TABLE OF CONTENTS

• Cost Types Card
  • Overview
  • Purpose and Integration
  • Cost Type Card Settings
• Cost Type in Time Card Payroll table

Cost Types Card

Overview

The Cost Types reference is a system-managed reference not directly accessible to users for viewing or creating records. However, its records appear when selecting a Cost Type in areas like Work Order Type, Employee Cost, Reason, etc.

Each instance includes a default set of Cost Types, such as:

• On site
• Office/warehouse
• Drive
• Intermediate drive
• Unauthorized stop

To add a custom Cost Type, contact FCX Support. 

Users with administrator rights can edit Cost Type settings, including checkboxes and table values.

Purpose and Integration

The Cost Types reference links worked hours to specific wage types and payroll items. This enables Cost Rate calculations and supports Financial Distribution.

Key requirement: Wage Type and Payroll Item are mandatory for Financial Distribution calculations.

You can assign Wage Type and Payroll Item based on an Employee's Classifier, defined in the Additional Classifier field of the Employee's Time Keeping Configuration card.

Prevailing Wage (PW) note: For wage types requiring PW, add a new row with the active PW mark.

Cost Type Card Settings

The Cost Type card includes these configurable options:

1. PW Allowed: Permits recording hours for this Cost Type as prevailing wage.
2. OT Exclude: Excludes hours from overtime calculations.
3. Lunch Exclude: Prevents applying lunch hours to payroll lines for this Cost Type.
4. Sick and Vacation: Enables registering hours as sick or vacation time (select checkboxes).
5. Non Work: Marks hours as non-work; automatically assigns to a non-work Work Order (static or from Employee's TK configuration). For example, selecting a 'non-work' Cost Type in TC Adjustment allocates hours to non-work WO.
6. Color: Sets the display color for time entries on maps and timelines.
7. Activity Allocation Applicable: 
8. On Site: 
9. Financial Account: Charges all hours under this Cost Type to the specified account, based on priority rules (see below).

Cost Type in Time Card Payroll table

When determining the Cost Type for rows in the Time Card Payroll Allocation table, the system evaluates sources in the following order and stops when a suitable Cost Type is found:

1. Reason on Time Card
   • If the Time Card has a Reason, the Cost Type from the Reason is applied to the Reason hours only.
2. Time Card Adjustment – Non‑Work hours
   • If the Time Card has an Adjustment and some hours are allocated to a Non‑Work Cost Type, the Cost Type from the Adjustment is applied to those Non‑Work hours only.
3. Work Order Type: default and On Site only
   • If the Work Order Type has a Default Cost Type and the On Site Only setting is enabled, that Cost Type is applied only to On Site time entries (time periods in the Time Card Adjustment).
   • If the Work Order Type has a Default Cost Type and On Site Only is not enabled, that Cost Type is applied to all rows in the Time Card.
4. Employee default Cost Type
   • If the Employee has a Default Cost Type in the Time Keeping configuration, that Cost Type is applied.
5. Time Card Adjustment – general
   • If the Time Card has an Adjustment (and none of the above rules apply), the Cost Type from the Adjustment is applied.
6. Time Entries (GPS‑based)
   • If the Time Card contains GPS data stored, Cost Types are assigned according to GPS‑based rules from the Time Entries (a specific table with data).
7. Fixed device / Office‑Warehouse
   • If there is no GPS data but the device is fixed, the Office/Warehouse Cost Type is used.

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