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Booking Line Grid

The Booking Line Grid as the following fields and captures all required and relevant details for each booking line (Labor Resource added to the Order).

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Tabs

Description

BS (Booking status)

Indicates the status of the booking line through an icon.

Actions

Pops up a list of actions to perform on the selected booking line. Know more?

Position

Labor position required on the order.

Status

Status of the labor position (Assigned, Unassigned, Confirmed, Re-confirmed.)

  • Assigned: Resource has been identified and has been assigned the job/task mentioned on the specific booking line.

  • UnAssigned: Resource has not yet been identified. This is as good as the status being blank.

  • Confirmed: The identified resource has confirmed its availability.

A booking line’s status changing to ‘Confirmed’ triggers Auto Creation of Purchase Order ID for that Booking Line.

  • Re-confirm: The resource may have asked for some adjustments/changes to assigned task etc., and a secondary confirmation request has been sent to the resource for affirmation.

  • Re-confirmed: The earlier identified resource may have asked for some adjustments/changes to assigned task etc., and now as once again consented for the assignment.

The re-confirmation would void the previously created PO. Since system identifies it as changes on the Booking Line. Read more about Auto Void of Purchase Order ID.

Resource

Resource assigned for the labor position.

Task

Displays the respective task required to perform by the Resource.

Also, when an EWT is split, the task tagged is cleared on both original booking line and the split line know more?.

Start Date

Start date of the job.

End Date

End date of the job.

Skills

Skills of the selected resource. Know more?

Unit

Unit for the booking line. Along with existing units, a new unit- Fixed in introduced.

Certificates

Certificates of the resource (if any).

Resource Types

Type of the resource tagged (Freelancer, Inhouse, Inhouse, Broker, Union, etc.,)

Rate

Rate of the resource.

CT

Displays an icon if any conflicts in booking the resource. More info..

Duration

Duration of the job in hours.

RT

Regular time for the job. RT is picked based on the resource type selected.

Total

Total amount to pay the resource for the job.

TS

Displays an icon if Timesheet already exists.

CM

Displays comments if any. More..

BH

Indicates an icon if any break hours conflict occurred. Know more?

MB

Indicates an icon if the resource is booked multiple times.

CS

To notify you that e-mail communication is sent to the resource.

NE

To notify you that e-mail is received from the resource

DC

Displays if any date is conflicted.

Company

Displays company the resource belong to

OBH

 

Per Diem

Displays the per diem amount.

Notes

Displays the notes (if any) more..

Purchase Order ID

This gets automatically created, when the status of the Booking Line changes to ‘Confirmed’. However, for the Purchase Order ID to reflect in the field, you would have to Save and Refresh the Order.
See here to know more about Auto Creation of Purchase Order ID.

IT

This shows that an itinerary has been created for the booking line assigned to the resource.

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