Time Reallocation

The Time Reallocation screen (standard Treeview path: Equipment Costing > Transactions > Time Reallocation > Enter Transaction) is used to reallocate equipment transaction charges created in the Time Entry program (standard Treeview path: Equipment Costing > Transactions > Time Entry).  The Time Reallocation screen is similar to the Time Entry screen except that it contains four additional fields used for time reallocation: Company, Job, Phase and Category. 

Entering a Time Reallocation Transaction

To enter a Time Reallocation transaction, the user must first have a transaction entered in the Time Entry screen that they would like to reallocate. 

Example of transaction entered in Time Entry; standard Treeview path: Equipment Costing > Transactions > Time Entry

For example, if the user posted 10 days to a job for a piece of equipment in the Time Entry screen, and later decided that three of those days should have been charged to a sub-job, the user can use the Time Reallocation screen to reallocate those three days.

The Time Reallocation screen contains the following fields:

Company

Enter/select company code. By default, the user's default company will be displayed. 

Batch

Enter/select a valid batch number or use the [Create Batch] button to create a new batch.

Equipment

Enter/select the equipment code. 

Tran Code (Transaction)

Enter/select transaction code.

Date

Enter transaction date.

Comp (Company)

Enter/select job company code.

Job/Phase/Job Category

Enter job code, phase code and job category code for the original transaction time entered in the Time Entry screen.

Quantity

Enter the quantity.  This is the quantity of time, depending on the WM, to be reallocated.

WM (Weight Measure)

The WM code defaults from the transaction code set up.

Rate

The rate will default into this field.

Amount

This field is display-only.  It is automatically calculated as Quantity*Rate.

Bill Rate

Enter the billing rate, or if a billing rate defaulted in this field the user can update it if required. 

Billing Amount

This field is display-only.  It is automatically calculated as Quantity*Bill Rate.

Time Reallocation To

Comp/Job/Phase/Category

Enter/select the job company code, job code, phase code and job category code for the job where the user would like to reallocate the time.

Description

Enter a transaction description.

[WBS] – Button

Throughout the transaction entry screens, the [WBS] button may be active. This is carried forward from the Job Costing module and is associated with the job via job, category or cost code. If a WBS code is desired but not available on the entry screen, setup must be done through the Job Costing module.

Print Edit List

Printing Options screen for Time Reallocation Edit List (EM1110)

Enter equipment details in Print Edit List screen and click on the [Run Report] button to review the Time Reallocation Edit List.

Example of Equipment Costing – Time Reallocation Edit List

Post Time Reallocation

Pgm: EMPST – Equipment Utilization Posting; standard Treeview path: Equipment Costing > Transactions > Post Batch > Time, Loc Transfer, Loc Adjustment or Auto-Charge

Use this screen to post a Time-Reallocation batch. Check the ‘Preview Posting’ checkbox to preview the posting reports before posting.