Coins ERP+ users can maintain Payroll Cost Billing Rates for different Cost Heads. This means that the automatic Cost Transaction recalculation recognises and uses the correct rate (including the Cost Head).
Rate Maintenance
The sections below detail where Cost Heads are connected to Payroll Rates and Cost Based Billing Transactions.
Payroll Rates Browse
A Cost Head column is available in Commercial Manager > Company Config > Setup > Rate Maintenance. It is found on the Payroll Rates tab, as shown in Payroll Rates Screen. This column can be left blank. The properties area includes a Cost Head Description field, also shown in Payroll Rates Screen. It is automatically filled in based on the entered Cost Head.
Payroll Rates are configured for Rate Types with a Payroll Transactions from source set to Payroll (PRCOST), as shown in Rate Types Maintenance Screen.
Payroll Rates Screen
Rate Types Maintenance Screen
Rate Weight
Standard Column Set
A Payroll Rate Weight field is available via a standard Column Set for the Payroll Rates screen, as shown in Weight Column Set. This Standard Column Set is set up to show the columns ordered by weight.
Weight Column Set
Payroll Rates Browse
When the Weight Column Set is chosen, you can see a read-only Weight field on the Payroll Rates browse screen, as shown in Weight Field on Browse Screen. This field is calculated when a Rate record is saved; if any of the fields listed above are not blank, its weight is added to the overall Weight of the Rate record.
Weight Field on Browse Screen
Browse Filters
You can filter the Payroll Rates on the browse by Cost Head or Weight, as shown in Filter Options.
Filter Options
Populate Payroll Rates Browse Actions
In Rate Maintenance, you can find two Populate Payroll Rates browse actions, as shown in Populate Payroll Rates Browse Actions. These actions are explained below.
Populate Payroll Rates Browse Actions
Populate Payroll Rates from Trades
The Populate Payroll Rates action was renamed as Populate Payroll Rates from Trades. It prompts you to select the Trade codes, then adds a single Payroll Rate record per Trade. Trade and Effective Date values are assigned, and all other fields (Union, Skill, Employee, etc.) are left bank.
Populate Payroll Rates from Cost Heads
The Populate Payroll Rates from Cost Heads action is run for Cost Heads:
The selection screen prompts for Cost Head and Cost Head Class (From/To/Matches).
Processing creates a Payroll Rate record for the Cost Head and assigns the Cost Head code.
Cost Heads for which the Payroll Rates exist are skipped.
The processing report shows the number of populated Payroll Rates.
Cost Transactions
On any Cost Transaction recalculation, the Cost Head field added to the Payroll Rate record is used to pick the correct Rate.
This processing is applied consistently in all areas where Payroll Rates are used.