Defining allowance header record

You can define up to a maximum of five allowances for an operation.

To define an allowance:

  1. Click the Allowances tab on the Operations screen.
  2. Click the New button on the Allowances tab.

    If you have already defined five allowances for an operation, you cannot select the New button.

  3. Specify this information:
    Allowance Name
    Specify a name for this allowance.
    Description
    Specify a description for this allowance.
    Allowance Type
    Select the type of allowance. The type defines how the allowance is calculated regarding these types:
    • Flat Percent: Specifies a single flat percentage
    • Discrete Value: Utilizes the Object and Field combination to designate a field from the labor request. The detail records are a list of object/field values and the corresponding allowance percentage. For example, use this to give a different allowance for each shift being worked or if the user is in a group marked for training.
    • Data Range: Utilizes the Object and Field combination as a range of values. When configuring a data range, specify the lower boundary of the range and the associated allowance percentage. For example, apply different percentages for the amount of weight per hour that a user has handled or the number of hours a user has worked in their shift.
    Default Percentage (%)
    Specify the default percentage used if the appropriate percentage is not specified within the allowance detail page.
    Object
    Select the object name that defines a type of labor request to the standards engine. If Discrete Value or Data Range is selected in the Type field, then this field must be selected. The values for this field are preloaded.
    Field
    Specify a field based on the object type selected in the Object field. The values for this field are preloaded.
    Active
    Select the check box to indicate that this allowance is active. If not selected, the allowance information is not considered when calculating standards even if it is attached to an operation or element.
    Notes
    Specify any comments or notes about this allowance record.
  4. Click Save to save the allowance.
    • If you want to add details to an allowance, click New on the Allowance Detail tab.
    • If you want to add another allowance to the operation, click the New button located directly below the Allowances tab.
    • If you want to delete an allowance, select the applicable allowance from the list view and click Delete.