As mentioned in the Pay Points Screen Overview topic, the Pay Points screen allows users to auto-assign new pay points, as well as edit and delete existing pay points at the area and cost code levels.
To open and close the nodes, use theExpand and Collapse icons located in the screen's toolbar and Pay Points menu. Alternatively, right-click at any node, and use the Expand/Collapse icons.
Assign pay points to the default area node first, then add more area nodes as necessary.
It is recommended to limit the number of pay points.
Pay points are only added to and deleted from the default area node.
Only the pay points' percentages and sequence are adjustable in other areas' nodes.
The Edit Pay Points screen will not save changes if the total percentages do not equate to 100% or 0%.
If a pay point is deleted from the default area, it is also deleted from any other areas and its percentage is automatically added to the next pay point in the area in order to maintain 100% in each area.
Once a purchasing activity is assigned to a cost code to create a pay point, the default cost code in the Purchasing Activity screen is updated with the assigned cost code and cannot be changed from the Purchasing Activity screen.
This function creates the default area's pay points based on unassigned purchasing activities, using the default JC code assigned in the Purchasing Activities screen.
This function does not modify existing pay points and cost code assignments and is performed on a one-time basis.
Click the Auto-Assign Pay Points icon in the screen's toolbar.
A Confirm dialog appears, notifying the user that:
The process creates the default area's pay points from unassigned purchasing activities based on the default cost code in the Purchasing Activities screen.
Existing pay point assignments will not change.
Click Yes to continue with the auto-assignment.
Or, click No to cancel the auto-assigment.
A confirmation message appears, notifying the user that pay points were created from unassigned activities. As a result, the pay points will be assigned to the all default areas' cost codes.
Users can add area pay points at the cost code and area level nodes. By design, users can only delete pay points at the area and pay point level nodes, not at the top cost code level.
Click the Add Area Pay Points icon in the screen's toolbar.
Or, right-click the cost code level, and select Add Area Pay Points from the pop-up menu.
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If no nodes already exist at the cost code level, the Add Pay Points function adds a Default Cost Code node, and displays the Edit Pay Points dialog. In this dialog, select the pay points for the area. If a Default area already exists, select from the division's remaining areas. |
From the Edit Pay Points screen, drag any unassigned purchasing activities from the left pane, and drop it in the right pane.
Multi-select purchasing activities using the left mouse-click + <Ctrl> key to select multiple, non-consecutive activities. Or, use the left mouse-click +<Shift> key to select multiple, consecutive activities.
Type a description and percentage directly in the fields.
If the total percentage of the pay points in the cost code does not equate to 100% or 0%, an Information message appears for the user, "Total percent must equal 100% or 0%." The user is not able to proceed without totalling the pay points to either one of the percentages.
Change the sequencing of the purchasing activity rows by dragging and dropping a row to another location.
When finished with changes, click OK.
Or, click Cancel.
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It is critical that each pay point is assigned correctly in these tables, as other Purchasing screens extract data from these fields in the Pay Points screen.
If an assembly does not contain a second floor, for example, the amount needed from the missing item(s) to total 100% will be rolled into the next available item in the list. |
If suppliers in an area require a different pay point percentage breakdown, these can be entered for selected cost codes.
Click at the area level or cost code level (where a default area exists) then select the Add Area Pay Points icon from the screen's toolbar.
Or, right-click the area or pay point node, and select Add Area Pay Points from the pop-up menu.
Select an area from the list of remaining areas in the division.
Follow Steps 2-4 from the preceding section.
Click at the area level node, then select the Delete Area Pay Points icon.
Or, right-click the node, and select Delete Area Pay Points from the pop-up menu.
The Confirm dialog appears, so select Yes to proceed with the deletion.
Or, clickNo to cancel the deletion.
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If the selected node is the Default Area, then all area pay points will be removed. |
Existing pay points can be edited at the area or pay point levels (not at the cost code level). Users may also leave pay points unassigned if necessary, as long as they are not in use in WMS. Changes to pay points or pay point percentages will update existing bids or costs in WMS which have NOT been issued on purchase orders OR do not belong to an area protected from pay point updates. Changes to pay points in this screen will override any previously-defined defaults.
Click at the area or pay point level node, and select the Edit Pay Points icon from the toolbar.
Or, double-click the area or pay point, and the Edit Pay Points dialog appears.
Alternatively, right-click the area or pay point level node, and select Edit Pay Points from the pop-up menu.
Follow Steps 2-4 in the precedingTo Add and Delete Area Pay Points section.
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Click the Print button in the screen's toolbar, and select the Pay Point report.
Or, right-click at any node, and select Print > Pay Point Report from the pop-up menu.
The report preview appears, displaying each cost code, area, sequence, pay points description and percentage.
To print a hard copy, click the Print button, and the Windows Print dialog appears, allowing the user to select the printing parameters. Click here to view a sample report.
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Since the report does not yet calculate the pay point percentage breakdown, add each pay point percentage in the pay points' descriptions (e.g. 1st Floor Frame Material - 25%). |
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