|
|
|
|
DEPARTMENTS Entry/Edit Form The DEPARTMENT Entry/Edit Form allows you to View, Add, Edit or Delete DEPARTMENTS.
As depicted above, the active COMPANY is "The xyz company #99". The user is viewing all of the existing DEPARTMENTS for this company (Browse Mode) and has currently selected Department #1, which has been named "FIELD PERSONNEL." Note: When you select a DEPARTMENT from the LIST control in the upper portion of the Form (by clicking on a line), the associated DEPARTMENT data will be displayed in the bottom portion of the Form. Clicking on a Column heading will sort the list by that Column; clicking again on the column header will toggle the sort order (Ascending vs. Descending). For example, if you wanted the above data sorted by department name, click on the Department Name column header and the data will be alphabetized from A to Z (Ascending). Click again on the column header and the data will be seen from Z to A (Descending). Note: This form contains controls with predefined labels and validation routines. However, these controls may be configured to conform to your specific "Business Rules." See Validation Methods for more information on customizing controls. See The Mouse verses the Enter/Tab Keys for information on moving through a form. See Importing Data for information on importing initial data. A DEPARTMENT is a company-defined internal grouping, generally used to delimit groups of employees into large sub-groups. Examples might be HR, Field, Sales, etc. Payroll can be separated according to Department. You might, for example, have your administrative employees on a monthly basis and your field (or sales or maintenance, etc.) employees on an hourly basis. How you set up your DEPARTMENTS is entirely up to you; however, careful consideration of these assignments is important for two reasons: (1) You will be able to make better use of the tools available via the CCS Accounting series. (2) You will be able to create more meaningful reports. One example of how Department can be used is if a company has multiple locations, each location can be designated as a different department. Another common use of Departments is to put all the salary employees in a different department from all of the hourly employees. This gives you the ability to ask for a report for department 99 employees only, or for departments 10 - 80 and exclude department 99 (99 being the department for salaried employees just as an example). DEPARTMENTS Maintenance: To Add a new DEPARTMENT: 1. Select Maintenance|DEPARTMENTS from top menu bar or go to the Home Menu, click the "Codes" button, and then "DEPARTMENTS" button on the Codes Menu. 2. Click ADD on the SIDE
TOOLBAR or 3. Complete the form as described below. After the last Entry is completed, the record will be saved automatically. To Edit an existing DEPARTMENT: 1. Select Maintenance|DEPARTMENTS from top menu bar or go to the Home Menu, click the "Codes" button, and then "DEPARTMENTS" button on the Codes Menu. 2. . Enter the DEPARTMENT NUMBER you wish to edit in the DEPARTMENT NO. Control. Press ENTER. If the DEPARTMENT exists it will be displayed in the DEPARTMENTS Form. (To search alphabetically by Description, see Alpha Search.) Additionally, you can use the RECORD buttons to locate a particular DEPARTMENT or select the DEPARTMENT from the LIST control in the upper portion of the Form. 3. Complete any changes needed as described below. Tabbing past the last entry, moving records or clicking ADD or OK on one of the TOOLBARS will validate and save your changes. To Delete an existing DEPARTMENT: 1. Select Maintenance|DEPARTMENTS from top menu bar or go to the Home Menu, Click the "Codes" button, then "DEPARTMENTS" button on the Codes Menu 2. . Enter the DEPARTMENT NO. you wish to delete in the DEPARTMENT NO.. Press ENTER. If the DEPARTMENT exists it will be displayed in the DEPARTMENTS Form. Additionally, you can use the RECORD buttons to locate a particular DEPARTMENT or select the DEPARTMENT from the LIST control in the upper portion of the Form. 3. Click the DELETE button on the SIDE TOOLBAR or See Edit Modes for more information on the Edit modes used by most CCS forms. The Controls of the DEPARTMENTS Form: Note: The values shown below in square brackets represent the default range applicable to each control; however, these ranges can be configured to allow additional values (or restrict values). See Validation Methods for more information. The DEPARTMENT NO. is used to uniquely identify a DEPARTMENT. This will be the value used to represent a particular DEPARTMENT throughout the program. DESCRIPTION:[1 to 30 alphanumeric characters] The DEPARTMENT DESCRIPTION is used to label the DEPARTMENT. This description will appear on most reports pertaining to DEPARTMENTS A Department can link to a Craft Code, which can then link to a Worker's compensation Deduction code. Please see the topic Setting up Worker's Compensation for complete information.
|
|
|
on the top 
button on the Top Toolbar.