Create/Edit Activity

Overview:

Creating or editing an activity is done through the Activities screen. Depending on the Code Type, this screen will change its layout, adding or removing fields to accommodate that specific type.

When an activity is first created, only the Main tab will appear. Once it is saved, the Report Codes and Activity Groups tabs will display.

Screen Guide:

Due to the fields changing depending on the Code Type selected, click on the type or tab you want to learn more about.

Jump to Section:

Time:

These activities are used in any transaction that represent internal Users' time, including Timesheets and /wiki/spaces/DARCH/pages/704774219 entries. Each individual activity can have its own Payroll CodeTime Costing selection, and whether they Use Time Codes or not. You can create multiple time activities with the same DR GL Account (a many to one relationship with the chart of accounts).

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • Cost Rate is used if this activity has a specific standard cost associated with it. For Time activities, cost is determined by the Employee Class of the user in combination with the Time Costing elements on the right side of this screen.
  • Unit is the unit of measurement.
  • Payroll Code is the code that is sent to the payroll software when Batch Payroll is used. This can be overridden if the entry uses a Time Code with a Payroll Code attached.
  • DR GL Account is the General Ledger code that is debited when Batch Labour Journal is used.
  • Include in Payroll marks this activity as one that will be exported using Batch Payroll. If you do not want this activity to be sent to the payroll system, leave this unticked.
  • Sub Type is unique to the Time activity Code Type. The selection you make here will determine how time entries that use this code will be reflected in productivity reports, whether it can be sold, etc.:
    • Charge 
    • No Charge 
    • Admin 
    • Leave 
    • Other
    • Proposal 
    • Statutory 
    • Lieu 
    • KMS
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Use Time Codes 
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.
  • Time Costing lists all costing fields from Employee Classes. Tick all costing fields that you want the user's employee class to apply to the transaction when using this activity. For example, if you want only the Base Cost and Overhead Cost to apply to this activity, tick those two checkboxes and leave the rest unticked. Note that if you are using Time Codes for this activity, the time code selected will deploy its own cost code settings.

Disbursement:

This type is for use with the Disbursements transaction type.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • Cost Rate is used if this activity has a specific standard cost associated with it. For disbursements, this is usually necessary.
  • Unit is the unit of measurement.
  • DR GL Account is the General Ledger code that is debited when the batch is exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • Use Rate changes the markup method to a specific rate rather than a percentage.
  • Mark Up Percent/Sell Rate determine what percentage or rate is marked up when selling this activity in Input Based Selling.
  • CR GL Account is the General Ledger code that is credited when the batch is exported in Export Control.
  • Use Time Codes 
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Plant:

This activity type is used in the Plant module, specifically for plant that is entered as a Plant Issue. For external plant hire, the Purchase activity may be more appropriate.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • DR GL Account is the General Ledger code that is debited when the batch is exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Purchase:

Purchase activities are generally created considering budgeting requirements in mind. You can create multiple purchase activities with the same DR GL Account (a many to one relationship with the chart of accounts).

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • Cost Rate is used if this activity has a specific standard cost associated with it. For generic purchases with variable costs from multiple suppliers, this is usually left blank.
  • Unit is the unit of measurement.
  • DR GL Account is the General Ledger code that is debited when batches are exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • Use Rate changes the markup method to a specific rate rather than a percentage.
  • Mark Up Percent/Sell Rate determine what percentage or rate is marked up when selling this activity in Input Based Selling.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Subcontract:

These activities are solely for use in the Subcontracts module.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • DR GL Account is the General Ledger code that is debited when batches are exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Stock:

Activities of this type are used in the Stock module.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • Cost Rate is used if this activity has a specific standard cost associated with it. For generic purchases with variable costs from multiple suppliers, this is usually left blank.
  • DR GL Account is the General Ledger code that is debited when batches are exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • Use Rate changes the markup method to a specific rate rather than a percentage.
  • Mark Up Percent/Sell Rate determine what percentage or rate is marked up when selling this activity in Input Based Selling.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs.
  • Activity Reference is an optional data field for additional analysis.

Internal:

Internal activities are only used in jobs marked for internal use.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • DR GL Account is the General Ledger code that is debited when batches are exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Revenue:

Most databases will only need one revenue activity to budget for expected revenue amounts in Job Budgets.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • DR GL Account is the General Ledger code that is debited when batches are exported in Export Control.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Retention:

The retention activity code is used for withholding retention amounts from subcontractors in the Subcontracts module.

  • Code is the shorthand representation of this activity and must be unique. Once it is entered and save for an activity, it can only be changed using a Utility.
  • Description describes this activity. Ensure that the description is specific enough so that its intention is clear.
  • DR GL Account is the General Ledger code that is debited when batches are exported in Export Control. For subcontractor retentions, this should be the holding account.
  • Default Work Centre is the Work Centre that you want transactions to default to when this activity is used. The work centre can then be manually changed by the enterer. You can choose a default that is not allowed in any job to force the user to change the work centre for every entry, or choose the most common work centre based on your setup.
  • Cost Category lets you categorise this activity from the list of Cost Categories, providing another layer of transaction analysis.
  • GST Type Code drops down tax types from the GST Types list.
  • GST Rate displays the tax rate from the GST Type Code.
  • Inactive when ticked, will make this activity unavailable for future use, but will retain the activity in previous transactions.
  • Admin Activity marks this activity as one used for administrative actions.
  • Sales Code determines which Sales Code is used when selling this activity in Input Based Selling.
  • Internal Sales Code determines which Sales Code is used when selling this activity to other internal jobs. 
  • Activity Reference is an optional data field for additional analysis.

Report Codes Tab: 

Report Codes are a legacy feature from the previous version of Workbench. 

Activity Groups Tab: 

After saving the activity, you can immediately select which Activity Groups you want to allow the activity to be used in. You can add the activity on this tab to as many groups as desired, or you can organise all activities later in the Activity Groups screen.

The left Not Included section lists all Activity Groups that this activity is not allowed to be used in, while the right Included section shows which ones it is allowed in. To add or remove, Select the group and click the directional arrow button to move your selection to the other side. Remember to Save after making any changes.

Next Steps:

Once the activity is added to the appropriate Activity Groups, users can immediately begin to use them in Jobs with those groups.

FAQs:

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