From Transaction View

To enter a permanent transaction for an employee from Transaction View, complete the following procedure:

1. Open Transaction View.
2. On the Pay Sequences form, click either the OK or Cancel button. You do not need to select a pay sequence when you enter a permanent transaction.
3. Click the employee that you want to give the permanent transaction.
4. In the View combo box, select Permanents.
5. Click Go!
6. Press Insert to open the Select Allowance form, or minus (-) to open the Select Deduction form.
7. Enter the code of the permanent transaction that you want to add. Click OK.
8. Complete the necessary fields for the allowance or deduction.
9. Click OK to return to the Transaction View window.

From employee record

You can also enter a permanent transaction from the employee's Payroll | Permanents tab. You can view and edit permanent transactions from the Permanents tab page, which displays an employee's permanent allowances, permanent proportional costing records and permanent deductions (in that order).

The right-click menu has the following options:

• Add record

  Accesses Transaction View - Permanents View for that employee so you can add a permanent transaction.

• Edit record

  Accesses Transaction View - Permanents View for that employee and opens the selected permanent transaction so you can edit it.

• Delete record

  A Confirm message appears. Click "Yes" to delete the permanent transaction.

What does permanent transaction entry do?

The next time that you open a standard pay for this employee, the permanent transaction recorded above is automatically copied into the pay sequence.

How do I bring a new permanent transaction into an open pay sequence?

If a pay sequence is already open when you create the permanent transaction, click the transaction (ensure that the View is set to Permanents) and then press Alt+Left arrow.

Alternatively, in the main menu, click Tools | Copy to Permanents.