Time Sheet Transactions
This routine allows the user to define the work and time realized for customers, that later will be charged using the invoicing calculation.
This routine allows to Add, Change and Delete time sheet transactions.
Procedures
The fields Group, Customer, Store and Case should respect the following rule:
| • | When choosing/changing the group allows only customer usage (and cases if the numbering of the case is sequential) linked to that group. |
| • | When completing customer/store update the chosen customer Group and allow usage of customer/store cases |
| • | When changing the customer validate store and vice-versa. Always use the Group according to the selected customer. |
The activity code field can only be enabled if the Case is completed, and when completing it, the field Description should be completed with the standard recorded text on Type of Activity / Activity languages, corresponding to the language of the case.
The standard check of activities shows active activities, except not collective activities registered on the contract of the selected case.
The fields activity time (TU Filled / TU Revised, Time Filled / Time Revised e HH:MM Filled / HH:MM Rev) are enabled according to the parameter MV_JURTS2, as follows:
| • | MV_JURTS2 = 1: Enable the fields TU Filled and TU Revised and disable the others |
| • | MV_JURTS2 = 2: Enable the fields Time Filled and Time Rev and disable the others |
| • | MV_JURTS2 = 3: Enable the fields HH:MM Filled and HH:MM Rev and disable the others |
When completing some of the fields of time filled, the other disabled time fields will show the converted value in corresponding format.
The routine of inclusion, change or deletion from Time-Sheet should consider the following conditions to be realized:
Only allows that the user logged to the system add / change / delete Time-Sheet on the current period.
| • | Closed case |
It is only possible to add / change or delete Tim-Sheets whose case allows typing of Time-Sheets (NVE_LANTS = 1).
If the status of the case is ongoing (NVE_SITUAC = 1) the case can be configured, if not, it is only possible to add, change or delete it if current date is lower or equal to closing date added the number of working days for typing Time-Sheets on closed cases
| • | Future Time-Sheet |
If Time-Sheet date is greater than current date, it will only be possible to record if the Time-Sheet customer / store is equal to defined on parameters MV_JURTS5 (Customer) and MV_JURTS6 (Store) and if type of transaction activity allows future date inclusion (NRC_FUTURO = 1 – Yes)