Changing a Details Record window F

Select asset group that is being worked on - if asset is a:

- Road-Street-Segment and is not in your Road/Steet Table -> select first Rd/St button

- Road-Street-Segment is is in your Road/Street Table -> select second Rd/St button

- Bridge -> select the Br button

- Culvert -> select the Cu button

- Sign -> select the Si button

- Other Asset -> select the OA button

Select Project you want to charge this work record to

Select the employee doing the work

Select Township or District where work is being done

When an employee is selected from the Labor Lookup the regular and overtime hours previously worked in the current work week is displayed.   This provides instant feedback on how many hours this particular employee has worked and how many hours are left in work week.

Default Fiscal Year for this record

Select what piece of equipment is being used by this employee on this job - if none, then leave blank.

Select surface type (if desired)

Memo entry for longer notes about this particular work record.

Phase of work for this record (if used);i.e., pre-engineering, base, etc.   Also used in conjunction with ReCurring Work Orders to record what work order to charge cost record against.

You can set up your own phase of work designators and charge records accordingly; i.e., pre-engineering work versus new construction versus . . . . ..

If Material is selected and it is in your inventory a check mark her removes material from perpetual inventory.   Unchecked means this record does not remove material from your inventory.

Date work is performed on

Record number of this entry

Material lookup

If you would like to keep track of the cost of each layer of road surface in current construction then designate it with this table.

Task (type of work) this record represents; i.e, operating a grader, cleaning ditches, spraying weeds, etc.   - this is another table you fill out to make system reflect you requirements.

If employee has more than one active pay rate (depending on the type of work being performed) the system will store multiple pay rates for that employee.   Once stored you only need to select it when that employee is doing work that is compensated under a different pay rate.   Example: in the current work year an employee may operate a grader, operate a welder, operate a pick and shovel - if he/she is compensated at different rates by the type of work performed then you may want to set up this table selector.

System assigned project ID number - maintained by system

Labor General Ledger account number - default is set in the employees home record and you can override it at entry if desired.

Regular hours worked

Overtime hours worked on this record

Overtime Rate paid

Total Labor cost on this record

Default labor rate for this employee

Save edits and updates on this record

Check this box if you want to record overtime hours worked but DO NOT want to record Overtime costs for this record

Point mouse at Other box, right-click and select they type of comp time, vacation time, etc. this record represents.

This field is used in conjunction with the TASK and its measurement attribute.   If the task is, for instance, mowing and the task measurement is by acres then the Units of Work would record, for instance, 32, if the record costs represent 32 acres of mowing.

The Task setup (as well as most all set ups) are located from the ToolBar -> Menus -> Functional Menu -> Setup Tab.

If a piece of equipment is configured in different ways, for example, in winter our dump trucks are outfitted with snow plows and cinder spreaders.   The rate charged when this dump truck is working should be more than when not configured in this manner.   The multiple equipment rates table is filled in from the Equipment home record and selected from this button at data entry time - or you can set the default rate to the new rate.

Hours or miles this equipment was used on this record.   The default mile or hour meter is set on the home equipment record.

Check if this is a Weed Control cost record and assign it to the appropriate weed control project.

Check if this is a record you do want to associate with the selected project but DO NOT want it to show costs on that project.

Material General Ledger account number - default is set in the Inventory Item's home record and you can override it at entry if desired.

Built in converter to for instance calculate what portion, 12 quarts of oil is, of a 55 gallon barrel of oil.   You may inventory oil, for instance, by the barrel, but when used in the shop it normally is measured in quarts or gallons.   Configure converter to any attributes.

Check this box if the record you're entering is a charge to a particular piece of equipment versus when the equipment is running on a job.   If, for instance, Jim is refueling a piece of equipment then this box should be checked - two yellow boxes appear to the left.   Enter the work date and meter reading in those boxes to record when it was fueled and the gallons of fuel in the Inv# field.

Automatic record audit function.   This record may update over 20 tables with bits of data that drive the overall system so audit function is automatic.

Enter units of material for this record.   The cost per unit will load automatically if is is entered in the Inventory record.

This is the inventory (physical) location for the material applied.

If this record represents one of your trucks, for instance, hauling rock from a 3rd party quarry to a road location the driver will get a Quarry Ticket and the number should be entered in this field if you want to utilize the automatic Quarry Ticket reconciliation module.

If you record material on two basis, for instance, material by the yard and by the ton this is the alternate tracking field.   The primary tracking field is normally determined on the purchases quantity measure; i.e., if you purchase rock by the ton then is normally is inventoried by the ton and relieved from inventory by the ton - -   therefore, the alternate field (if you use it) is by the yard measurement.

This is the total labor, equipment and material costs for this record.

Check this box if this record entry closes out a Master Plan on an individual Road, Street or Segment in the Road/Street table.

The Inc switch (just above the R/S switch but not in this picture), when checked, means this record does not complete the TASK and/or the WORK ORDER which this record is being entered on.

This is the state maintenance code that relates to the local TASK code.   It's setup is from the main ToolBar -> Menus -> Other Menus -> Functional Menu -> Setup button

This converter uses the alternate units (if used) for its conversion basis.