Configuration Flag To Control Updating Of The RT Or OT Or DT From EWT To R2 Order Labor Line

Reference No: R2-15313

Version No: 06.01.06-00

Details

Currently, when the user modifies the EWT of an Order, then the RT/OT/DT Hours and RT/OT/DT Rates gets updated in the Labor line based on the Pay Policy in R2 order.

As per the enhancement, a checkbox is provided in Configuration Module> Pricing/Billing> Apply Labor Policy for Receivables will decide whether the RT/OT/DT should get updated in Labor line based on Pay Policy or not.

• When the check box is selected, there is no change in the behavior of the system. For example, the RT/OT/DT hours gets updated in the Labor line based on the EWT modification/Task Change action.

• By default, on upgrading, the checkbox will be set to True.

• System does not alter any date on the existing orders on modifying this check box status.

• When the checkbox is cleared, following are the functionality changes that takes place.

1. System does not carry RT/OT/DT Hours from EWT to the Labor line RT/OT/DT Hours.

   • System allows to overwrite RT/OT/DT Hours in Labor line irrespective of the EWT exists or not.

   • System does not carry the RT/OT/DT Hours from R2 Order Labor line to R2Labor Planning Order irrespective of the Resource Type.

   • In R2, whenever the Re-price action required, it works based on the Pricing definition and it does not consider the Pay Policy/Resource/Custom Unit.

   • RT/OT/DT Hours and RT/OT/DT Rates does not update/change automatically based on the modification in EWT/Pay Policy/Resource Type/Custom Unit.

   • Unit Rate/Site Unit Rate column in Labor grid  is disabled.

   • Resource Type/Custom Unit/Unit Rate/Site Unit Rate columns in Labor grid will not affect RT/OT/DT Rates/Amount. Since these does not have relevance when configuration check box is cleared, it is advised to hide it through screen design.

   • When check box is cleared, system carries the Resource Type/Custom Unit information to R2 Labor accordingly Pay Policies will also be set on R2 Labor Booking Lines.

Pre-requisites

• Create a Labor and add the Default Order Duration hours.

• Add Regular, OT, and DT Price to the Labor.

Sample Workflow#1: On performing Assign Dates

1. Create an Order in R2.

2. Add the created Labor Position. The Pricing and RT/OT/DT Hours and Rates populates based on the pre-defined data.

3. Assign the Dates to the Labor line and click OK.

4. The EWT gets applied to the labor line. The RT/DT/OT Hours/Rates does not get modified based on the EWT details irrespective of Resource Type.

Sample Workflow#2: On performing Assign Dates

1. Go to Schedules tab> Click Add icon under order section> Create a Task.

2. Add the created Task to the Labor line. The RT/DT/OT Hours/Rate does not get modified based on the Task and only the Dates gets changed.

3. Change the Task. Upon the Task change also, the RT/DT/OT Hours/Rate does not get modified based on the Task details and only the Dates gets changed.