Activity Code Group Maintenance
You can:
- Create activity code groups to indicate whether employees have
full or restricted access to activity codes when entering transactions
or timesheets. Their choices when entering a transaction are limited
using the group assigned to them.
- Assign activity code groups to jobs —
only codes in that group can be used on the job. When the job code
is entered for a transaction, the selection of activity codes available
is limited to the codes in the group assigned to the job.
- Use activity code groups as a filter to output information to the
job cost management reports, enabling you to report on a specific
activity code group or a range of activity code groups within work
centres and/or jobs.
Click Add to set up a new activity
code group. A form displays, prompting you to enter a group name. You
can enter up to 30 characters.
Use the < (move selected)
and << (move all) arrows
to move codes into the Selected
table, to make them part of the group. Click >
and >> to remove them from the group.
The group saves as you create it. You can select the group to review
or edit by clicking the Select group
box. You can delete a group by selecting it and clicking the Delete
button.
WARNING: If the deleted group
had been assigned to a job or an employee, the assignment is removed when
the group is deleted. The job or employee has a empty activity group assignment.