Time sheet (single)
Description
This module is one of several apps for recording and maintaining time sheets. Time sheets are particularly common in service industries, where it is necessary to record services for billing purposes. Accordingly, the data to be entered is designed with a view to project-related billing or for the purpose of post-calculation.
This app allows you to enter time sheets individually, another app (time sheet (by the day)) is structured in such a way that you first enter the daily work/attendance time and then record the hours worked during this time - for different cost centres/cost units - as expenses.
Functionality
Input window
This window is used to maintain time sheets.
With the "New" button 
you can create a new, empty timesheet. The record that was previously displayed is closed without saving.
With the "Save" button 
in the toolbar you save your entries.
With the "OK + New" button in the status bar the timesheet is saved and made space for a new, empty timesheet.
With the "OK + close" button the time sheet is saved and the input window is closed.
If you want to discard the changes you have made, close the screen and the changes will not be saved.
The "Delete" button 
deletes the current timesheet object and closes the mask.
The "..." button for service opens an overview of the different service items which you can select with a double click. Then enter the number of hours you have spent on the article.
With the "..." button for cost units you can assign an order number to the effort and in the field 'Description' you can make further remarks.
To insert a predecessor to the time sheet (e.g. orders, technical enquiries etc.) you can use the corresponding "..." button. Alternatively you can click with the right mouse button in the "predecessor" field.
As a third possibility it is also allowed to drag and drop a predecessor from another open window into the "predecessor" field.
When a timesheet is generated automatically, the predecessor(s) are set automatically. Time sheets can also be generated from an order, a production bill of materials or the technical release window. In addition to the predecessor, the employee and the cost unit are then also set.
To get to a "predecessor" you can double click on it or, after selecting the object, press the right mouse button and select "Edit".
To remove a predecessor, right-click on it and select the menu item "Remove
If, for example, you have worked several days for a cost unit, you can open the original document in the list window by double-clicking on it and copy it with "Copy saved timesheet". 
reproduce.
If an hour entry has been assigned to a service provider group as a successor, the possibly booked planned time of the service provider group is reduced by the time logged off. Thus, the capacity utilisation shows exactly what is still open or already logged off in terms of planned time.
Even if the time recording is created for a work order or service sub-item of the service provider group, the planned time of the service provider group is reduced as a result. All collected times therefore converge in the superordinate service provider group and can be found here on the processing screen under "already logged off:".
When an offer is transferred to an order, all hourly records and work orders of the offer items are moved to the newly created order items.
| Menu item | Description |
|---|---|
| Edit | - |
| Cost object -> Cost centre Cost centre -> Cost object | This menu item can be used to change the type of cost allocation. The name of the menu item adapts to the selected type. Alternatively, you can also click on the "..." button of cost units/cost centres with the right mouse button to change the cost allocation. |
| Close | Close window |
| Search | Call up list window |
| Symbol | Description |
|---|---|
| Creating a new timesheet |
| Save the timesheet and create a new one |
| Delete time sheet and close window |
 | Print preview of the mask |
| Copy time sheet |
 | Display document history |
 | Display article, service, etc. |
 | Import time sheets |
| Field | Description |
|---|---|
| Time sheet | |
| : Employees | The employee for whom the timesheet is created. |
| : Period | The posting period for which the timesheet is created. The description of which periods can be selected is described in the fiscal year. |
| date | The date for which the timesheet is created. With the checkbox at the beginning of the field you can freeze the date to create new time sheets with the same (past) date |
| : Machining | Indicates whether the work was performed "Internally" or "Externally". Can be used to automatically add expenses and travel costs. |
| : Type of load | The load type of the time sheet. It controls whether and to what extent an expense incurred is debited to the cost object or cost centre. |
| : Performance* | The type of service provided (own service or external service) in this time sheet. The price in particular depends on the type of service. This is field is a mandatory entry |
| : Effort | The duration of working time for this time sheet |
| Costs | Cost rate for the post-calculation of actual costs |
| : Total | Total cost of the time sheet |
| : Effort details | With this checkbox the details for the effort are switched on and off |
| : Start time | The time of the start of work. Changes in this field cause the effort field to be updated. |
| : End time | The time of the end of work. Changes in this field cause the effort field to be updated. |
| Pause time | The pause times between start and end time. Changes in this field cause the effort field to be updated. |
| : Cost centre* / cost object* | Indication of the cost centre / cost unit of this time sheet. It is mandatory to specify either cost centre or cost unit. |
| : Network map | Project network plan belonging to the cost unit. Is hidden when Cost Center is set. |
| : Predecessor | Previous receipts for the time sheet (e.g. orders, technical enquiries etc.). A special feature is the predecessor type "service provider group". If a time sheet has been assigned to a service provider group as the successor to a service provider group, the possibly booked planned time of the service provider group is reduced by the logged off time. In this way, the capacity utilisation shows exactly what planned time is still open or has already been logged off. |
| : Description* | A description of what has been done. This field is mandatory |
| button | Description |
|---|---|
| Employees | Opens the selection window for employees |
| Performance | Opens the selection window for services |
 Start time | Sets the start time to the current time and updates the effort based on this change. |
| End Times | Sets the end time to the current time and updates the effort based on this change. |
| Cost unit/ Cost centres | Opens a context menu to either select a cost centre or to enter a cost object Right mouse button: Switches between cost object and cost centre |
| Network map | Opens the selection window for networks. Is hidden when Job Accounting is set. |
| predecessor | Opens the selection window for time sheets |
List window
Serves for the selection, listing and further processing of time sheets.
| Menu item | Description |
|---|---|
| Edit | - |
| : Billing | |
| : : : Settle document / do not settle | The selected timesheets are transferred to the module for final costing for invoicing |
| : : Open linked invoice line item | If a timesheet has been settled by means of an assignment to an invoice (see previous menu item), the assigned invoice item can be called up and viewed here |
| : Change assignment | |
| : : Change cost allocation | The selected documents can be assigned to a cost centre or a cost object |
| : : Change predecessor | Assign a predecessor document to the selected documents. This can be an order, an order item, an internal order or an internal order item. If the same header document category already exists as a predecessor, the existing one is deleted from the list of predecessors. In a further sub-menu item all preceding documents already assigned to a timesheet can be removed |
| : : : Replace order (item) with order item of the same order | If an order or an order item is assigned as predecessor to the selected time sheets in the list, this menu item can be used to replace this predecessor with another order item of the same order. If no order or order item has yet been assigned to the time sheet, the "new" order item is inserted as predecessor of the time sheet. This procedure is used if you initially only want to assign time sheets to one order header or order group, but at the time of invoicing you want to assign the time sheets to exactly the right order item |
| Remove selected documents from list | Deletes the selected time sheet documents from the current list |
| Close | Close window |
| Evaluations | - |
| : Business trips | A simple evaluation of the recorded hours can be output here, which should help to structure business trips according to income tax return requirements. The evaluation always refers to the selected elements of the list. |
| Options | Call up the option window |
| Symbol | Description |
|---|---|
 | List time sheets according to selection |
| Creating a new timesheet |
 | Edit time sheet |
| Deletes the selected timesheets |
 | Display operations of the selected employee |
| Display document history |
| Copies the selected timesheet and opens the new timesheet for editing |
 | Loads the saved list of timesheets |
 | Saves the listed timesheets in a separate list |
 | Deletes the saved list of timesheets |
 | Print time sheet report |
| Field | Description |
|---|---|
| Employees | The employee whose time statements are displayed |
| Period / period | Define period / period |
| Status | Status of the time statements to be displayed |
| Cost unit / cost centre | Selected cost object / cost centre |
| : Project | Project belonging to the cost unit |
| Performance | Selected service |
| Text search | The text entered here is searched for anywhere in the "Description" field of a timesheet |
| Total effort of selected objects | The total time spent on the selected time statements |
| button | Description |
|---|---|
| Employees | Opens the selection window for employees |
| Period / period | Switches between period and period |
| Cost centre | Opens the cost centre selection window Right mouse click: Switches to cost unit + project |
| Cost unit | Opens the selection window for cost units Right mouse click: Switches to cost centre |
| Project | Opens the selection window for projects assigned to the selected cost unit |
| Performance | Opens the selection window for own services |
Option window
All settings can be made here. The window can only be closed with the "OK" button.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | all changed settings are reset to default |
| Field | Description |
|---|---|
| Default setting Period | - |
| : None | Do not set a period |
| : Today | Set current day as period |
| This week | Set current KW as period |
| This month | Set current month as period |
| Cost recording | - |
| : Cost centre | Set cost centre as default |
| : Cost unit | Set cost object as standard |
| Cost object selection | - |
| : Number | |
| : short term | |
| : Designation | |
| Preset hour recording | - |
| Performance | Setting performance as standard |
| Preset effort details | - |
| : Always activate effort details | Setting whether new timesheets should always be created with effort details |
| : Start time | Set start time as default |
| : End time | Set end time as default |
| : Break time | Set pause time as standard |
| button | Description |
|---|---|
| Performance | Opens the selection window for own services |
| OK | The settings are saved and the window is closed. |
Related topics
Technical documentation
For post-calculation or cost posting, the statistics period is used as the target period for the costs, not the date on the entry!
Hours statement basic module
Module name
jobrecrd.mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| BOOK_JOB_RECORD | Time sheet object, integer | If the integer is greater than zero, the timesheet is booked in, otherwise it is booked out | |
| COPY_JOB_RECORD | Time sheet object | Duplicates a timesheet and calls up the input window for it | |
| EDIT_JOB_RECORD | Collection of time sheet objects or NULL | Call up input window for time sheet | |
| JOB_RECORD_CHANGED | Time sheet object | Time sheet has been changed | |
| JOB_RECORD_CREATED | Time sheet object | Time sheet was generated | |
| JOB_RECORD_DELETED | Time sheet object | Time sheet was deleted | |
| LIST_JOB_RECORD | Collection of time sheet objects or NULL | Open list window for time sheet | |
| LIST_VIEW_COLLECTION_SELECTED | Saved list object | A saved list was selected in the selection window. | |
| MODULE_SETTINGS_DELETED | Module setting object | A module preset was deleted | |
| TEST_JOB_RECORD | String | Tests the InstantView® calls transmitted as a string in the timesheet module | |
| TRANSACTIONS_AS_INVOICED_MARKED | Time sheet object | A time sheet was marked as accounted. Lets you update the list window of the time sheets. |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| ASK_YES_NO | Character string | Yes/No Call up query dialogue | Dialogue Module |
| BOOK_JOB_GROUP | Service provider group object, integer | If the integer is greater than zero, the service provider group is booked in, otherwise it is booked out | Service Provider Group Module |
| BOOK_TASK | Work order object, integer | If the integer is greater than zero, the work order is booked in, otherwise it is booked out | Work Order Module |
| CREATE_MODULE_SETTINGS | String, User object, String, String | Creates new module presets | Module Presets Module |
| CREATE_LIST_VIEW_COLLECTION | User object or NULL, ObjectListView object, String, String | Creates a new saved list | Saved Lists Module |
| DELETE_LIST_VIEW_COLLECTION | ObjectListView object, Boolean | Deletes a saved list. Boolean = TRUE | Saved Lists Module |
| DELETE_MODULE_SETTINGS | Module setting object | Deletes module presets | Module Presets Module |
| EDIT_COST_CENTER | NULL or cost centre object | Displaying the Job Accounting input window | Cost centre editing module |
| EDIT_JOB_RECORD | NULL or time sheet object | Call up input window for time sheet | Hoursheet Editing Module |
| EDIT_MODULE_SETTINGS | NULL or module preset object | Call up the input window for module presets | Module Presets Editing Module |
| EDIT_OBJECT | Object | Forwarding of the object to the appropriate module for processing | Object processing module |
| EDIT_PROCEEDINGS | NULL or operation object | Call up the input window for operations | Process Editing Module |
| EDIT_PRODUCT_SERVICE | Own service object | Input window for own services | Self-service editing module |
| EDIT_SALES_COST_OBJECTIVE | Cost unit object | Processing window for cost units | Cost unit editing module |
| EDIT_STAFF_MEMBER | Employee object | Editing window for employees | Employee Editing Module |
| JOB_RECORD_CHANGED | Time sheet object | Time sheet has been changed | Project Networking Module Hour statement module |
| JOB_RECORD_CREATED | Time sheet object | Time sheet was generated | Project Networking Module Hour statement module |
| JOB_RECORD_DELETED | Time sheet object | Time sheet was deleted | Hour statement module Telephone module |
| LOAD_JOB_RECORD_ITEM | Time sheet object, integer | If the integer is greater than zero, it is booked in, otherwise it is booked out | Order cost evaluation module |
| MARK_TRANSACTIONS_AS_INVOICED | Reception widget | Mark document as settled | Order cost evaluation module |
| PRINT_REPORT | NULL, expanded Vector | Opens the window for reports | Reporting module |
| SELECT_COST_CENTER | Collection cost centre objects or NULL, recipient of the response | Selection window for cost centre | Cost centre selection module |
| SELECT_DEFAULT_TRANSACTION | Module object | Selects the document preset for the module | Document Presetting Module |
| SELECT_LIST_VIEW_COLLECTION | ObjectListView object, recipient of the response | Selection window for saved lists | Saved list selection module |
| SELECT_JOB_GROUP | Recipient of the reply | Selection window for groups of service providers | Service Provider Group Module |
| SELECT_ORDER | Recipient of the reply | Selection window for orders | Order selection module |
| SELECT_ORDER_ITEM | Recipient of the reply | Selection window for order items | Order item selection module |
| SELECT_PRODUCT_SERVICE | Recipient of the reply | Selection window for own services | Self-service selection module |
| SELECT_PURCHASE_SERVICE | Recipient of the reply | Selection window for external services | External service selection module |
| SELECT_SALES_COST_OBJECTIVE | Recipient of the reply | Selection window for cost units | Cost unit selection module |
| SELECT_STAFF_MEMBER | NULL or Collection employee objects, recipient of the response | Selection window for employees | Employee selection module |
| SELECT_STOCK_ORDER | NULL or collection warehouse order objects, recipient of the response | Selection window for internal jobs | Internal order selection module |
| SELECT_STOCK_ORDER_ITEM | Recipient of the reply | Selection window for stock order items | Stock order selection module |
| SELECT_STRUCTURE | NULL or collection structure objects, recipient of the response | Call up the selection window for structures | Structure selection module |
| SELECT_TASK | NULL or Collection Technical task objects, recipient of the response | Selection window for work orders | Work order selection module |
| SHOW_PREVIEW | Widget | Print Preview | Print Preview |
| SHOW_TXN_HISTORY | Time sheet object | Opens the document history | Document history module |
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