Managing Task Codes

Objective

After completing this lesson, you will be able to create a Task Code in SAP Fieldglass.

Task Code

Task Codes allow workers to allocate their time to specific tasks or projects on their time sheets.

Task codes can be associated to specific cost centers or workers, and custom fields can be displayed on time sheets and used to collect data from workers, such as additional details on tasks performed. Workers can select from a list of predefined tasks to include on their time sheets to indicate any additional duties performed.

For example, an employer may want workers to provide details on their time spent on particular activities, so it would create a Task Code for that and associate it to the worker’s time sheets. They would then have to detail their duties for that task before they submit their time sheets.

Task codes can be found within the Billable section of a time sheet and are concatenated with the Cost Center & General Ledger Account. To add tasks’, workers can select ‘+Add Task’.

The Add Task modal window on a worker's time sheet with a task code selected and ready to add.

Navigating the Task Code Admin Object

The Financial Data section of the Admin Menu, the Task Code selection is highlighted.

1	To view a list of task codes associated to the tenant, select Task Code from the Financial Data section of the admin menu.

Task Code List page

The types of items that workers can allocate time against will be listed here.

2	If this task code is Billable, suppliers can use this task in invoices; if it is not billable, it cannot be used in invoices.
3	If Yes is selected in the Capitalized field, costs assigned to this task code will be capitalized. This field does not impact the invoice and is used for reporting and integrations.
4	A General Ledger Account is a data item used for detailed tracking of task and expense codes. It is a mandatory selection for an expense code. This column indicates the general ledger account that the task code is included in.
5	To view details of a task code, select an appropriate link in the Code column.

Task Code Details page

Reviewing the details page of a task code will display the same data elements found on the list page.

6	The Original Code data item is used if an organization’s other ERP systems have existing task codes. This field will indicate the ERP’s equivalent task code.

Create a Task Code

WorkingNet, a global manufacturer of data networking equipment, is building out a new data center in its Chicago office.

It wants workers to be able to book time against the data center work.

As the SAP Fieldglass administrator for WorkingNet, you will need to create the task code that makes that possible.

ExerciseStart Exercise

Summary

Task codes allow workers to allocate time to specific tasks or projects on their time sheets, providing detailed duties.

Key Points:

Customization & Association: Task codes can be customized with additional fields and associated with specific cost centers or workers.
Billable and Capitalized Options: Task codes can be marked as billable for invoices and capitalized for reporting and integrations.
General Ledger Accounts: Each task code is linked to a General Ledger Account for detailed tracking of expenses.

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