Setting up Overhead Group Codes

If you use the Microsoft Dynamics GP Payroll module, Job Cost uses the departments, pay codes, and positions entered in that module for the overhead group codes. If you do not use Microsoft Dynamics GP Payroll, you must enter employee master records, department, position records, and pay codes if you want to recognize overhead.

You must set up group codes for overhead in Job Cost regardless if you apply overhead to your jobs. To do so, create an overhead detail code for zero percent or zero dollars per unit. Assign this overhead detail code to the All overhead group code for job department, position, and pay code.

1. Choose Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Overhead Groups.
2. Enter an Overhead Group name and Description. Use the Tab key to move from the name to the description.
3. Enter a Department, Position, and Pay Code. You can use the word All in each of these fields.
4. Enter a Detail Code and choose Save.
5. To print the Overhead Group Codes report, choose File > Print or choose the printer button.

Facilitating setup by using All

Since the number of combinations of department, position, and pay code for a given overhead group code can become quite large, you can facilitate the setup by entering the word All in any of those fields. For example, if all departments, all positions, and all pay codes have a general overhead detail code, All could be used with each of those items.

If a specific combination of department, position, and pay code has a unique detail code, that combination will be used along with any All combinations for the overhead group that match the same criteria. For example, if the administration department, CEO position, and salary pay code combination had a special bonus overhead detail code, and the All departments, CEO position, and All pay codes combination also had a bonus overhead detail code, both detail codes would be used.