Summary

When a PM module task code is attached to a transaction in another module (for example, an AP invoice line item or a CR module cash receipt), you are required to attach a PM module type code to the transaction. The type code is used to categorize the type of work performed on a PM module task. Some examples of type codes include: materials, labor, equipment, and services.

When budgets are created on tasks using the Task Maintenance window (PM> Maintenance> Task> Budget tab), the budget amounts are set up by type code. For example, you can create a separate budget amount on a task code for the usage of labor, equipment, and services. When a transaction from another module is posted to the task code, the type code on the transaction will determine which budgeted amount will be affected.

You can attach a GL account to a type code in order to create a default GL account that should be used on transactions that are attached to the type code. For example, if you are creating an Accounts Payable Invoice and you attach the type code to an invoice line item, the GL account on the PM module type will populate on the invoice line item. If there is a GL account attached to the task code, the GL account on the type code will override it.

Step by Step

1     View the types.

• Select a type code in the data grid and the fields in the Edit Type section will populate with the information attached to the selected type code.
• Select a type code and click DELETE to delete a type code.
• Click the Create Type button to create a new type code. This will create a new line item in the data grid and open the Create Type section to the right.

2     Create or modify a type.

• Enter the new Type Code. The code can be up to eight alphanumeric characters in length.
  • Once the type code has been saved, you cannot modify the value in this field.
• Enter a Description of the type code. The type code description can be up to 30 alphanumeric characters long.
• Use the LEMS drop-down menu to select an LEMS code.
  • LEMS codes are set up using the LEMS Maintenance window (PM> Maintenance> LEMS).
• The GL Account field is used to attach a GL account to a type code. Click the GL Account field search button   to select a GL account from a list. This is an optional field.
  • If you attach a GL account to the type code, any transactions from other modules coded to this type code will use this GL account as the default account. If a GL account is attached to a PM task code, the GL account on the type code will override it.
• The Active toggle will be automatically checked on new type codes. This toggle allows users to filter out those type codes that are no longer active.
• Click SAVE to save the type code.