Exact Synergy Enterprise

Linking Items to People

Introduction

At this page, you can link labor hour items to a particular person as well as modify the information of the items linked to a person. When a person fills in the hour entry, only labor hour items that are linked to the particular person will be displayed in the items browser for the person to fill in the Hour/Item code column.

Menu path

To link a labor hour item to a person, go to HRM/Report/People/People, define the relevant criteria, and then click Show. Click the name of the person under the Name column, and in the personal card, click Activity under the Monitor section, and then click New. To modify the labor hour item linked to the person, click the name of the activity under the Number column and then click Edit in the Monitor: Activity page.

Roles & rights

To link labor hour items to a person or modify the labor hour items linked to a person, the user must be the manager of the particular person. Otherwise, function right 145 – View resource card is required. Users with the HR and HR assistant roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the details of the labor hour item linked to the person.

Save + New

Click this to save the details of the labor hour item linked to the person and select another labor hour item to be linked to the person.

Note: This button is available only if you are linking a labor hour item to a person.

Close

Click this to exit.

Description

General section

Activity

Type or select the code of the item to specify the labor hour item that you want to link to the personfilled in at A/P, Person. This information is mandatory. For more information on creating items, see Creating and Modifying Items.

A/P, Person

This displays the person that you want to link the labor hour item to. The code displayed is the creditor code of the person. This information cannot be edited.

Item code: Supplier

Type the item code that is used by the supplier for the labor hour item selected at Activity.

Purchase section

Currency

Type or select the currency code of the selected labor hour item.

Price

Type the purchase price of the labor hour item.

Package unit

Type or select the unit of measurement of the labor hour item.

Size: Purchase order

Type the minimum quantity to be used in the hour entry.

Delivery time

Type the number of delivery days of the labor hour item.