Mapping activities

A summary of the activity

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

Or

Or

The “Map Activities” page appears.

Note: Select the “Map” radio button if you wish to map a new activity.

Map

Select this radio button to map a new activity to a booking type / booking code or both.

By default this radio button remains selected.

Modify

Select this radio button to modify the mapping of an existing activity.

Note: The “Select Mapping Basis” group box is enabled only if you click the “Map” radio button from the “Select Action” group box”:

Mapping Basis

Use the drop-down list box to select the basis on which you wish to map the activity. Mandatory.

  •  Activity to Booking Type

  •  Activity to Booking Code

  • Booking Type / Code to Activity

  •  All

By default the system leaves this field blank.

Booking Type

Use the drop-down list box to select the booking type to which the activity you wish to map belongs. Mandatory.

If “Activity to Booking Type” is selected in the “Mapping Basis” drop-down list box, the system lists all the booking types that are in “Fresh” and “Active” status as defined in the “Manage Time Booking Types” activity of the current business component.

If “Activity to Booking Code” is selected in the “Mapping Basis” drop-down list box, the system leaves this field blank by default.

Booking Code

Use the drop-down list box to select the booking code to which the activity you wish to map belongs. Mandatory.

By default the system leaves this field blank.

Help facility available.

Activity Code

The code identifying the activity which you wish to map. Mandatory.

Help facility available

Note: Ensure that the booking type - booking code specified is a valid combination as specified in the “Manage Booking Codes” activity of the current business component.

Note: The Search Criteria group box is enabled only when the “Modify” radio button is checked in the “Select Action” group box.

Booking Type

Use the drop-down list box to select the booking type of the activity for which you wish to retrieve details in the multiline. The system lists all the booking types that are in “Fresh” and “Active” status as defined in the “Manage Time Booking Types” activity of the current business component.

Booking Code

The booking code of the activity for which you wish to retrieve details in the multiline.

Help facility available.

Activity Code

The code identifying the activity which you wish to map.

Help facility available.

Mapping Status

The status of the booking types - booking codes mapping the details of which you wish to retrieve. You can select from the options:

  •  Active

  •  All

The system displays “Active” in this field.

Addl. Search

Use the drop-down list box to select the basis on which you wish to perform the search. The system lists the following options:

  • Accounting Usage

  • Cost Center

  • CC Desc.

  • Billable?

By default the system leaves this field blank.

 

In the editable box alongside,  enter the value corresponding to the item selected in the “Addl. Search” drop-down list box. The system retrieves all the activities that have values similar to the value entered in this field.

Booking Type

Use the drop-down list box to select the booking type for which you wish to map activity. Mandatory. The system lists all the booking types that are in “Fresh” and “Active” status as defined in the “Manage Time Booking Types” activity of the current business component.

Ensure that the value selected in this field is in “Active” status as defined in the “Manage Booking Types” activity of the current business component.

By default the system leaves this field blank.

The system displays the following field in the “Activity Details” multiline:

Type Desc.

A textual description of the booking type.

Booking Code

Use the drop-down list box to select the booking code to which you wish to map the activity. Mandatory.

Ensure that the code entered in this field is a valid booking code as defined in the “Manage Booking Codes” activity of the current business component.

Help facility available.

The system displays the following field in the “Activity Details” multiline:

Code Desc.

A textual description of the booking code.

Activity Code

The code identifying the activity which you wish to map. Mandatory.

Ensure that the code entered in this field is a valid activity code as defined in the “Manage Activity” activity of the current business component.

Help facility available.

The system displays the following field in the “Activity Details” multiline:

Activity Desc.

A textual description of the activity code.

Note: Ensure that the Booking Type, Booking Code and Activity Code is a unique combination.

Est. Hours

Indicates the hours within which the activity is expected to be completed.

Ensure that the value entered in this field is not “0”.

Est. Elapse Time

Indicates the time that has exceeded or fallen short of the estimated time taken to complete an activity that is mapped to a specific Booking Type, Booking Code or a combination of both.

Ensure that the value entered in this field is not “0”.

Accounting Usage

Use the drop-down list box to select the accounting usage. The system lists all the usage id’s that are in active status as defined in the “Create Additional Account Definition” activity of the “Account Rule Definition” business component. More..

By default the system leaves this field blank.

Cost Center

The code identifying the associated cost center.

Data entry in this field is mandatory if for the booking type specified the process parameter “Account Posting Required?” is set as “Yes” in the “Set Process Parameters” activity of the current business component.

Ensure that the value entered in this field is a valid and “Active” cost center as defined in the “Cost Center” business component.

Help facility available.

Analysis Code

The code identifying the activity or task.

Data entry in this field is mandatory if a sub analysis code is specified.

Ensure that the value entered in this field is a valid analysis code that is in “Active” status.

Sub Analysis Code

The sub analysis code that is associated with the Analysis Code.

Data entry in this field is mandatory if an Analysis code is specified.

Ensure that the value entered in this field is a valid sub analysis code that is in “Active” status.

Note: Ensure that the mapping exists between the specified Analysis codes and Sub- Analysis codes.

The system displays the following field in the “Activity Details” multiline:

CC Desc.

 A textual description of the cost center.

Billable?

Use the drop-down list box to specify if the activity is billable. You can select from the options “Yes” or “No”.

The system displays “Yes” by default.

Mapping Status

Use the drop-down list box to specify the status of the activity mapping to the booking types - booking codes. The system lists the following options:

  • Active

  • Inactive

The system displays “Active” by default.

The system displays the following field in the “Activity Details” multiline:

Created by

The name of the user who created the record.

Created Date

The date on which the record is created.

Last Modified by

The name of the user who modified the record.

Last Modified Date

The date on which the record is modified last.

Note: Ensure that at least one record is selected in the multiline.

The system performs the following:

Note: You can change the status of an activity code from “active” to “inactive”.

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