Creating New Labor Charge Field Values
Notes:
These instructions do not apply to the Job and TimeZone charge fields.
For these special labor charge fields, see Creating
New Time Zone Values and Creating
New Job Values.
The procedure below describes how to create a new labor
charge field value using the Add New button. You can also create new labor
charge field values by copying an existing
value and then editing and saving the copy with a new ID. Copying
is particularly useful if you want to create a new value with similar
settings to an existing value.
To create a new labor charge field value for use with a particular labor charge field:
Click the Setup tab.
Under the Setup
tab, click Department.
A Department Values
page
opens and displays the
specific department codes that have been created.
Click the Add
New button on the right side of the Department Values
page.
A blank Department
page
opens.
In the first field of the Department page, enter the ID for the value you are creating. This field is required.
Tips:
The label for the first field will have the same name as the labor
charge field. For example, on the Wage Rate Program page, the first
field is called Wage Rate Program. Enter the Wage Rate Program ID
in this field.
The ID is a code consisting of up to 25 letters and/or numbers that
a user will enter into the labor charge field on the Time Sheet, Timecard
Manager, scheduling pages, etc. It is helpful to make the ID short
and easy to remember.
Tip: Fields marked with a red arrow () are
required.
In the Description section, enter a brief description of the value in each language supported by your company. This field is required. Both the ID and the description are displayed in labor charge value lookup windows.
In the Start Date field, click the button and select the date on which you want the value to become available for use.
In the End Date field, click the button and select the last date on which you want the value to be available for use.
Tip: Entering a start date and end date is not required. Values without start and end dates defined are always available if the Active check box is selected. If a start date is defined for a value but no end date is specified, the value will be available indefinitely after the start date has passed, as long as the Active box is checked. If an end date is defined but no start date is given, the value will be available until the end date has passed, as long as the Active box is checked.
If you do not want the new value you are creating to be immediately available for use, click the Active check box to remove the check mark.
Notes:
The Active check box allows you to make a labor charge field value
unavailable without deleting it permanently. When you use the Add
New button to create a new labor charge value, the Active box is checked
by default.
If the Active check box is selected and no start and end dates are
defined, the value is always available. If the Active check box is
selected and start and end dates are defined, the value is only available
during the specified date range.
Click Submit to save the new labor charge field value.