Managing time booking codes

A summary of the activity

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

The “Manage Time Booking Codes” page appears.

Create Booking Codes

Select this radio button to create a booking code.

Modify Existing Booking Codes

Select this radio button to modify an already existing booking code.

Note: The “Search” group box is enabled only if you wish to modify the existing booking codes.

Booking Type

Use the drop-down list box to select the booking type for which you wish to retrieve details in the multiline. The system lists all the booking types for which the process parameter “Definition of time booking codes within Time Booking Types” is set as “Integrated System” or “T & A” in the “Set Process Parameters” screen of the current business component.

By default the system leaves this field blank.

Mapping Status

Use the drop-down list box to select the mapping of booking code and booking type for which you wish to retrieve details in the multiline.

    • Active - Select this option if you wish to retrieve details of booking codes that are in “Active” status only.

    • All - Select this option if you wish to retrieve details of booking codes that are “Fresh”, “Active”, “Inactive” and “Closed” status.

Addl. Search

Use the drop-down list box to select one of the following options based on which you wish to retrieve details of booking codes in the multiline. The system lists the following options:

    • Booking Code

    • Cost Center

    • Owner

By default the system leaves this field blank.

 

In the editable box alongside, enter the number corresponding to the additional search value selected. The system lists all the booking codes applicable to the value entered here.

Booking Type

Use the drop-down list box to select the booking type for which you wish to save booking code details. Mandatory. The system lists all the booking types as defined in the “Manage Time Booking Types” activity of the current business component, for which the process parameter “Definition of time booking codes within Time Booking Types” is set as “Integrated System” or “T & A” in the “Set Process Parameters” screen of the current business component.

By default the system leaves this field blank.

Note: You can modify only a booking type only if it is in “Fresh” status.

The system displays the following field in the “Booking Code Information” multiline:

Type Desc.

A textual description of the booking type.

Booking Code

The booking code associated with the booking type. Mandatory.

Time booking for Facility Object #

Time booking for Cost Center / Unit

 

For all Booking Types for which attribute is set as “Facility Category”, the system lists the booking codes from the interacting “Facility Management” business component.

 

 

For all Booking Types for which attribute is set as “CC Type”, the system lists the booking codes from the interacting “Cost Setup” business component

 

Note: Ensure that the booking type – booking code is a valid combination.

Code Desc.

A textual description of the booking code. Mandatory.

Note that in the case of Facility Code for time booking, the description in this field is of the part as in the Facility Master.

Time booking for Facility Object #

Time booking for Cost Center / Unit

A textual description of the part

A textual description of the Cost Center / Unit.

 

Cost Center

The cost center to which the booking code belongs. Data entry in this field is mandatory if the process parameter “Accounting Posting Required?” for the “Booking Type” 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 cost center in “Active” status as defined in the “Cost Center” business component.

Note that for Facility Code for time booking, the value in this field is the cost center associated with the Facility Object.

Help facility available

Time booking for Facility Object #

Time booking for Cost Center / Unit

Cost Center associated with the Facility Object #

Cost Center

 

The system displays the following field in the “Booking Code Information” multiline:

CC Desc.

A textual description of the cost center / unit.

Time booking for Facility Object #

Time booking for Cost Center / Unit

A textual description of the Cost Center

A textual description of the Cost Center / Unit.

 

Note: For all Booking Types for which attribute is set as “CC Type”, the system lists the booking codes from the interacting “Cost Setup” business component.

Pl. Start Date

The planned date for starting the booking type-booking code combination records.

The planned start date is as below :

Time booking for Facility Object #

Time booking for Cost Center / Unit

Date of creation of the Facility Object

Effective Date

 

Pl. End Date

The planned date for the booking type – booking code combination records.

Ensure that the date entered in this field is later than the “Pl. Start Date”.

The planned start date is as below :

Time booking for Facility Object #

Time booking for Cost Center / Unit

Blank

Expiry Date

 

Owner

Owner of the booking type-code combination.

Ensure that the value entered in this field is an active and valid entry as defined in the “HRMS” business component.

Help facility available

Time booking for Facility Object #

Time booking for Cost Center / Unit

Blank

The Responsibility as defined against the Cost Center / Unit.

 

The system displays the following field in the “Booking Code Information” multiline:

Map Activities

Indicates whether the code level mapping of the tasks to be performed has been done. The  system displays any of the following values:

  • Defined - Indicates that the parameters for the corresponding booking code is defined.

  • Not Defined - Indicates that the parameters for the corresponding booking code has not been defined.

By default the system leaves this field blank on creation of a booking code.

Status

Use the drop-down list box to select the status of the booking code. You can select from the following options:

  • Fresh

  •  Active

  • Inactive

  • Closed

The system displays “Fresh” by default.

Time booking for Facility Object #

Time booking for Cost Center / Unit

Active

Active

 

The system displays the following field in the “Booking Code Information” multiline:

Note: On selection of a value in the “Booking Type” drop-down list box, the system defaults the user identifier types as defined in the “Manage Time Booking Types” activity of the current business component.

User Identifier Type 1

The user defined key identifier.  Example: Customer #

User Identifier Value 1

The value corresponding to the key identifier defined. Example: 10054

The system displays the following field in the “Booking Code Information” multiline:

User Identifier Type 2

The user defined key identifier. Example: Location.

User Identifier Value 2

The value corresponding to the key identifier defined. Example: Aurora

The system displays the following field in the “Booking Code Information” multiline:

User Identifier Type 3

The user defined key identifier. Example: Work Center.

User Identifier Value 3

The value corresponding to the key identifier defined. Example: ATL-105.

The system displays the following field in the “Booking Code Information” multiline:

Created by

The name of the user who created the booking code.

Time booking for Facility Object #

Time booking for Cost Center / Unit

The name of the user who created the Facility Object code.

The name of the user who created the Cost Center.

 

Created Date

The date on which the booking code is created.

Time booking for Facility Object #

Time booking for Cost Center / Unit

The date on which the Facility Object was created.

The date on which the Cost Center / Unit was created.

 

Last Modified by

The name of the  user who modified the booking code last.

Time booking for Facility Object #

Time booking for Cost Center / Unit

The name of the user who modified the Facility Object code last.

The name of the user who modified the Cost Center / Unit last.

 

Last Modified Date

The date on which the booking code is modified last.

Time booking for Facility Object #

Time booking for Cost Center / Unit

The date on which the Facility Code was modified last.

The date on which the Cost Center / Unit was modified last.

 

The system performs the following:

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