Korrigering tid, inköp och övrigt

Korrigering tid, inköp och övrigt

Beskriver hur timmar, inköp och övrigtposter som ligger fel kan korrigeras

Korrigering tid

I funktionen kan tid flyttas till tex ett annat projekt eller en annan arvodeskod. Korrigeringar av tid i korrigeringsprogrammet blir synliga både på projekt och i Tidrapporteringen.

• Gå till Projekt | Backoffice | Transaktioner, flikarna Korrigera/Arvode.

• Minska antalet träffar i sökningen genom att specificera tex projekt, medarbetare och datum. Välj Sök.

• If the message ”NB! Not updated transactions exist!” is displayed, the WIP has to be manually updated to avoid double correction.
• Open the record you wish to correct or use Batch change.

• The record can now be moved to another project or code, for example. The entire record must be moved, as in the example 8 hours. The date and employee should not be changed, as the change will be reflected in the time reporting.
• Fill Only fill in the information that needs to be changed; the rest remains the same.
• If the price is to be updated with a new price, the Update price box must be ticked. Select Save.

• The list is now displayed with yellow-marked plus and minus items for the changes made. Check the list and Save.
• Updates are performed automatically if the ‘Update WIP automatically’ parameter is enabled. If automatic WIP updates are not enabled, the system will ask if the WIP should be updated.

 

Recalculation of calculated cost

The Recalculation of calculated cost button can be used to update the calculated price retroactively.

• Select Employee or leave blank to select all employees.
• Select employee group or blank if everyone shall be updated.
• Fill in Employment status.
• Staff category or blank for all categories.
• Recalculation date.
• If the figure 0 is shown under Calculated cost/hour, the calculated cost is retrieved from the employee register; otherwise, an amount can be entered.

Correction of purchases and other

Go to Project | Backoffice | Transactions, select Correction tab and either Purchases or Other (in this example Purchases). 

• If the message ”NB! Not updated transactions exist!” is displayed, the WIP has to be manually updated to avoid double correction.
• Reduce the number of hits in the search by specifying, for example, projects. Select Search.

• A list with the registered purchase/other records is displayed.
• Open the record to be changed or select Batch change.

• Purchases/other can be moved to another project. Fill Only fill in the information that needs to be changed; the rest remains the same.
• The list is now displayed with yellow-marked plus and minus items for the changes made. Check the list and Save.
• Updates are performed automatically if the ‘Update WIP automatically’ parameter is enabled. If automatic WIP updates are not enabled, the system will ask if the WIP should be updated.