You use this program to maintain the structure of an existing standard hierarchy.
A hierarchy is a means of allocating the costs of a job according to its elements. You typically use standard hierarchies when you build or manufacture items that are similar.
By defining a Standard Hierarchy (stored in a library of hierarchies) you avoid having to create a new hierarchy for every job created.
| Field | Description |
|---|---|
| Options | |
| Confirm Deletions | Select this to be prompted to confirm the deletion of a hierarchy when you select to delete it. If you do not select this option, then the hierarchy is deleted without warning. |
| Show treeview as listview | By default, the hierarchy structure is displayed in a
treeview format. Select this option to display the hierarchy structure in a listview. By deselecting this option you can revert to displaying the hierarchy structure in a treeview. |
| Preferences | Select this to indicate the default settings you require for the Head/section maintenance pane (see Preferences). |
| Add | Select this to add a new standard hierarchy structure. |
| Change | Select this to maintain the hierarchy currently displayed. |
| Delete | Select this to delete the hierarchy currently displayed. |
| Standard hierarchy | Enter the standard hierarchy you want to view or maintain. |
| Play | Select this to use the Multimedia program to view any multimedia objects assigned to the hierarchy currently displayed. |
| Notepad | Select this to use the Admin Notepad Editor (Rich Text) program to assign free format notes to the hierarchy currently displayed. |
This screen is displayed when you select the Preferences option from the Options menu.
| Field | Description |
|---|---|
| Save | Select this to save the preferences against your operator code. |
| Close | Select this to save the preferences for the current run of the program only and to return to the previous screen. |
| Preferences | These preferences enable you to indicate the defaults
you want to use for fields and options in the Head/section
maintenance pane. Note that these are the defaults that will be loaded onto the Head/section maintenance form, but they can be changed when you actually maintain a head/section. Refer to Head/Section Maintenance for information on each field/option. |
The structure of the selected hierarchy is displayed as a treeview by default. This can be changed to a listview by selecting the Show treeview as listview option from the Options menu.
The treeview displays the standard hierarchy structure and its associated heads/sections.
If you selected the setup option: Expand hierarchy treeview (Work in Progress Setup) then the treeview is automatically fully expanded. If you did not select this option, then each level of the treeview is only expanded when you select the plus sign against it.
The details for the currently highlighted head/section are displayed in the Head/section maintenance pane.
| Column | Description |
|---|---|
| Hierarchy | This indicates the hierarchy head/section code. |
| Description | This indicates the description defined against the hierarchy head/section. |
You can indicate your preferences for fields and options in this pane (see Preferences).
| Field | Description |
|---|---|
| Save | Select this to save the changes you made. |
| Edit | Select this to use the Multimedia program to view and maintain any multimedia objects assigned to the entry currently displayed. |
| Parent hierarchy | This indicates the standard hierarchy and parent for which you are maintaining the head/section. |
| Head/section |
Enter a code for the head/section when adding a new head/section. If you are maintaining an existing head/section, then the code for the head/section is displayed in this field. |
| Description |
Enter a description for the head/section. If you are maintaining an existing head/section, then the description for the head/section is displayed in this field. |
| Posting threshold |
Enter the maximum percentage of the anticipated costs that should be allocated/issued to this head/section. You define the anticipated costs for this head/section in the Anticipated values fields below. The posting threshold is determined by multiplying the posting threshold percentage by the anticipated cost selected against the option: Check the posting threshold against (Work in Progress Setup). Example: Posting threshold = 20. Anticipated value 1 = 100 000. The setup option (Work in Progress Setup) is set to use Anticipated value 1. The posting threshold is set to 20% of 100 000 = 20 000. A warning is displayed when an addition or issue to the head/section would cause the threshold of 20 000 to be exceeded. You can prevent an operator from adding/issuing an allocation (committed or uncommitted) to the head/section when the threshold is exceeded. See Activity considerations in Notes and warnings. |
| General ledger | |
| Tracking cost only |
Select this to be able to specify the General Ledger code to which the outstanding amounts for the head/section must be distributed when you use the Part Billings program (see GL Distribution). If you select this option, then you must enter the required General Ledger code in the Cost ledger code field. |
| WIP ledger code |
Optionally assign a General Ledger account code to this head/section. If you enter a code, then the work in progress costs for this hierarchy head/section are allocated to this code. The code must be defined as a control account and have an account type: Asset (see General Ledger Codes). If you do not enter a ledger code in this field, then the work in progress costs are allocated to the ledger code defined against the job (see Job Entry). |
| WIP ledger code description | This indicates the description for the WIP ledger code selected. |
| Cost ledger code |
Specify the General Ledger code to which outstanding costs for the head/section must be distributed when you use the Part Billings program (see GL Distribution). If you enabled Tracking costs only, then you must enter a ledger code in this field. This only applies when the Tracking cost only option is enabled. |
| Cost ledger code description | This indicates the description for the cost ledger code selected. |
| Attachment options | This enables you to indicate the types of transactions which may be processed against this head/section. |
| Stocked allocations | Select this to associate stocked allocations and/or issues with this head/section. |
| Non-stocked allocations | Select this to associate non-stocked allocations and/or issues with this head/section. |
| Labor allocations | Select this to associate labor allocations and/or issues with this head/section. |
| Subcontract labor allocations | Select this to associate subcontract operation allocations and/or issues with this head/section. |
| Sales distribution and adjustments | Select this to associate sales billings and cost of sales with this head/section. |
| Purchase transactions | Select this to associate purchase order allocations and/or issues with this head/section. |
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You use the Standard Hierarchies program to maintain standard hierarchy codes and then use the Standard Hierarchy Heads-Sections program to maintain the structure of the hierarchy.
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This program can also be accessed by selecting the Change Hierarchy option from the Change menu of the Browse on Standard Hierarchies program.
Operator access to the following activities within this program can be restricted. You configure this using the Operators program.
| Activity | Description |
|---|---|
| P&C Add allocations with costs exceeding threshold |
Controls whether an operator can add allocations to a head/section of a hierarchical job if the allocation would cause the threshold for that head/section to be exceeded. Thresholds are defined against each head/section using the P&C Maintenance of Job Hierarchies program. |
| P&C Issue allocations with costs exceeding threshold |
Controls whether an operator can issue allocations to a head/section of a hierarchical job if the allocation would cause the threshold for that head/section to be exceeded. Thresholds are defined against each head/section using the P&C Maintenance of Job Hierarchies program. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.