Labor Adjustment

The Labor Adjustment screen allows you to move employee hours, cost, and effort between project tasks. These changes can impact revenue calculations on projects.

General

In the General area, enter labor adjustment information.

Field		Description
	Source Company	Enter or select an active company. The source company is the document owner. If the Source Company value changes and there is no Currency value, the Currency value should be set to the source company currency.
	Posting Date	Enter or select the posting date. This date is used to associate the document with a posting period. The posting date must allow this document type as an input and its posting period must be in an Open or Pending Close stage.
	Suffix	Enter or select any active input document suffix that is available for the current document type. This can be used in reports to select or sort documents.
	Document Number	Enter a unique document number to identify this document. This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.
	Document Date	Enter or select the document date. The default is the current date.
	Currency	Enter or select the labor adjustment currency. If a currency is not selected, it is set to the currency of the Source Company. Only active currencies with an Effective Date that is less than or equal to the Document Date can be selected.

Line Items

In the Line Items area, enter details for the labor adjustment.

Note: Attachments can be added directly to a line item and, once appended, will display in the Line Item group from the Attachments panel.

Field		Description
	Sequence	Displays the automatically generated sequence number that identifies the transaction.
	Employee	Enter the employee affected by the labor adjustment. When the Employee value changes, the line item's Company, Organization, and Labor Bill Class are set to the company, organization and labor bill class of the employee.
	Transaction Date	Enter or select the transaction date. This date is used when the transaction is posted to the general ledger and subsidiaries. The default is the line item Document Date. If Transaction Date changes, it should be set to the Document Date.
	Company	Displays the company associated with the employee.
	Organization	Displays the organization associated with the employee.
	Project	Enter or select an active project. This field is only available when Labor Adjustment is required. When Project changes and there is only one task in the project, the line item Task should be set to the existing task from the selected project. If the line item Company does contain a value: And the line item Organization contains a value, only companies authorized to work on the project can be selected. And the line item Organization does not contain a value, any companies can be selected.
	Task	Enter or select a task. Only active tasks that are eligible for input, belong to the line item's Project, and match the following criteria can be selected: Task must be in the project when: The line item's Company and Organization both contain a value The line item Company contains a value and Organization does not contain a value The line item's Company and Organization both do not contain a value
	Billable	Select if the adjustment is billable.
	Labor Bill Class	Displays the bill rate associated with the employee.
	Activity Type	Enter or select the activity type related to the labor adjustment. Only active activity types are available.
	Hours Type	Enter or select the hours type related to the labor adjustment. Only active hours types that display in the selected employee's cost rate child document are available. The effective date is not a consideration.
	Location	Displays the location associated with the employee. This defines where the work was performed and allows project charges to be analyzed by country or other location attributes.
	Overtime	Select if the adjustment is for overtime hours.
	Hours	Enter the hours related to the labor adjustment.
	Cost	Enter the amount of cost to be adjusted. This is line item Hours multiplied by the line item Effective Cost Rate.
	Effort	Enter the amount of effort to be adjusted. If a value is not entered, the cost is used to calculate the effort.
	Overhead	Enter the amount of overhead to be adjusted.
	Hold Hours	Displays the hours to be held. This total only refers to Prebill Hold hours.
	Hold Cost	Displays the cost to be held in document currency. This total only refers to Prebill hold hours. Hold Cost is required if Hold Cost PC, Hold Cost CC or Hold Cost BC is populated.
	Hold Cost PC	Displays the cost to be held in project currency.
	Hold Cost CC	Displays the cost to be held in company currency.
	Hold Cost BC	Displays the cost to be held in document currency. This field has the same precision as the base currency in the global settings.
	Hold Effort PC	Displays the effort to be held in project currency. Hold Effort is required if Hold Effort CC and Hold Effort BC are populated.
	Hold Effort CC	Displays the effort to be held in company currency.
	Hold Effort BC	Displays the effort to be held in document currency. This field has the same precision as the base currency in the global settings.
	Write-off Hours	Enter the amount of hours to write off.
	Write-off Cost	Enter the amount of cost to be write off.
	Write-off Effort	Enter the amount of effort to write off.
	Effective Cost Rate	Enter the cost rate used to calculate the line item Cost.
	Regular Cost Rate	Enter the regular cost rate. This will be the same as the line item Effective Cost Rate if overtime is not selected.
	Effective Bill Cost Rate	Displays the effective bill cost rate from the Project Detail inquiry.
	Regular Bill Cost Rate	Displays the regular bill cost rate from the Project Detail inquiry.
	Effective Bill Cost	Displays the effective bill cost from the Project Detail inquiry.
	Effort Basis	Select if the effort basis is None, Multiplier, or Rate. This is used to calculate the effort and restricts the Effort Multiplier and Multiplier fields.
	Effort Rate	Enter the effort rate. This field is enabled and required when Rate is selected in line item Effort Basis and is used to calculate the effort rate.
	Effort Multiplier	Enter the effort multiplier. This field is enabled and required when Multiplier is selected in line item Effort Basis and is used to calculate the effort.
	Premium Effort Multiplier	Enter the premium effort multiplier. This field is enabled when Multiplier is selected in Effort Basis and is used to calculate the effort.
	Project Description	Enter text to further describe project information about the line item beyond the typical posting data. This field is available only if the account subsidiary type is Work in Progress, or the account posting type is Chargeable or Non-Chargeable Task. This description is available in project reporting.

Totals

The Totals area displays the sum totals from the line items.

Field		Description
	Total Hours	Displays the sum of hours from the line items. This should be equal to zero.
	Total Cost	Displays the sum of costs in currency from the line items.
	Total Effort	Displays the sum total in currency from the line items. This total does not refer to a specific project's currency.
	Total Overhead	Displays the sum total of overhead in currency from the line items. This total does not refer to a specific project's currency.
	Total Hold Hours	Displays the sum total of Hold Hours from the line items. This total only refers to Prebill Hold Hours.
	Total Hold Cost	Displays the sum total of Held Cost in document currency from the line items. This total only refers to Prebill Hold Cost.
	Total Hold Effort	Displays the sum of the Held Effort in project currency from line items. This total only refers to Prebill Hold Effort. Note: This total does not refer to a specific project’s currency.
	Total Write-off Hours	Displays the sum total of write-off hours from the line items.
	Total Write-off Cost	Displays the sum total of write-off costs in currency from the line items. This total does not refer to a specific project's currency.
	Total Write-off Effort	Displays the sum total of write-off effort in currency from the line items. This total does not refer to a specific project's currency.