Labor Distribution Expiration Report (GM410)

Run Labor Distribution Expiration Report (GM410) to identify labor distribution records that are about to expire. Labor distribution records are defined on Labor Distribution Template Entry (GM10.2).

On the Main tab, select a distribution end date range, up to three statuses, and one of three formats.

  • Select Employee Format (1) to list labor distribution detail records under each end date by HR company, employee, job code or position, pay code, effective date, activity, account category, GL company/accounting unit/account/subaccount, salary percentage and planned effort percentage.

    When you select the Employee Format, you must select options on the Employee tab. HR Company is required. The remaining fields are optional, but you must honor the "or" conditions (process level or processing group; employee group or employee range).

  • Select Activity Format (2) to list labor distribution detail records by activity, account category, GL company/accounting unit/account/subaccount, HR company, employee, job code or position, pay code, effective date, salary percentage and planned effort percentage.

    When you select the Activity Format, you must select options on the Activity tab.

  • Select GL Accounts Format (3) to list labor distribution detail records by GL company/accounting unit/account/subaccount, activity, account category, HR company, employee, job code or position, pay code, effective date, salary percentage and planned effort percentage.

    When you select the GL Accounts Format (3), you must select options on the GL Accounts tab. The Company field is required. The remaining fields are optional, but you must honor the "or" conditions (accounting unit range or accounting unit list; accounts range, or accounts list).

Whichever report format you use, you can select additional options on the other report tabs to further limit the number of eligible records. For example, if the report format option is Employee, you can make the required selections on the Employee tab, and then further narrow the search by also selecting general ledger account information.

On the Options tab, select whether to include templates with effective dates that are in the future. These are labor distribution records with effective dates later than the current run date. Use this tab also to indicate that you want to sort the report by principal investigator.