PM> Maintenance> Object
Summary
The Object Maintenance window is used to create and maintain object codes. Object codes can be used in the Time/Materials Entry process (PM> Time/Materials Entry) to create line items on PM module tasks. When creating time/materials line items, if you attach an object code the line item will populate with the information on the object code. For example, you can create an object code for the usage of a specific piece of equipment. When a time/material entry is created to record the usage of that equipment, you can select the object code and the hourly rate, GL account and type code will populate on the time/materials entry.
Related Links
Click here for information on LEMS codes.
Click here for information on type codes.
Click here for information on exporting the information in a grid to an MS Excel spreadsheet.
Step by Step
- Highlight an object code in the left section of the window and the fields in the Maintenance section will populate with the information attached to the selected object code.
- Right click on the grid and select Export grid contents to Excel if you would like to create a spreadsheet of the objects that display in the grid.
- Highlight an object code and press DELETE or click the Delete icon
to delete the selected object code. - Press INSERT or click the Create icon
to create a new object. This will add a line item to the left section
of the window and enable the Maintenance section to enter the object code information.
- The only field that is required to create an object is the Object Code field. The other fields are optional.
- Enter a unique code for the object in the Object Code field. The object code can be up to 10 alphanumeric characters long.
- You cannot modify the value in this field once the object has been saved.
- Enter a description of the object in the Description field.
- The Description field can be up to 30 characters long.
- The Type field is used to attach a PM module type code to the object code. When a time/materials entry is created using the object code, the type code entered in this field will populate on the time/materials entry. Click the Type field label to select a PM module type code from a list.
- When you create a time/materials entry in the Project Management module, the transaction must be attached to a type code because the type code defines the type of work completed. The type code is attached to an LEMS code using the Type Maintenance window (PM> Maintenance> Type).
- The LEMS field will display the LEMS code attached to the type code selected in the Type field.
- The LEMS code attached to the type code displays in this window because the LEMS code determines whether the GL account in the Account field will be debited or credited by the time/materials entry. LEMS codes are attached to ALFRE designations and the ALFRE designation will determine the journal entry created by the time/materials entry. For example, if the object code is used to create a time entry that increases the task code total, the GL account will be credited if the LEMS code has a revenue ALFRE designation. If the LEMS code has an expense ALFRE designation, the GL account on the object will be debited.
- Enter an Hourly Rate for usage of the object. For example, if the usage of a specific piece of equipment is $45 an hour, enter 45 in this field. When a time/materials entry is created, you will enter a length of time. The length of time will be multiplied by the hourly rate in this field.
- The Account field is used to add a GL account to the object code. When a time/materials entry is created, the GL account entered in this field will populate on the time/materials entry. Click the Account field label to select a GL account from a list.
- When the time/materials entry is created, you will have the option of either increasing or decreasing the task code amount. The ALFRE designation of the LEMS code will determine if the GL account on the time/materials entry is either debited or credited.
- Press ENTER or click the Save icon
when complete to save the object.