Report labor use

Describe the financial transactions in the Labor Reporting application that cause GL account transactions to be written.

Report labor use for internal resources

The Labor Reporting application lets you report actual labor use and see the transaction records of previously reported actual labor use. You can also use the Work Order Tracking application. You can edit the GL Debit Account field and the GL Credit Account field when you report labor use before you save the record. After the transaction is recorded, all fields become read-only.

The general ledger fields default in the same manner for all three work types:
  • NON-WORK (including SICK and VAC)
  • OT-REF
  • WORK (including TRAV and WMATL)
In order to report use of type WORK, enter any of the following items:
  • A general ledger debit account
  • A work order number
  • An asset number
  • An operating location

In the cases of NON-WORK and OT-REF, you can report usage without entering this data. If you do not enter a work order number, asset number, or location, the GL Debit Account field does not default to anything. In such cases, you enter a code in the GL Credit Account field.

Primary transaction

When you save a record after reporting actual labor use, a record of type WORK is written to the LABTRANS table.

You can enter a date and time to determine the financial period for the transaction. If you do not enter a date and time, it defaults to system date and time.

Example

Joe Jones works for 2 hours at a rate of $15.00 per hour.

Table 1. Source of general ledger code for report labor use for internal resources
Source of GL account Debit Credit Source of GL account
  1. Internal labor GL account (resource code)
  2. Work order GL account
  3. Asset GL account
  4. Operating location GL account

$15.00 x 2 = $30.00

$15.00 x 2 = $30.00

Internal labor control account of work location

The table lists general ledger sources in order of priority. For example, the labor resource account code overrides any defined segment in the same position of the work order GL account, which, if present, overrides the asset GL account which overrides any segments in the same position from the GL account of the location.

Report labor use for external resources

You report external labor usage similarly to how you report internal labor usage.

When you save a record after reporting actual labor use, a record of type WORK (or a synonym) is written to the LABTRANS table.

The date and time that you enter is used in the Daily Time table to determine the financial period for the transaction. If you do not enter a date and time it defaults to the system date and time.

Example 1

Bill Smith works for 2 hours at a rate of $15.00 per hour. A vendor provides Bill's services.

Table 2. Source of general ledger code for report labor use for external resources
Source of GL account Debit Credit Source of GL account
  1. External labor GL account (resource code)
  2. Work order GL account
  3. Asset GL account
  4. Operating location GL account

$15.00 x 2 = $30.00

$15.00 x 2 = $30.00

External labor control account for the vendor

Example 2

Bill Smith works for 2 hours at a rate of $15.00 per hour. A vendor provides Bill's services, but the following example has an outstanding purchase order for those services.

Table 3. Source of general ledger code for report labor use for external resources
Source of GL account Debit Credit Source of GL account
  1. External labor GL account (resource code)
  2. Work order GL account
  3. Asset GL account
  4. Operating location GL account

$15.00 x 2 = $30.00

$15.00 x 2 = $30.00

Purchase order lines general ledger debit account.

The table lists general ledger sources in order of priority. For example, the labor resource account code overrides any defined segment in the same position of the work order GL account, which overrides the asset GL account, if present, which overrides any segments in the same position from the GL account of the operating location.

The general ledger debit account of the purchase order for the external service order is assumed to be a temporary charge account; receiving the service in the Labor Reporting application clears the charge in the temporary account and charges the correct debit account.