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Entering timesheets for works orders

To enter timesheets

Open: Works Orders > Processing > Enter Costs > Timesheets.

1. Select the required Employee No. from the drop-down list.

   The employee's surname appears automatically.

2. Enter the Date you want to use as a default for the breakdown entry.

3. If you have selected Total/Analysis Checking on the Timesheets/Labels tab in works order settings, enter the total number of hours the employee has worked in this period.

   The hours analysed for the breakdown must equal the total hours entered here.

4. You can enter:
Chargeable time
1. From the Enter Timesheets window, click in the W. Order No. columnto display the Select Works Order and Stage window.
• Select the works order from the drop-down list.
• If you choose a one-off works order, select the stage from the Stage drop-down list.
• Click OK.
2. Click in the Op. Reference box, to display the Select Operation window.
• Select the operation that this employee has performed. This is important so the works order can be progressed automatically.
• Click OK.
3. Enter the quantity completed.
4. Enter the period of time taken for Labour, Machine and Setup.

5. You can enter a Started and a Finished time, used to calculate the time spent on a works order. The duration is displayed in the Labour box.

   Time formats

   Manufacturing has a unique entry system for entering times. You can enter time in any of the following formats:

   Entering 65 displays 65h 0m (65 hours zero minutes).

   Entering 6{space}5 displays 6h 5m (6 hours 5 minutes).

   Entering 6h5m displays 6h 5m (6 hours 5 minutes).

   Entering 65m displays 1h 5m (1 hour 5 minutes).

6. To enter rates and costs, click in the Costs column.

   The costs so far recorded against the entry are displayed, broken down over the various cost headings.

   • If you have decided not to use the employee rate for timesheets then the rate from the operation will be used.
   • You may also enter any notes on this window for information purposes only.
   • To save the details, click OK.
7. Finish entering your timesheet details.
Non-chargeable time
1. From the Enter Timesheets window, click in the W. Order No. column.
• To enter times and costs which apply to a works order, click in the W.Order No. column to display the Select Works Order and Stage window.
• To enter times and costs which do not directly apply to any works order, enter NA in the W. Order No. column.

2. Enter the labour time spent on this non-chargeable activity.

   Time formats

   Manufacturing has a unique entry system for entering times. You can enter time in any of the following formats:

   Entering 65 displays 65h 0m (65 hours zero minutes).

   Entering 6{space}5 displays 6h 5m (6 hours 5 minutes).

   Entering 6h5m displays 6h 5m (6 hours 5 minutes).

   Entering 65m displays 1h 5m (1 hour 5 minutes).

Note: Machine, Setup and Completed are not relevant for non-chargeable entries.

3. Click in the Costs column to enter rates and costs.

   Any costs so far recorded against the entry are displayed and broken down over the various cost headings.

   • If you have decided not to use the employee rate for timesheets then you will need to enter the rate of this activity manually. If you don't enter the rate manually, the cost of the time entered will already have been calculated.
   • Enter any notes on this window for information purposes only.
   • To save your details, click OK.
4. Finish entering your timesheet details.

5. Change the labour category, if required, by clicking in the Category Ref. box.

   Note: Changes only apply to this one entry. Further postings will use the category stored against the employee record. If you want to change the category the employee is assigned to, you can do this through the Employees module.

6. Repeat the process for the other items until the timesheet has been entered.

7. To post the timesheet, click Save.

   Note: If you have selected Timesheet Total/Analysis Checking in the Works Order Settings Timesheets/Labels tab, you will not be able to leave this window unless the breakdown hours analysed is equal to the total hours entered.

8. You can also:

   Memorise this timesheet as a template for future timesheets

   1. Click Memorise.
   2. Enter a narrative to be associated with this timesheet.
   3. To save the timesheet with the narrative, click OK.
   Recall a memorised timesheet

   1. Click Recall.
   2. Select the timesheet you want to recall.
   3. To recall the timesheet, click OK.

   The timesheet details are displayed. You can process the timesheet as normal.

   Delete a memorised timesheet

   1. Click Recall.
   2. Select the timesheet you want to delete.
   3. To delete the timesheet, click Delete.

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