Creating the Actuals Copy Task

To set up the Labor Budgeting - Actuals Copy Task:

  1. Select Maintenance > System Administration > Job Scheduler.
  2. Click Add Schedule.
    The Job Scheduler page is displayed.
  3. In the Task Description field, specify the name of the task.
  4. In the Task Type area, select Java Task, and then select Labor Budgeting - Actuals Copy Task from the drop-down list.
  5. Complete the other fields on the Job Scheduler page. See the Infor WFM Time and Attendance Implementation and Administration Guide.
  6. Click Submit.
  7. Click OK.
    The Task Schedules page is displayed. The task you created is displayed in the list.
  8. Click Parameters next to the new task.
    The Actuals Copy Task page is displayed.
  9. Specify this information:
    Create New Actuals Copy
    Select this check box to create a new copy of the actuals from LFSO. To update an existing copy of the actuals, leave this check box cleared.
    New Name
    Enabled only if the Create New Actuals Copy check box is selected. Type the name of the new copy of the actuals.
    Existing Actuals
    Enabled only if the Create New Actuals Copy check box is cleared. Use the lookup to select the actuals to update.
    Location
    Enabled only if the Create New Actuals Copy check box is selected. Use the lookup to select the root location for importing the data. The data is imported for the root location and for all the locations below it in the hierarchy.
    Historic Time Period of Copied Actuals
    Enabled only if the Create New Actuals Copy check box is selected. Use the lookup to select the historic time period for last year’s actuals.
    Forecast Current Time Period
    Enabled only if the Create New Actuals Copy check box is selected. Use the lookup to select this year’s forecast time period.
    Number of days to import
    Specify the number of days of data prior to the date of the task run to include. For example, to include a full year of data for a 52-week year, specify 365. To include a full year of data for a 53-week year, specify 371.

    If you set the Number to days to import to 365 for a full year of data for a 53-week year, then the system does not pick the data for Week 1 since the system subtracts the number of days from the day that the job runs.

    Keep in mind that the actual task run date can differ from the date of when the task is scheduled.

    Rule Group
    Enabled only if the Create New Actuals Copy check box is selected. This rule group aggregates the actuals. Select the DEFAULT COPY ACTUALS RULE GROUP.
    Volume Type
    Enabled only if the Create New Actuals Copy check box is selected. Select a volume type. For example, for payroll actuals, select Volume by Payroll, or for sales actuals, select Volume by Revenue. These values are retrieved from LFSO.
    Volume Attribute
    Enabled only if the Create New Actuals Copy check box is selected. Select a volume attribute. For example, for sales actuals, select Sales, or for payroll actuals, select Payroll.
    Aggregation Attribute
    Decide how to aggregate the data:
    • To average the volume attribute, select Average.
    • To aggregate the volume attribute, select Sum.
    Target Trend Forecast
    Updates the trended columns for the selected forecast. Populate this parameter only if you are updating sales and payroll actuals, that is, if the Create New Actuals Copy check box is cleared.
    • If you are importing a new set of actuals (Create New Actuals Copy is selected), leave this field blank.
    • If you are running this task for last year’s sales actuals, leave this field blank.

    This field is not relevant for BUPs (bottom-up projections).

  10. Click Submit.
  11. Click OK.

For generic tips on using Job Scheduler with Labor Budgeting, see Job Scheduler Tips.

For information on the execution groups used in copying actuals, seeExecution groups for copying Actuals.