Issue/Symptom/Question

Standard Crystal Report - Daily Equipment Timesheet

Applies To

Penta for Windows

Crystal Report - Daily Equipment Timesheet

Project Management

Resolution/Fix/Answer

Use the Crystal Daily Equipment Timesheet report to provide frequent listings of equipment amounts that will eventually bill for cost plus contracts. This provides substantiation for equipment charges (equipment timecards) posted to a job during a given work shift.

At the end of each shift or day, you can give the report to the owner, who then reviews and approves the cost incurred. This provides your client with their cost (i.e., your cost plus the applicable markup or your equipment billing rate).

Notes:

The customer who requested this report calls it an Approval Document.

The owner does not remit funds due to this report, since this report and process generate no accounting entries or billings.

Prerequisites

Cost plus contract line items exist for billing equipment cost.

You completed the Calculate Customer Cost process prior to running this report.

(Optional) Use the Calculate Customer Cost window to initiate PENTA’s process that prepares the data. Refer to the Calculate Customer Cost Window Description. This process does the following:

Applies the appropriate billing markup or billing rates to calculate the billable cost incurred during the period.

Creates new Timesheets for all billable costs not previously included on a timesheet.

Equipment timesheet contains costs entered on Equipment timecards.

Labor timesheet contains costs entered on Labor timecards.

Material/Other timesheet contains costs entered on (AP) Invoice and Credit Memo Entry window, (AP) Manual Payment Entry window, and Journal Entry and Distribution.

(Optional) Use the Description of Work Performed window to enter a description of the work performed on a specific date and shift that print with a contract line item. Refer to the Description of Work Performed Window Description.

Selection - You can limit records displaying on this report by:

Job Id – You can include All Jobs or enter a specific Job Id.

Timesheet Id

To reprint a report, you can include All Timesheet Ids or enter a specific Timesheet Id. Use the Calculate Customer Cost window to determine the specific Timesheet Id.

If you do not specify a Timesheet Id, the report contains the data from the most recent Timesheet created by the Calculate Customer Cost window.

Sort - PENTA sorts this report in sequence by Job Id.

Totals - This report contains totals for each Job Id.

Report Code: jc_DailyEquipTS_p65_cr11.rpt

Available Parameters:

Example Report Results:

Report Heading

Date - This is the Through Date entered on the Calculate Customer Cost window.

Shift - Indicates whether the shift occurs during the day, afternoon, or night.

Customer - Name of the customer.

Client Charge # - Description of the contract line item.

Contract Number - Value of the Invoice Reference field on the Job Information window.

Internal Job Number - Id of the Job.

Timesheet Number - This is the unique number that identifies this generation of the report. If you need to reprint this exact version of the report, select this Timesheet Number.

Detail Fields

Description of Work Performed - The description entered for the contract line item for this date and shift on the Description of Work Performed window.

Equipment Id - The equipment identifier charged to the job.

Equipment Description - The temporary billing title. If a temporary title does not exist, it is the fixed asset description.

Equip Class - The fixed asset class number associated with the charge.

Units - The number of units associated with the equipment usage charge.

UM - The unit of measure associated with the charge.

Rate - This is either billing rate per unit for the appropriate unit of measure or calculated as the cost per unit of measure with the appropriate markup percent applied.

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