Support To Import Per Diem and Travel Charges from R2 Labor to R2
Reference No: 29194
Details
Support has been provided to import the Per Diem and Travel charges from R2 Labor in to R2.
This is done, as shown in the following Workflow.
Sample Workflow
Prerequisites
Install the R2 (client) on your server.
Select the Configuration module > Printing / Billing tab and tag the Misc Charges for all the fields in the Per Diem and Others section. This is, as shown in the Figure 1.0.
Figure 1.0 Configuration Settings
Steps
From R2, Select the Account module > create a Rental Reservation Order [ORDER#1] for 1 day.
Add a Labor [SR.VIDEOENGINEER] and add a Schedule and tag the Task as [Job] to the Labor [SR.VIDEOENGINEER] > Save the Order. The Order is, as shown in Figure 1.0.
Figure 1.1 Order Details
Login to R2 Labor > Planning tab and search for the Order [ORD-1621].
Open the Order [ORDER#1] > add a Resource [Michel Scoldfield].
Click the Travel &Per Diem button. The Travel and Perdiem Details dialog is displayed. It displays the Travel section details within it.
Select the check boxes for Flight, Vehicle Rentals, Hotel and Taxi and set the Cost as given in the following Table 1.0 and Figure 1.2:
Table 1.0 Travel and Per diem Details dialog values for Travel
Field | Cost |
Flight Cost | 100.00 |
Vehicle Rentals Cost | 10.00 |
Hotel Cost | 50.00 |
Taxi Cost | 5.00 |
Figure 1.2 Travel and Per Diem dialog for Travel
Select the Per Diem radio button. Select the Per Diem check box and enter Charge as 100.00 for 1 Day > click the Apply button as shown in Figure 1.3.
Figure 1.3 Travel and Per Diem dialog for Per Diem
Click the Save & Exit button.
Go back to R2 application and open the Order [Order-1621]. The Order is displayed with the Labor Planning button in Red color, as shown in Figure 1.4.
Figure 1.4 Order [ORD-1621] having Labor Planning button in Red
Click the Labor Planning button > click the Synchronize Per Diem and Others button . The Per Diem and Others dialog appears. The dialog has all the Per Diem and Travel Charges check boxes. This is, as shown in the Figure 1.5.
The check boxes appear to be selected depending on - if you have selected the check boxes for Per Diem and Travel radio button options (Per Diem, Flight, Vehicle Rentals, Hotel and Taxi ) in the Travel and Per Diem Charges dialog of R2 Labor application.
If the check boxes for Per Diem, Flight, Vehicle Rentals, Hotel and Taxi are not selected in R2 Labor application, these check box es in R2 > Order > Labor Planning dialog > Per Diem and Others dialog appears to be not selected.
Figure 1.5 Per Diem And Others Dialog
Click the Apply button to update the latest Cost changes for Per Diem and Travel to the grid line.
Click the Labor Planning button > click the Synchronize Per Diem and Others button > click the Cancel button on the Per Diem And Others dialog.
Observe that the values for Per Diem, Flight, Vehicle Rentals, Hotel and Taxi are same as Per Diem, Flight,Vehicle Rentals, Hotel and Taxi charges entered in the R2 Labor application. The Per Diem And Others dialog in R2 is, as shown in the Figure 1.6.
Figure 1.6 Labor Planning dialog
Double-click the grid line and click the Synchronize button. The changes will be synchronized to R2.