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Vendor Employees Subtask

Use the Vendor Employees subtask to view vendor employees who can charge against the work assignment charge line.

If resources are assigned at the subcontractor agreement purchase order (PO) line level (that is, resources are set up on the Resources subtask of the Manage Purchase Orders screen), Costpoint loads the vendor employees associated with the resources into this subtask for the corresponding work assignment charge line, but you can edit them. You can also enter new lines to add vendor employees for the specific charge line.

Vendor employees are not required. If none are specified, all approved vendor employees linked to the vendor are eligible to charge against the work assignment charge line. However, if any vendor employees are specified, only those will be allowed to charge the project/account/organization in the charge line unless the Allow Unauthorized Charges check box is selected on the Business Rules tab of Manage Work Assignments.

If the work assignment currency is different from the functional currency, rates and amounts on this subtask are displayed in transaction and functional currencies.

Project Work Force

Field Description
Auto Load Workforce

Click this button to load the vendor employee work force for the project specified on the work assignment charge line.

Limit Workforce based on Charge Line PLC

Select this check box to load only vendor employees in the work force that are linked to the project labor category (PLC) specified on the charge line.

Update Vendor Employee Start/End Dates based on Start/End Dates on Charge Line Use the options in this group box to update vendor employee start and/or end dates if the start and/or end dates are changed in the work assignment charge line, and for which vendor employees the update should apply.
Update Start Date

Select this option to update vendor employee start date with the date entered in Charge Line Start Date.

Update End Date

Select this option to update vendor employee end date with the date entered in Charge Line End Date.

Update Start and End Date

Select this option to update both vendor employee start and end dates with Charge Line Start Date and Charge Line End Date values.

Select Vendor Employees to Update

Update All

Select this option to update start and/or end dates for all vendor employees indicated in the table window.

Update Selected

Select this option to update start and/or end dates for vendor employees selected in the table window.

Update Only if Original Date Matched

Select this option to update only records whose dates matched before the date on the charge line was changed.

Update

Click this button to update records with options selected in the Update Vendor Employee Start/End Dates based on Start/End Dates on Charge Line group box.

Table Window

Field Description
Line

Enter the vendor employee line number.

Task Start Date

Enter, or click to select, the task start date. This defaults to Charge Line Start Date but can be edited.

Task End Date

Enter, or click to select, the task end date. This defaults to Charge Line End Date but can be edited.

Note: The task start and end dates must be within the start and end dates on the work assignment charge line.
Vendor Employee ID

Enter, or click to select, a valid vendor employee ID.

Vendor Employee Name

This field displays the vendor employee name.

Resource Description

Enter a description for this vendor employee.

Manager

Enter, or click to select, the name of the vendor employee's manager.

Vendor Employee Status

This field displays the vendor employee status (Active or Inactive).

Approval Status

This field defaults to Pending if approvals are required as set on the Configure Subcontractor Management Settings screen, or to Approved and disabled if approvals are not required. You can edit this field if you are eligible to approve charge lines or work assignments. The other approval statuses are Inactive and Rejected.

Inactive Date

This field displays the vendor line inactive date and is populated by Costpoint when the work assignment approval status is set to Closed.

Approver

This field displays the name of the employee approving the vendor employee.

GLC

Enter, or click to select, a valid general labor category (GLC) for this vendor employee.

GLC Description

This field displays the GLC description.

PLC

Enter, or click to select, a valid project labor category (PLC) for this vendor employee.

PLC Description

This field displays the PLC description.

Hours

Enter the number of hours to be charged.

Rate (Trans, Func)

Enter the rate to be charged.

By default, this field displays the Rate value on the Charges subtask, if specified, or the Hourly Rate value on the Resources subtask of Manage Purchase Orders if it exists. Otherwise, Costpoint uses the PO Line Unit Cost if one exists or default rate from the Vendor Employee record. If there is more than one record in Vendor Employee Labor Information and History, Costpoint uses the rate where the work assignment vendor employee start and end dates are within the Labor Information and History effective start and end dates. Otherwise, this field displays no default.

For a 2-way match, if you enter a rate that is different from the rate on the charge line, you will get a message indicating that you must delete the rate on the charge line before you can enter a different rate on this subtask.

For a 3-way match, the rate is required on the charge line and will default on all lines on this subtask.

For all match types, the rate is required at the time the vendor employee is approved if Charge Type on the charge line is Time Collection Charge or Expense Charge.

Amount (Trans, Func)

Enter the amount to be charged. If you do not enter an amount, Costpoint calculates this as Hours multiplied by Rate.

City

Enter the city for this vendor employee. By default, this field displays the City on the Resources subtask of Manage Purchase Orders but can be edited.

State

Enter, or click to select, the state. By default, this field displays the State/Province on the Resources subtask of Manage Purchase Orders but can be edited.

Postal Code

Enter, or click to select, the postal code. By default, this field displays the Postal Code on the Resources subtask of Manage Purchase Orders but can be edited.

Country

Enter, or click to select, the postal code. By default, this field displays the Country on the Resources subtask of Manage Purchase Orders but can be edited.

Rejection Reason

Enter a reason for rejecting the vendor line.

Subtasks

Subtask Description
Skills Click this link to open the Skills subtask to view details on the vendor employee's skills.
Trainings Click this link to open the Trainings subtask to view the vendor employee's training information.
Security Click this link to open the Security Clearances subtask to view security requirements and security clearance information for the vendor employee.
Properties Click this link to open the Properties subtask to view information on the properties being issued to the vendor employee.
Vendor Employee Error/Warning Messages Click this link to open the Vendor Employee Error/Warning Messages subtask to view the list of error and/or warning messages associated with the vendor employee line.