Charging Time to a Case

Access the Case Time Entry form.

Service Provider Number

Enter the service provider's address book number. If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number in this field.

Cost Type

Enter the code that designates each element of cost for an item. Examples of the cost object types are:

A1: Purchased raw material.

B1: Direct labor routing roll-up.

B2: Setup labor routing roll-up.

C1: Variable burden routing roll-up.

C2: Fixed burden routing roll-up.

Dx: Outside operation routing roll-up.

Xx: Extra add-ons, such as electricity and water.

The optional add-on computations usually operate with the type Xx. This cost structure enables you to use an unlimited number of cost components to calculate alternative cost roll-ups. The system then associates these cost components with one of six user defined summary cost buckets.

Actual Hours

Enter the number of hours associated with each transaction.

Labor Unit of Measure

Enter a value from UDC 00/UM to identify the unit of measurement for an amount or quantity. For example, it can represent a barrel, box, cubic meter, liter, hour, and so on.

Costing Rate

Enter the employee's hourly rate, which is retrieved during time entry. If you enter a rate in this field on any other form, that rate can override the value in the F060116 table.

In the F060116 table, this number is the employee's base hourly rate.

In the F069126 table, this number is the straight time rate.

Note: If you change the number of the data display decimal digits for this field, you must also change the Rate - Base Hourly and Rate - Hourly fields so that they have the same number of data display decimal digits.

Scheduled Start Date

Enter the start date for the work order. You can enter this date manually or have the system calculate it using a backscheduling routine. The routine starts with the required date and offsets the total leadtime to calculate the appropriate start date.

Start Time

Enter the amount of time that has elapsed between the date and time that you entered the case and the date and time that you assign the case.

End Date

Enter the date that the work order or engineering change order is completed or canceled.

End Time

Enter the amount of time that has elapsed between the date and time that you enter the case and the date and time that you assign the case.

Account Number

Enter the value that identifies an account in the general ledger. Use one of these formats to enter account numbers:

Standard account number (business unit.object.subsidiary or flex format).

Third general ledger number (maximum of 25 digits).

Account ID number; the number is eight digits long.

Speed code, which is a two-character code that you concatenate to the AAI item; you can then enter the code instead of an account number.

The first character of the account number indicates its format. You define the account format in the General Accounting constants.

The system retrieves the account number based on the account number that was set up for a service provider or consultant in the SWM (Service and Warranty Management) address book information.

PDBA Code (pay, deduction, benefit, or accrual code)

Enter the code that defines the type of pay, deduction, benefit, or accrual.

Pay types are numbered from 1 to 999. Deductions and benefits are numbered from 1000 to 9999.

Percentage Covered

Enter the percentage covered under warranty or contract. This value is used to calculate the amount to bill or the amount to cost for the line item that is processed on the service order or case.

Billable

Enter a value that specifies whether a general ledger account should be billed. Values are:

Y: Yes, the account should be billed.

N: No, it should not be billed.

1: It is eligible only for invoicing.

2: It is eligible only for revenue recognition.

4: It is eligible only for cost.

Note: Codes 1, 2, and 4 relate only to Oracle's JD Edwards EnterpriseOne Service Billing system.

P.O. Number

Enter an alphanumeric value used as a cross-reference or secondary reference number. Typically, this is the customer number, supplier number, or job number.

Adjustment Schedule

Enter a value from UDC 40/AS to identify a price and adjustment schedule. A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions. When you enter a case, the system copies the schedule that is attached to the sold-to address into the order. You can override this schedule at the header level.

Price Effective Date

Enter the price effective date. The system uses this field to determine the base price and all advanced price adjustments. The value loaded in this date is stored in the F4009 table.

Billable Hours

Enter the number of hours billed.

Minimum Billable Hours

Enter the minimum number of hours to charge the customer. If the billable number of hours is less than the minimum number of hours, then the system charges the customer for the minimum number of hours instead of the billable number of hours.

Billing Rate

Enter the billing rate that the system uses when calculating the billable amount.

The billing rate is expressed in the currency that is set up for the company that initiates the transaction.

Minimum Billable Amount

Enter the minimum monetary amount to charge the customer. If the billable amount is less than the minimum amount, the system charges the customer for the minimum amount instead of the billable amount. This monetary amount is expressed in the currency of the company.

Discount Method

Specify the discount method. On the Item Price Category Revisions form, a $ indicates that the numeric type is an added amount, a % indicates that the factor is a multiplier.

Discount Percent

Enter the takeoff pricing file discount percentage

Discount Amount

Enter the amount of the discount available, as opposed to the amount of the discount actually taken. The discount calculated is based on the invoice amount rather than the revenue amount.

Taxable

Enter the code that indicates whether the item is subject to sales tax when you sell it. The system calculates tax on the item only if the customer is also taxable.

Tax Explanation Code

Enter a value from UDC 00/EX that controls the algorithm that the system uses to calculate tax and general ledger distribution amounts. The system uses the tax explanation code in conjunction with the tax rate area and tax rules to determine how the tax is calculated. Each transaction pay item can be defined with a different tax explanation code.

Tax Rate/Area

Enter the code that identifies a tax or geographic area that has common tax rates and tax authorities. The system validates the code that you enter against the F4008 table. The system uses the tax rate area in conjunction with the tax explanation code and tax rules to calculate tax and general ledger distribution amounts when you create an invoice or voucher.

Bill To Number and Send Invoice To Number

Enter the user-defined name or number that identifies the bill to address book number, or enter the send invoice address book number. If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number in this field.

For example, if address book number 4100 (total solutions) has a long address of TOTAL, and an asterisk (*) distinguishes it from other entries (as defined in the Address Book constants), you might type *TOTAL in the field, and the system returns 4100.

Note: You can use the Send Invoice To Number to locate and enter information about the address book record.