•  Refresh
  • Tools
  •  
  • Expand All
  • Collapse All
  • Locales
  • Get File Link
  • Report Typo
  • Print
  • Export

Labor

Form ID: (AM301000)

On this form, you can record the time you spent for production of items and optionally, the quantity of completed items for production orders. You can record the time and the completed quantity for any number of production orders in a single labor transaction. Alternatively, you can use the Move (AM302000) form for recording only the quantity of completed items.

In addition, you can record non-production (or indirect) time. The system does not include the cost of indirect time in a production order cost but posts the indirect labor cost to a GL account specified in a labor code of Indirect type, which you specify in a transaction row.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Command Description
Release Initiates the release of the transaction, which changes the status of the transaction to Released.

Back to TopSummary Area

Element Description
Batch Number The reference number of the labor transaction.
The number is assigned automatically or you assign the number manually, which depends on the settings of the numbering sequence specified in the Labor Numbering Sequence box on the Production Preferences (AM102000) form.
Status The status of the transaction set by the system.
The value in this box can be one of the following:
  • On Hold: The transaction is a draft and can be edited. You cannot release the transaction.
  • Balanced: The transaction has been validated by the system and is ready to be released. You can put the transaction on hold to modify or delete it.
  • Released: The transaction has been released. You cannot modify or delete the transaction.
Hold A check box that indicates (if selected) that the transaction has the On Hold status and can be modified or deleted. When you clear the check box the status is changed to Balanced.
The check box is selected for new transactions automatically if the Hold Documents on Entry check box is selected on the Production Preferences (AM102000) form.
Date The date when the transaction was created. By default, the system inserts the business date, but you can change this date.
You can enter only a date that corresponds to a financial period that has been generated on the Master Financial Calendar (GL201000) form. If the date that you enter belongs to a financial period that has not yet been generated in the system—for example, for a date in the distant future or past—the system will display an error message, and you will not be able to save the record.
Post Period The financial period to which the transaction amount is posted. The value in this box is calculated based on the value of the Date box.
Description A brief description of the labor transaction.
Control Qty The control quantity of the transaction. The system validates if it is equal to the value of the Total Qty box. If the quantities differ an error message is displayed and you cannot release the transaction.
This box is displayed only if the Validate Document Totals on Entry check box is selected on the Production Preferences (AM102000) form.
Total Qty The total quantity of the transaction, which is the sum of the values in all rows of the Quantity column.

Back to TopLabor Transactions Table

In the table footer, the On Hand, Available, and Available for Shipping quantities (availability buckets) are displayed. If the production order is integrated with a project (that is, if the Update Project check box is selected in the Project section of the References tab of the Production Order Maintenance form), the system shows two values separated by a slash:

  • The first value is the quantity of project-specific inventory or project inventory tracked by location.
  • The second value is calculated as the first value increased by the quantity of free stock. (Free stock refers to inventory that is not reserved for projects that use the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking mode.)

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Button Description
Line Details Opens the Line Details dialog box in which you can assign lot or serial numbers when reporting quantities for the last operation of the production order.
Attributes Opens the Production Attributes dialog box for the line that you selected before clicking this button. In this dialog box, you can view the attributes assigned to the specified production order and enter attribute values.
Late Assignment Opens the Late Assignment (AM312000) form for the production order specified in the Production Nbr. column.
You use this form to assign lot or serial numbers of the produced items to lot- or serial-tracked materials. If On Completion is specified in the Require Parent Lot/Serial Number of the production order on the Production Order Maintenance (AM201500) form, you must assign the lot or serial numbers of the parent item to the lot- or serial-tracked materials before you release the labor transaction with movement of the produced items for the last operation.

Table Columns

For disassembly production orders, you can record only the time spent for item production.

Column Description
Labor Type The type of labor being recorded.
You can select either of the following options:
  • Direct: The system applies the labor cost to a production order specified in a row of this type. You can also specify the completed quantity in the row.
  • Indirect: The system posts the labor cost to a GL account specified in a labor code assigned to each row of this type.
Order Type The type of the production order.
Production Nbr The reference number of the production order that contains an operation for which the labor is recorded. The production order status must be Released, In Process, or Completed.
Operation ID The identifier of the production order operation for which the labor is recorded.
Inventory ID The identifier of an item being produced.
Subitem The subitem of the material specified in the Inventory ID box.
This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Labor Code The labor code that determines the GL accounts to which labor costs are posted. For direct labor, the system copies the labor code specified for a work center that is assigned to the operation. For indirect labor, you select the labor code of the Indirect type manually.
Employee ID Required. The employee for which you record labor. You can select only an employee that has the Production Employee check box selected on the Employees (EP203000) form.
If the Default User Employee ID check box is selected on the Production Preferences (AM102000) form, the system inserts the employee ID assigned to your user account if the employee ID has the Production Employee check box selected.
Shift Required. The shift during which the employee produced the item or items. The shift provides a working calendar and a differential that the system uses to calculate the labor cost.
Start Time The start time of the production operation. The system uses this value for calculating the value in the Labor Time box.
You can either enter start and end times of the operation or enter the time spent for the operation in the Labor Time box.
End Time The end time of the operation. If you have specified the start time, you must also specify the end time so that the system can calculate the labor time.
Labor Time Required. The amount of time the employee spent for the operation. If the values are specified in the Start Time and End Time columns, the system calculates the time, and you cannot correct it in this column. If the Start Time and End Time columns of the row are empty, you must enter the labor time manually.
If you want to adjust the labor cost recorded in the previous labor transaction for the same operation, you can enter a negative value in this column. The system validates the total amount of time spent for the operation and makes sure that it is positive.
Labor Rate Read-only. The labor cost rate that the system applies to the production order.
If Standard is specified in the Use Labor Rate box of the Production Preferences (AM102000) form, the system uses the standard rate of a work center assigned to the production operation. If Employee is specified in this box the system copies the labor rate specified for the employee on the Labor Rates (PM209900) form.
Labor Amount Read-only. The labor cost that the system applies to the production order.
The system calculates the cost as follows: Labor Time * Labor Rate * Shift Differential, where the Shift Differential value is copied from the Shifts (AM205000) form for the shift specified in the row.
Quantity The quantity of items the employee completed for the production operation.
If you need to correct the completed quantity entered in the previous transaction you can specify the negative value in this column. If the previous transaction recorded completed items for the last operation and the system created an inventory receipt for the items, see Reversal of Production Receipts.
This column is available only for regular production orders.
UOM The unit of measure used for the item quantity.
Warehouse The warehouse where the completed items are moved if you record the completed items for the last operation of the production order. If you specify a disassembly order in the row, the items to be disassembled are issued from the warehouse specified in this column.
By default, the system inserts the warehouse specified in the production order. You can specify another warehouse if needed.
Location The warehouse location where the completed items are moved if you record the completed items for the last operation of the production order. If you specify a disassembly order in the row, the items to be disassembled are issued from the warehouse location specified in this column.
By default, the system inserts the warehouse location specified in the production order. You can specify another warehouse location if needed.
Qty Scrapped The quantity of items that were scrapped during the operation.
This column is available only for regular production orders.
Reason Code The reason code, which provides GL accounts that the system uses for posting a cost of scrapped items if the value of the Scrap Action column is Write-Off or Quarantine for the production order operation on the Production Order Details (AM209000) form.
This column is available only for regular production orders.
Qty Is Scrap A check box that indicates (if selected) that the quantity specified in the Quantity column is the scrapped quantity. The system selects the check box when the scrap action of the operation is Quarantine, a reason code is entered in the Reason Code column, and a value is entered in the Quantity column.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Scrap Action The scrap action, which the system copies from the operation settings on the Production Order Details (AM209000) form. You can select another scrap action if needed.
The scrap action can be any of the following:
  • No Action: The system does not calculate the scrap cost separately. When workers record scrap in a move or labor transaction for a production order, the system adds the scrap cost to the total cost of the production order.
  • Write-Off: The system posts the scrap cost to the scrap expense account. A reason code specifies the scrap expense account and subaccount.
  • Quarantine: The system posts the scrap cost to the scrap expense account and creates an inventory adjustment for the scrap quantity and value.
 This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.
Lot/Serial Nbr. The lot or serial number assigned to the items being recorded if the items are lot- or serial-tracked. You click Line Details on the table toolbar to open the Line Details dialog box and specify the lot or serial numbers.
Expiration Date The expiration date of the items. This box is required when the lot class of the lot number assigned to the items requires an expiration date.
Project The project associated with the labor transaction.
Project costs will be affected by this labor transaction if the production order is integrated with the project (that is, if the Update Project check box is selected in the Project section of the References tab of the Production Order Maintenance form).
This column appears only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Project Task The project task associated with the labor transaction.
This column appears only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Cost Code The cost code associated with the labor transaction.
This column appears only if the Cost Codes feature is enabled on the Enable/Disable Features form.

Line Details Dialog Box

By using this dialog box, you can view how the quantity of the item specified in the line can be distributed between warehouse locations. You can select the locations, subitems, and lot or serial numbers (from those available in the selected warehouse) for the item’s quantity. Also, you can generate and assign lot or serial numbers to the specified quantities of the stock item if relevant. Whether lot or serial numbers should be generated when the item is received or used depends on the Assignment Method option selected for the lot/serial class of the item on the Lot/Serial Classes (IN207000) form.

This dialog box is available if at least one of the following features is enabled on the Enable/Disable Features form: Multiple Warehouse Locations, Inventory Subitems, or Lot Serial Tracking.

The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.

The dialog box includes the following elements.

Element Description
Unassigned Qty. The quantity of the inventory item that has no lot or serial numbers assigned.
Quantity to Generate The quantity of the inventory item for which lot or serial numbers should be generated.
Start Lot/Serial Number The lot or serial number to be used as a start number.
This element appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Generate A button that you click to initiate the generation of lot or serial numbers.
This button appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
The dialog box includes a table with the following columns.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Subitem The subitem for the inventory item received, if subitems are used in your system.
This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Location The location in the warehouse that is selected in the Warehouse ID box in the Summary area.
This column is visible only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Lot/Serial Nbr. The serial number of the unit of inventory item or the lot number of the specified quantity of inventory item; you can select from the serial or lot numbers available for the selected warehouse.
This column is visible only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Quantity The quantity of the stock item with the same subitem code and the same lot/serial number. It is 1 for an item with a serial number.
UOM The unit of measure (UOM) for the specified quantity of the stock item.
Expiration Date The expiration date of the specified quantity of the stock item.
This column is visible only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
The dialog box has the following button.
OK Saves the changes and closes the dialog box.

Production Attributes Dialog Box

In this dialog box, you can view the attributes assigned to the selected production order (that is, the order in the row that you selected before clicking Production Attributes) and enter the attribute values. You cannot add or delete the attributes.

Column Description
Attribute The attribute label.
Description The description of the attribute.
Required A check box that indicates (if selected) that you must specify a value for this attribute before you release the transaction. If the check box is cleared, you can leave the attribute value empty.
Value The value of the attribute. If a default value has been specified in the production order on the Production Order Maintenance (AM201500) form, the system inserts this value in the column, and you can change the value, if needed.
The dialog box has the following buttons.
OK Saves the changes and closes the dialog box.
Cancel Closes the dialog box without saving your changes.