Branch

Enter a secondary or higher level business unit.

In tenant work orders, this business unit is the building number. It is edited against the Business Unit Master file (F0006). You can assign subordinate business units to it:

• Building Number (MMCU)

• Unit A (MCU)

• Unit B (MCU)

• Job 123 (MCU)

Note. This is a required field if a unit number is entered.

In the Engineering Change Order system, this is the branch or plant for the engineering change order.

Business Unit

Enter a value that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a job, project, work center, or branch/plant.

Business unit security can prevent you from locating business units for which you have no authority.

Calendar Type

Enter a user defined code (42/WD) that specifies how the calendar is used. For example, the calendar might be specific to an industry such as banking or it might be used to schedule delivery persons for a route.

Note. If you use the default value of *, the system updates the value to blank even though blank is not set up as a valid value in the UDC table.

Calendar Value

Enter a code used to classify values within a calendar type. For example, if the calendar type is ROUTE, you can enter a code that specifies a particular route, such as Daily or Weekend.

Note. The system does not validate the code that you enter.

Crew

Enter the address book number of a group of employees covering a number of lead crafts (trade) which is responsible for carrying out the work in a specific area or for a particular craft across multiple areas.

Effective Date

Enter the date on which this transaction takes effect. The effective date is used generically. The date can be the date of the next raise, a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, a change in well status, or any other date that is appropriate.

Expired Date

Enter the expiration date of the log entry. For example, in the case of a submittal requirement for an insurance certificate, the termination date for the policy would be entered in the Expired Date field. The termination date would then be used by the Submittal Status Update program to update the status field. If the Expired Date is earlier than the date that you run the program, the system sets the status to N for the log entry.

Lead Craft

Enter an alphanumeric code used to define the lead craft required to complete the work. The value entered is used as the default craft (work center) when new labor detail records are added to the work order.

Resource Type

Enter a code that identifies the type of resource for which you are entering competency information. This is a user defined code (05/RT). Values are:

01: Individual

02: Asset, such as equipment

Note. If you change the resource type, ensure that the spread of the assigned hours matches the estimated labor and machine hours

Resource Number

Enter a number that represents either the address number or the asset number, depending on whether the resource that you are working with is a person or a piece of equipment. The system uses the resource number in conjunction with the resource type to uniquely identify the resource.

For Resource Type 01 (individuals), you can use these formats to enter an address number:

Short address number

Long address number

Tax ID

For Resource Type 02 (assets), you can use these formats to enter an asset number:

Asset number

Unit number

Serial number

Shift Code

Enter a user defined code (00/SH) that identifies daily work shifts.

In payroll systems, you can use a shift code to add a percentage or amount to the hourly rate on a timecard.

For payroll and time entry: If an employee always works a shift for which a shift rate differential is applicable, enter that shift code on the employee's master record. When you enter the shift on the employee's master record, you do not need to enter the code on the timecard when you enter time. If an employee occasionally works a different shift, you enter the shift code on each applicable timecard to override the default value.

Site and Supervisor

Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.

For example, if address book number 4100 (Total Solutions) has a long address TOTAL and an * distinguishes it from other entries (as defined in the Address Book constants), you could type *TOTAL into the field, and the system would return 4100.