This document describes the usage of program (MOS810) for processing time and expense transactions that require approval.
(MOS810) is the core program for submitting, reviewing, editing, approving, and rejecting time transactions that require approval. You can view reported time transactions from several different views, for example, per individual technician or a group of technicians connected to a specific service manager. A range of functions and details are available for the review of time transactions, for example:
When labor time transactions are reported through one of the work order time reporting functions in M3, transactions are created in table MMOPTR and displayed in (MOS810).
If mandatory approval of time is deactivated for the work order, the transaction status will get status 90. Accounting and MCO invoice specification in (COS170) will also be updated directly with time transaction details.
If mandatory approval of time is activated for the work order and the conditions for activating time approval for the work order type, facility, and cost type in (MOS129) are met, time transactions will stop in status 10 or 20 in (MOS810). The status that the time transaction will get depends on the setting on the work order type (MOS120 prm 380). Accounting and the MCO invoice specification in (COS170) will not be updated until the time transaction has status 90 in (MOS810). The work order cannot be closed in (MOS050) if time transactions in status less than 90 exist in (MOS810) for the work order operations.
When reporting time transactions using start and stop time, the schedule of the employee will be considered. Time that is reported outside the employees work hours will get status 09 in (MOS810) to indicate that time has been reported outside the shift. Time transactions that have start and/or stop times that cross the start time or finish time of the employee schedule will be divided into multiple transactions in (MOS810).
Example of split transactions in (MOS810), based on the assumption that the employee schedule is from Monday- Friday, 8AM-5PM with a lunch break of 11:30AM-12:30PM.
If setting 380 in (MOS120) is set to 1, the reported time transactions will get status 10 in (MOS810). Two steps are required for moving the transaction to status 90:
A time transaction can also have status 10 if it has been reversed back from status 20 to 10 using the related option 'Reject'.
If setting 380 in (MOS120) is set to 2, time transactions will get status 20 in (MOS810). Time transactions that have been submitted for approval will also have status 20. The related option 'Approve' will move the transaction to status 90. Only a user defined as a service manager in (SOS422) is authorized to do this action.
Time transactions in status 90 have been transferred to the MCO invoice specification (COS170) and have updated accounting events. At the approval of the time transaction, the fields, Authorized by (APCD) and Date approved (APDT) in (MOS810) are populated.
Deleted transactions will get status 99.
In (MOS810) a, column 'Exp' exists to indicate that expenses have been reported against the work order operation. The column is blank if no expenses have been reported. If an expense has been reported against the work order operation, the 'Exp' column will display the status of the expense from (COS150). If multiple expense lines exist in (COS150), the indicator will show the expense with the lowest status. This indicator helps the users to identify the expenses reported on the work order that still requires approval. The expense transactions cannot be edited or processed within (MOS810) but a related option 'Expenses' in (COS150) is available where the expenses can be edited and approved. The expense approval process is described in a separate UDI document for (COS150).
The work order cannot be closed in (MOS050) if expenses in status less than 90 exist in (COS150) for the work order operations.
'WO Operation. Time Transactions' (MOS810) can be launched from the menu, from (MOS195), or (MOS100) with related option 48='Time transactions'.
Position on the time transaction.
Close the program.
Position on a time transaction with status 20.
Select related option 23='Reverse to reporter'.
Status on time transaction is updated to 10–'Preliminary'.
Close the program.
Position on the expense in the 'Expenses' column.
Select related option 16='Expenses'.
'MCO. Report Expenses' (COS150) is started.
Close the program.