Creating Subcontractor Time and Material entries

You can use Subcontractor Time and Material Entry to track time for individuals that work for companies with whom you have contracted for services, or for materials used for a contract. Transactions are created by vendor, employee, asset, equipment or person for activities, and when the entry is released, an invoice is created automatically in Accounts Payable for payment. Use this procedure to create subcontractor time or materials entries.

Before using Subcontractor Time and Material Entry, you must define and assign AC Person resources and rates. You must also complete set up tasks in the Lawson Accounts Payable application.

This diagram shows how to create subcontractor time and material entries:

Procedure flow: Creating subcontractor time and material entries
  1. Access Subcontractor Time and Material Entry (AC42.1).
  2. Define the time and material entry header information. Specify this information:
    Company

    Select the Accounts Payable company for the transaction.

    See Accounts Payable User Guide.

    Vendor

    Select the vendor to generate and pay an invoice.

    See Accounts Payable User Guide.

    Invoice

    Specify a unique number to identify the invoice.

    Desc

    Provide a description for the invoice.

    Currency

    Select the currency for the invoice. If you leave this field blank, then the base currency for the company defaults.

  3. Click Defaults to access Default Information (AC42.3). You can use this subform to define default activity, General Ledger, and Strategic Ledger information for the detail lines in the entry.
  4. Define the detail lines for the entry. Specify this information:
    Activity

    Select the activity for the transaction.

    Acct Cat

    Select the account category for the transaction.

    Type

    Select the resource type for the entry. You can select any of these valid resource types:

    • Employee

    • Asset

    • Vendor

    • Equipment

    • Person

    Note: If you select a resource type, you must enter a resource in the Resource field. For non-resource (material) lines, do not select a type.
    Co

    Select or verify the GL company for the resource.

    Resource

    Select the resource for the transaction. You must associate the resource with the activity.

    See Assigning resources to activities (AC/BR).

    Units

    Specify the number of units.

    For resource, non-material lines, the system calculates the entry amount by multiplying this number by the rate associated with the resource and activity. If the transaction is posted to a billable activity and bill rates are defined for the resource, then a billing amount is also calculated in the transaction.

    See Resource rates (AC/BR).

    For material lines, you must specify a unit or an amount, or both.

    Date

    Specify a transaction date to identify when the time or material was spent. If you selected Transaction Date in the Date Edit field on Activity Group (AC00.1), then the date you specify here must fall within the date range of the activity you include on the line. Date ranges are defined on Activity (AC10).

    Amount

    If you are entering a non-resource, material line, specify the amount for the transaction. For a material line, you must specify a unit or an amount, or both.

    Note: You can not specify an amount for resource lines because the amount is calculated by the system.
    Desc

    Provide a description for the transaction. If you leave this field blank, then the description in the time and material entry header defaults.

    Click More to specify additional information about the line, such as company , accounting unit, account, subaccount, resource description, reference, and attribute values.

  5. Click AP Information to access Accounts Payable Information (AC42.2). Use this form to define values for the invoice that is created from the subcontractor time and material entry. Consider these tabs:
    Main tab

    Assign these information:

    • Process level

    • Post date

    • Voucher

    • PO number

    • Remit to location

    • Invoice and due date

    • Handling code

    • Reason code

    • Authority code

    • Payment terms

      See Accounts Payable User Guide.

    Discount tab

    Assign these discount information:

    • An invoice receipt date

    • A discount amount, rate, and date

    • An acceptable amount for discounts

    • A discount code

    • An anticipation flag

      See Accounts Payable User Guide.

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