The Task Category Update program allows you to add and update Task Category Codes for use with the MainTrac module. Generally speaking Task Category Codes are used to describe "the what" of a Task - What type of job is being done. For Example: Landscaping, Athletic Field Maintenance, Building Maintenance, Pool Maintenance, etc…. Your use of Task Category Codes may vary.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
From the bottom of the screen…
Click Save to save your changes. You will return to the Task Category Management DataGrid.
Click Cancel to return to the Task Category Management DataGrid without saving your changes.
MTTASKCATEGORYUpdate_Tab1
Category Code (MTTASKCATEGORY_CategoryCode)
If you are creating a new Task Category record, then enter your Task Category Code in this field. Codes may be alpha and/or numeric. Generally speaking Task Category Codes are used to describe the what" of a Task - What type of job is being done. For Example: Landscaping. This is a Mandatory field for the standard VSI Design. Your Design may vary.
If you are updating an existing Task Category Code then you will not visit this field.
DeleteDescription (MTTASKCATEGORY_Description)
Enter the Description for this Task Class Code. For Example: Landscaping.
DeleteNotes (MTTASKCATEGORY_Notes)
Enter notes and comments, as needed, to list specific issues pertaining to this Task Category. Notes entered here print on Work Orders. This field will accept up to 30,000 characters.
DeleteEquipment GL Code (MTTASKCATEGORY_EquipmentGLCode)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Equipment option is "Activity."
Click the Picklist icon to select the GL Code you use to track equipment costs incurred when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
Note: When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Material GL Code (MTTASKCATEGORY_MaterialGLCode)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Materials option is "Activity."
Click the Picklist icon to select the GL Code you use to track material costs incurred when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
Note: When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Contract GL Code (MTTASKCATEGORY_ContractGLCode)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Contracts option is "Activity."
Click the Picklist icon to select the GL Code you use to track contract costs incurred when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
Note: When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor GL Code 1 (MTTASKCATEGORY_LaborGLCode1)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile.
Click the Picklist icon to select the GL Code you use to track Regular Pay (Salaries) for your employees when work is being performed on this Fixed Asset.
GL Codes are maintained in GL Code Management.
Note: When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor GL Code 2 (MTTASKCATEGORY_LaborGLCode2)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor GL Code 3 (MTTASKCATEGORY_LaborGLCode3)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor GL Code 4 (MTTASKCATEGORY_LaborGLCode4)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor GL Code 5 (MTTASKCATEGORY_LaborGLCode5)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If foundthe system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor Payroll Code 1 (MTTASKCATEGORY_LaborPayrollCode1)
You will not visit this field.
This field contains your "Regular" Payroll Code by default. Your "Regular" Payroll Code is entered into this field when the record is created.
Note: If you are using GL Codes and this field is NOT populated then it is likely you do not have a "Regular" Payroll Code established in this database. Payroll Codes are maintained in Payroll Code Management.
Labor Payroll Code 2 (MTTASKCATEGORY_LaborPayrollCode2)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor Payroll Code 3 (MTTASKCATEGORY_LaborPayrollCode3)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor Payroll Code 4 (MTTASKCATEGORY_LaborPayrollCode4)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the corresponding GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.
Labor Payroll Code 5 (MTTASKCATEGORY_LaborPayrollCode5)
This field is applicable only if the Use GL Codes option is enabled on your Static Parameters profile and then only if the GL Code Selection Preference for Labor option is "Activity."
Click the Picklist icon as needed for each premium or leave pay code you use to track pay for your employees when work is being performed on this Fixed Asset. Up to four (4) separate Pay Codes may be entered. These Pay Codes might include Overtime Double Time Leave Holiday and/or Sick etc….
THEN
Click the Picklist icon in the correspondng GL Code field to select the GL Code you use to track these premimum or leave payments.
Notes:
- You do not want to have a Payroll Code entered without a corresponding GL Code. Likewise you do not want a GL Code listed without a correspondng Payroll Code. Payroll Codes are maintained in Payroll Code Management. GL Codes are maintained in GL Code Management.
- When using GL Codes and tracking by Activity the system uses the following hierarchy to determine which GL Code and Payroll Codes are used:
- Task Code - The system checks whether these fields are filled in for the Task Code. If found the system uses these.
- Task Category Code - If these fields are NOT filled in on the Task Code then the system checks whether these fields are filled in for the Task Category. If found the system uses these.
- Task Class Code - If these fields are NOT filled in on the Task Category Code then the system checks whether these fields are filled in for the Task Class. If found the system uses these.
- No Codes Found - If no codes are found then the system has nothing to use and your records will be blank.