit.
Note: If you want to modify the parameter set, select the parameter set, and click the Update icon in the table.