Custom groups

Custom groups are used to refine the selection of records that are processed when labor processes and invoice processes are run by group.

This table shows the custom groups that are used with labor distribution. These custom groups are also used when encumbrances are created and deleted:

Custom group Description
Employee group A group of employees to use when mass processes are run. Use any field on the Employee business class or related business classes, including user fields, to create a group of employees. For example, a group of salaried employees or a group of employees by department or organization unit.
Selection group Payroll salary and wage records that are eligible for labor distribution. Use any field on the GLTransactionDetail business class, including user fields, to create a list of eligible records. Use the accounting string for the finance structure or payroll transaction attributes, including pay code. For example, a group of transactions by salary expense account or by payroll attribute pay code.

This table shows the custom groups that are used with invoicing and revenue recognition:

Custom group Description
Project funding expense group Eligible or ineligible expense groups for project contract funding sources. Use any field on the GLTransactionDetail business class or related field, including user fields, to specify the inclusion or exclusion rules. Create custom expense groups that specify the group of expenditures that are eligible for reimbursement or invoicing for a funding source.

For example, a public sector project scenario with two funding sources to fund the building of a sewer. A federal grant can be used for all expenditures except for the purchase of land for a sewer project. A custom expense group can be created that includes all valid accounts except the land purchase account. The group is assigned to one of the funding sources. The group is used when generating invoices and journalizing revenue.
Contract group A group of contracts to include when running mass processes, including generating invoices and journalizing revenue. Use any field on the project contract business class or related field, including user fields, to specify the inclusion rules. For example, a group of contracts by region or type of contract.
Selection group Expenditures that are eligible for invoicing and revenue recognition. Use any field on the GLTransactionDetail business class, including user fields, to create a list of eligible expense transactions. For example, all time transactions or all travel expenditures.