Time Sheet - Transactions
This routine allows the addition of transactions posted by participants and the maintenance of time annotations, whether chargeable or not to the client.
To enter the Time Sheet you must register the following: the case, the type of activity and the participant who performed the activity.
When parameter MV_JCAS01 is set to 1 it defines the numbering sequence of the Case by client. When set to 2, independently of clients.
Among the options of the routine you can select:
| • | Revised: Use it to mark revised Time Sheets. |
| • | Revalue: Use it to revalue the Time Sheet selected. It is normally used after changes to honoraria tables. |
| • | Split TS: Use it to divide the time from one entry to another Client, Case and/or Participant. |
| • | Batch operations: Allows you to transfer to WO, change or revalue all selected Time Sheets at once. |
The system does not allow the Addition or Edition of an inactive or dismissed participant in one entry, displaying a message to notify that it could not execute the operations.
Required Configurations
Enter in parameter MV_JRECTS from which month-year of Time Sheet (TS) entry the calculation is performed in the proforma invoice issue.
Enter 1=Yes in the content of parameter MV_JPARTSD if field Division Participant Time Sheet (TS) is enabled or 2-No disabled
The content of parameter MV_JURTS7 when set to .T. True displays the field to link the Time Sheet to the listed entry.
Enter .T. True in parameter MV_JURTS8 to display Time Sheets with revised time equal to zero in proforma invoice.
Enter the quantity of business days, in parameter MV_JLANC1, to allow entries after closing the Case.
Configure parameter MV_JURTS4 with .T. True to zero the time of non-billable activities.
Configure parameter MV_JTEMPO2 with the unit for entering.
Procedures
| 1. | Fill out fields entered and Revised. |
| 2. | Fill out fields Customer, Store and Case. |
| 3. | Fill out the type of activity and then field Description is filled out with the default text recorded in the Activity Type / Activity Languages register, corresponding to the language of the case. |
Configure the content of parameter MV_JURTS1 with the quantity of minutes representing 1 (one) TU (Time Unit) and define in parameter MV_JURTS3 whether the TUs can be fractioned. |
| 4. | The Activity Time fields (TU entered / TU Revised, F Time Ent / F Time Rev and HH:MM Ent / HH:MM Rev) are enabled according to parameter MV_JURTS2, as follows: |
| 5. | MV_JURTS2 = 1: Enables fields TU Entered and TU Revised and disables the others; |
| 6. | MV_JURTS2 = 2: Enables fields F Time Ent and F Time Rev and disables the others; |
| 7. | MV_JURTS2 = 3: Enables fields HH:MM Ent and HH:MM Rev and disables the others; |
| 8. | When filling out any of the fields of entered time, the other time fields that are disabled, display the converted value in the corresponding format. |
| 9. | You can only add/edit or delete Time Sheets when case allows typing of Time Sheets (NVE_LANTS = 1). |
| 10. | Case Closed - If the case status is Closed (NVE_SITUAC = 2), Time Sheets can only be added, edited or deleted if the entry date is before or equal to the case closing date, plus the number of business days for typing Time Sheets in closed cases. |
| 11. | Future Time Sheet - If the date of the Time Sheet is after the current date, it only allows recording if the client/store of Time Sheet is the same as defined in parameters MV_JURTS5 (Client) and MV_JURTS6 (Store) and if the entry activity type allows additions on future dates (NRC_FUTURO = 1 - Yes). |
To generate the E-billing file for clients who use this option, enter in the Time Sheet the activity, stage and task defined in the E-billing document related to the client. |
| 12. | In Time Sheet, select desired TS Code. |
Even if field Active is Yes, the system checks the status of the participant. If dismissed, the following message This record is block for use is displayed and edition is not allowed. And the message AEntry date is later than revised participant dismissal date. |
| 13. | The system displays a message regarding the Issue Note. |
| 14. | This information integrates the content list used in the synchronization. |
| 15. | Click OK to confirm it. |
See Also
| • | Expenses |
| • | Clients |
| • | Case |