Using the PBS interface

The PBS interface can be entered from the Point of Sale interface.

Enter the PBS Interface

The PBS Interface can be entered on quite some different ways. All ways are explained below.

Mandatory or after a warning

As explained before, it is possible to enter the PBS Interface when having a WIP with PBS valid labour lines on it opened and performing one of the following actions: Before quiting a WIP, Before saving a WIP, Before printing any WIP document or After printing an invoice. Depending on the parameter settings, you are forced to enter or have the choice to enter the PBS Interface.

Note: The warning or mandatory entry of the PBS Interface only occurs if discrepanties are found.

Links menu

The PBS Interface can also be entered by selecting the PBS option from the Utilities option in the Link menu of the Point of Sale form. This option can also activated by selecting the CTRL + SHIFT + P key combination.

Overall form

The PBS Interface can also be entered by selecting the PBS option on the Overall form in the Reports menu of the Point of Sale form.

In all cases is the Performance Based Salary form displayed.

Note: The labour lines displayed in the Performance Based Salary grid can be gray or black. Black lines have the PBS box ticked on the labour line, have status C or X and can be processed by the PBS interface, the gray line do not have the PBS box ticked or have status M and can not be processed by the PBS Interface.

If Labour lines can be processed by the PBS Interface, the PBS value's must be created. This can be done manually and by using a default. Both ways are explained below.

Apply default

Select the Apply a default option from the File menu or the Toolbar. This option will create a PBS value with the same time as the allowed time, using the first resource group from the Workshop Loading module and the Valuate Date will be the same as the Date completed.
Manual insert
To manually maintain the PBS values, you must:
- Select a labourline from the grid of the PBS form for which you want tot create the PBS values.
- Select the F2 function key or the select the Add / insert line option from the Edit menu.
- The Add / insert PBS time form is displayed.
- Select the Team from the table and enter Date and Time or Arbeits Werte for the PBS value.
  Note: The date can either be in the current month, current month + 1 or current month - 1.
- After you have complated the PBS values, select the OK button to save them.
  Note: It is possible to have more than one team working on a labourline. In this case, add a next PBS times to the same line.
  Change a line
- Select the PBS value that you want to change from the right side of the grid.
- Press the F1 function key or select the Change line option from the Edit menu
- Change the PBS values.
  Note: It is possible to edit PBS values by selecting the field that you want tot edit in the grid.
  Remove a line
- Select on the right side of the grid the PBS value that you want to delete
- Press the F3 function key or select the Remove line option from the Edit menu
- The PBS value is deleted from the grid.

After you have attached all the labour lines from the WIP to a PBS value or after you have attached the whole WIP to a PBS value, you must check the entered values on discrepanties.

Select the Check on discrepancies option from the File menu or the Toolbar.

If discrepanties are found, a form will display the discrepanties.

Note: If discrepanties are present, you must solve them, otherwise the PBS values of these lines will not be exported!