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Automated Labor Distribution

PostedMay 9, 2024
UpdatedMay 9, 2024

The Labor Distribution process has been automated to improve the user’s experience and save time. Convenient “Process All” and “Undo All” buttons are available and can be used to speed up the Labor Distribution process and eliminate clicking each step manually. This beneficial enhancement will move users through processing quickly. The reports generated with each step are automatically saved for review with the proper options enabled.

Packages | General Ledger | Processing | Labor Distribution: A “Mass Processing” group box was added to the Labor Distribution, Benefit, and Clearing screen and contains new “Process All” and “Undo All” buttons.

Process All:  The”Process All” button will enable once the “Save Period Process Reports” is enabled in the selected company’s Company | General Ledger settings, and the following reports are flagged to be saved via PDF and/or CSV on the Period Processing Report Save Options screen (Packages | General Ledger | Processing | Period | Report Options):

  • Work Orders Without Work Order Close Detal
  • Labor Distribution Journal Entry Posting
  • Compensated Absences Journal Entry Posting
  • Benefit Distrution Journal Entry Posting
  • Overhead Clearing Journal Entry Posting

A loading bar will appear in the Mass Processing group box while the processing is running and will disappear when finished.

Undo All: The “Undo All” button on the Labor Distribution, Benefit, and Clearing screen is enabled when there is at least one processed step. When the “Undo All” button is clicked, any processed steps will be undone in sequential order for the selected Company/Period/Year.

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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.