Common Fields Used in This Chapter

Act. Payable Rate (actual payable rate)

Enter the actual payable rate associated with a transaction.

Bill Y/N (bill yes/no)

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 the Service Billing system.

Capacity UOM (capacity unit of measure)

Enter a unit of measure that you use to express the capacity of a production line. Examples of units of measure include hours, number of stampings, coats of paint, and so on.

This item is used for repetitive processing only.

Competency Code

Enter a code that specifies a competency within a competency type. For example, a competency for the competency type Skill might be programming in the C computer language or driving a forklift.

Competency Level From

This value set the lowest value to be included in the rule criteria range for a competency level range selection.

Competency Level To

This value set the highest value to be included in the rule criteria range for a competency level range selection.

Competency Type

Enter a code that identifies a competency table or category for which you can track employee competencies. Values are:

01: Training

02: Skill

03: Accomplishment

04: Certification

05: Degree

06: Language

Values are stored in UDC 05/CY (Competency Type), but are hard-coded and cannot be changed. Therefore, each of the competencies that you track must pertain to one of these competency types. Adding additional values to this list requires system customization.

Cost Type

Enter a 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 extra add-ons. 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.

Coverage Group

Enter a user-defined code that specifies the coverage group. The coverage group consists of unlimited cost codes and the percentage covered for each cost code.

Entitlement Check

Enter a value from UDC 17/ER (Entitlement Check) that indicates the results of an entitlement check.

Values are:

0: Not entitled.

1: Transaction entitled.

2: Contract found, but no existing service type.

3: Contract found, but no day and date assigned.

4: Covered under default warranty.

Est. Billable Rate (estimated billable rate)

Enter the estimated billable rate associated with a service.

Est. Payable Rate (estimated payable rate)

The estimated payable rate associated with a transaction.

Estimated Payment Amount

The estimated payment amount used in service billing.

Flat Rate

Enter a code used to determine whether a particular type of service is priced based on a flat rate or based on actual time and materials. Values are:

F: Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T: Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Blank: A blank value is only valid when defining the method of pricing for a service provider. It is used to indicate that the service provider is an internal service provider and is not paid for the service.

If you use flat rate as the pricing method, you must associate one labor step with the work order.

Match Rule

Indicates whether the resource must satisfy the requirements that define the rule criteria. Values are:

1: The resource must meet the rule criteria.

0: The rule criteria are optional.

Message No (message number)

Enter a generic rates and message code (48/SN) that is assigned to a standard note, message, or general narrative explanation. You can use this code to add instructional information to a work order. You set up codes for this field on the Generic Message/Rate Types table (F00191).

Op St (operational step)

Enter a value from UDC 31/OS (Operation Status) that identifies the current status of a work order or engineering change order as the operation steps in the routing are completed.

Oper Seq# (operational sequence number)

Enter a number used to indicate an order of succession.

In routing instructions, a number that sequences the fabrication or assembly steps in the manufacture of an item. You can track costs and charge time by operation.

In bills of material, a number that designates the routing step in the fabrication or assembly process that requires a specified component part. You define the operation sequence after you create the routing instructions for the item. The Shop Floor Management system uses this number in the backflush/preflush by operation process.

In engineering change orders, a number that sequences the assembly steps for the engineering change.

For repetitive manufacturing, a number that identifies the sequence in which an item is scheduled to be produced.

Skip To fields enable you to enter an operation sequence that you want to begin the display of information.

You can use decimals to add steps between existing steps. For example, use 12.5 to add a step between steps 12 and 13.

Pay Price Method

Enter a code used to determine if a particular type of service is priced based on a flat rate or based on actual time and materials.

Values are:

F: Flat rate. Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T: Time and materials. Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Blank: None. A blank value is only valid when defining the Method of Pricing for a service provider. It is used to indicate that the service provider is an internal service provider and should not be paid.

Payable Adj Schedule (payable adjustment schedule)

Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule. A price and adjustment schedule contains 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 sales order, the system copies the schedule attached to the sold to address into the order header. You can override this schedule at the detail line level.

Payable Y/N (payable yes/no)

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

Y: Should be paid.

N: Should not be paid.

Percent of Overlap

Enter a number that indicates the percentage that successive operations can overlap.

The actual overlap percentage entered for the operation sequence is the percent by which that operation overlaps the prior operation. For example, if you enter 80 percent, this indicates that work can begin on the overlapped operation when 20 percent of the prior operation is completed.

Note: Overlapping has no effect on move and queue calculations. The percentage entered must be less than or equal to 100 percent.

Enter percentages as whole numbers; for example, enter five percent as 5.00.

Percentage Covered

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

Piecework Rate

The rate to be paid for the type of component (piece) being produced.

Run Machine

Enter the standard machine hours that you expect to incur in the normal production of this item.

Setup Crew

Enter the number of people who work in the specified work center or routing operation.

The system multiplies the Run Labor value in the Routing Master table (F3003) by crew size during costing to generate total labor amounts.

If the Prime Load Code is L or B, the system uses the total labor hours for back scheduling. If the Prime Load Code is C or M, the system uses the total machine hours for back scheduling without modification by crew size.

Subsidiary

Enter a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

Note: If you are using a flexible chart of accounts and the object account is set to six digits, you must use all six digits. For example, entering 000456 is not the same as entering 456 because, if you enter 456, the system enters three blank spaces to fill a six-digit object.

Time and Materials

Enter a code used to determine if this type of service should be priced based on a flat rate or based on actual time and materials. Values are:

F: Charges for labor are based on one flat rate. Charges for parts are already included in the flat rate.

T: Charges for labor are based on actual labor hours. Charges for parts are based on actual parts used.

Blank: A blank value is only valid when defining the method of pricing for a service provider. It is used to indicate that the service provider is an internal service provider and is not paid.

If you use time and materials to price, both parts and labor are priced.

The values for the Flat Rate and Time and Materials fields come from the service contract's service package, based on the type of service on the work order.

The system retrieves tax rate and area information based on the service address number. Tax rate and area information is based on where the work is completed, not on the location of the customer.