Lawson Software

Lawson Insight Technical Documentation

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                             CXBURDEN FILE

                            Case Cart Burden

The Case Cart Burden file contains burden codes and associated data. You use
the burden codes to assign a specific burden code and associated cost data to
a template or case.

A burden is a resource with a measurable cost assigned to a case. The
measurable cost can be an indirect cost, assigned to but not directly related
to a case. Examples of burden are salaries, equipment, services, and other
resources with associated costs such as capital depreciation or building
management. Job codes are a kind of burden code. A job code is an identifier
assigned to a person working under a specific job description.

Note:  In the Burden file, the Job Code field contains burden codes. In a
future release, the field name will be changed to Burden Code. System
documentation refers to job codes when discussing codes sent from the Human
Resources system.

Users set up the Burden file by using a Human Resources interface procedure
and using a manual burden entry procedure, described below. If you use the
Human Resources interface, see the note below marked "Important."

Manually add or delete burden code records using the manual burden entry form
CX15.1 (Burden).

Run HR206 (Job Code Listing) to create a comma separated values (CSV) file
of  job codes and related schedule, pay grade, cost range,  and  salary class
information. Name the file JOBCSV or a user-defined file name, for loading
into the Case Cart Burden file. Otherwise, use a third-party system to create
a CSV file of human resources data for loading into this file.

Be sure that the job code CSV file is in the $LAWDIR//interface
directory.

Run CX504 (HR Labor Import) to update the Case Cart Burden file with the CSV
file of job code data. Program CX504 (HR Labor Import) passes all segments to
 the Burden file.

For file layouts used to interface with the Human Resources system, see the
Procurement Management Technical Guide. For more instructions to set up the
Burden file, see "Defining Burden Codes" in the Case Carts Procedures Manual.

Important: If your facility uses the Human Resources interface, do not add or
change job codes on the burden entry form CX15.1 (Burden). In such cases, add
or change job  code information by using only the Human Resources system.
Follow this  approach to ensure that the newest job code data exists in the
Burden file for display in the burden entry form. Be aware that whenever you
run CX504 (HR  Labor Import) you send job codes from the Job Code file to the
Burden file and overwrite any matching job codes in the Burden file.

REFERENCED BY

CXCP.1    POIJ.1    WH130     WH33.1    WH33.2    WH33.3
WH33.4    WH33.5    WH33.6    WH33.8    WH33.9    WH34.1
WH34.2    WH34.3    WH34.4

FIELD NAME           DESCRIPTION/VALID VALUES                    UPDATED BY

CXB-JOB-CODE         Alpha 9
Job Code             This field contains a user-defined code
                     for a type of job or burden that can be
                     assigned to a preference template or
                     case. Use the Human  Resources system,
                     where this code originates, to assign a
                     specific job code to persons working
                     under the same job description.

                     Job codes are a kind of burden code. A
                     burden is a resource with a measurable
                     cost assigned to a case. The measurable
                     cost can be an indirect cost, assigned
                     to but not directly related to a case.
                     Examples of burden are salaries,
                     equipment, services, and indirect costs
                     such as costs for capital depreciation
                     or building management.

                     Users assign these codes to templates
                     and cases to record the associated
                     resources and costs.

CXB-SCHEDULE         Alpha 9
Schedule             Schedule is the location information
                     assigned to a burden code for a specific
                     job. (Burden is a generic term for
                     chargeable resources  other than items,
                     such as jobs (labor), fixed costs,
                     depreciation of capital equipment, and
                     so on.) Schedule data applies to job
                     codes and to nonsalary burden codes as
                     described below.

                     When you run CX504 (HR Labor Import),
                     the data passes from the Human Resources
                     interface Job CSV file if the
                     information is there;  or you can add
                     the data in CX15.1 (Burden).

                     Schedule values can include employment
                     locations for practitioners or for
                     assistants or the inventory or
                     noninventory locations of a piece of
                     equipment.

CXB-PAY-GRADE        Alpha 3
Grade                This field contains the pay grade of a
                     grade range schedule associated with the
                     burden code if for a specific job. The
                     grade comes from the CSV (comma,
                     separated file) made in the Human
                     Resources system by HR206 (Job Code
                     Listing) or in a third-party system.

CXB-BURDEN-TYPES     Alpha 1
Burden Types         This field defines whether the burden
                     rate is an hourly rate, annual rate,
                     flat fee, units, rental (hourly), or
                     daily rental.

                     For job codes imported from the Human
                     Resources system, this value is
                     typically A for Annual.

                     Users can add this value using the
                     burden entry form.

                     The Case Carts system logic uses these
                     values to decide which totals to update
                     when adding a case:

                     For all burden types, the Case Carts
                     system logic updates the Total Burden
                     cost in the Case Cart Preferences file
                     and the Burden Cost for the case in the
                     Case Cart Header file.

                     In addition, for Hourly or Annual
                     types, the Case Carts system  logic also
                     updates the Hourly Rate Total in the
                     Case Cart Preferences file.

                     For Unit, Flat Fee, Rental Hourly, and
                     Daily Rental types, the Case Carts
                     system logic also updates the Other Rate
                      total in the Case Cart Preferences
                     file.
                     H = Hourly
                     A = Annual
                     F = Flat Rate
                     U = Units
                     R = Rental Hourly
                     D = Daily Rental

CXB-ORIGIN-ID        Alpha 2
Origin Id            This field contains a valid system
                     identifier for the system where the
                     burden data originated.

                     For example, HR indicates that the data
                     came from the Human Resources system.

                     This value is useful if you need to
                     troubleshoot a problem with data. For
                     example, if any data  seems incorrect
                     and the  HR code appears, you can check
                     the original Case Cart Burden file
                     produced by HR206  (Job Code Listing) or
                     check other Human  Resources data files.
                     HR = Human Resources HR206
                     CX = CX15.1 (Burden)
                     TM = CX05.1 (Preference Template)
                     CS = CX20.2 (Case Detail)

CXB-DESCRIPTION      Alpha 30  (Lower Case)
Description          This field contains the burden code
                     description. This value defaults to
                     CX15.1 (Burden) when you select the
                     burden code.

CXB-HR-COMPANY       Numeric 4
HR Company           This field contains the Human Resources
                     company identifier. The field applies
                     only to burden codes originating in the
                     Human Resources system.

                     This field identifies the Human
                     Resources company assigned the job code.
                     This value originates in the Job Code
                     CSV file exported from the Human
                     Resources system using HR206 (Job Code
                     Listing) and imported to the Case Cart
                     Burden file using CX504 (HR Labor
                     Import).

                     There is no relationship between a the
                     HR company identifier for a burden code
                     and the  template or case company
                     identifier.

                     In addition to identifying the company
                     originating the job code, this value
                     tells which company records  to check if
                     there are problems with the data.

CXB-EFF-DATE         Numeric 8  (yyyymmdd)
Effective Date       This field contains the effective date
                     of the salary range for the job code.

                     This value originates in the Human
                     Resources system Job Codes file.

CXB-COMPANY          Numeric 4
Company              This field contains the company
                     identifier.

                     Valid values are

                     Any Case Carts system company, defined
                     in CX01.1 (Healthcare Company) with an
                     equivalent Inventory Control company in
                     IC01.1 (Company).

CXB-REQ-LOCATION     Alpha 5
To Location          This field contains the location
                     requisitioning items and receiving
                     charges for the items. This location can
                     be an inventory or noninventory
                     location.

                     This value appears as the to location
                     on pick lists printed when you run CX100
                     (Pick List Print) and WH130 (Pick List
                     Print).

                     Valid values are

                     A requesting location defined in RQ01.1
                     (Requesting Location) for the specified
                     healthcare company.

CXB-MIN-SAL-RANGE    Signed 13.4
Minimum Salary Range This field contains the minimum salary
                     range for the job code. The Human
                     Resources system uses steps in the HR206
                     (Job Code Listing) to calculate the
                     minimum, mid-, and maximum ranges. Run
                     CX504 (HR Labor Import) to import this
                     value from the Human Resources system.

                     Use the Salary Range field in CX01.1
                     (Healthcare Company) to indicate which
                     salary range (minimum, mid-range or
                     maximum) to copy to a template or case.
                     The Case Carts system copies the value
                     to the Rate field in CX15.1 (Burden)
                     when you assign a burden code to a
                     template or case.

                     The Case Carts system logic uses this
                     value to calculate the Hourly Rate total
                     and Total Burden Cost in the Case Cart
                     Preferences file and the Case Burden
                     Cost total in the Case Cart Header file.


CXB-MID-SAL-RANGE    Signed 13.4
Middle Salary Range  This field contains the middle salary
                     range for the job code. The Human
                     Resources system uses steps in the HR206
                     (Job Code Listing) to calculate the
                     minimum, mid-, and maximum ranges. Use
                     CX504 (HR Labor Import) to import this
                     value from the Human Resources system.

                     Use the Salary Range flag in CX01.1
                     (Healthcare Company) to indicate which
                     salary range (minimum, mid-range, or
                     maximum) to copy to the template or
                     case. The Case Carts system copies the
                     value to the Rate field in CX15.1
                     (Burden) when you assign a burden code
                     to the template or case.

                     The Case Carts system logic uses this
                     value to calculate the Hourly Rate Total
                     and Total Burden Cost in the Case Cart
                     Preferences file and the Case Burden
                     Cost total in the Case Cart Header file.

CXB-MAX-SAL-RANGE    Signed 13.4
Maximum Salary Range This field contains the maximum salary
                     range for the burden code. The Human
                     Resources system uses steps in the HR206
                     (Job Code Listing) to calculate the
                     minimum, mid-, and maximum ranges. Run
                     CX504 (HR Labor Import) to import this
                     value from the Human Resources system.

                     Use the Salary Range flag in CX01.1
                     (Healthcare Company) to indicate which
                     salary range (minimum, mid-range, or
                     maximum) to copy to the template or
                     case.

                     The Case Carts system copies the value
                     from the Rate field in CX15.1 (Burden)
                     when you assign a burden code to a
                     template or case.

CXB-PERCENTAGE       Percent 3.0  (Percent)
Percentage           This field contains a factor assigned
                     for additional costs such as benefits or
                     hourly rate adjustments by shift. To
                     import this value from the Human
                     Resources system, run HR206 (Job Code
                     Listing) followed by CX504 (HR Labor
                     Import). The Case Carts system uses this
                     value to compute labor costs for a case.

                     The value must equal any whole number
                     from 1 through 100.

CXB-QTY              Signed 13.4
Quantity             This field contains a units quantity
                     used to price a burden. For example, the
                     field can contain the number of units in
                     a package. Use this field only for
                     nonlabor burden types. The Case Carts
                     system uses this value to calculate the
                     Rate for Burdens tab in CX05.1
                     (Preference Template) or CX20.2 (Case
                     Detail).

CXB-AMT-PER-UNIT     Signed 13.2
Amount by Unit       This field contains the price per unit.

CXB-SCHEDULE-DESC    Alpha 30  (Lower Case)
Schedule Description This field contains the schedule
                     description. (The schedule is location
                     information assigned to a job code. The
                     data passes from the Human Resources
                     interface record or you can add it
                     manually using CX15.1 (Burden).

CXB-ACCT-CATEGORY    Alpha 5
Account Category     This field contains a valid account
                     category as defined in the Activity
                     Management system.
                     Note:  Use of the Activity Management
                     system to track and report costs
                     recorded in the Case Carts system is
                     reserved for a future release.

CXB-ACTIVITY         Alpha 15
Activity             This field contains a valid activity
                     code as defined in the Activity
                     Management system.
                     Note:  Use of the Activity Management
                     system to track and report costs
                     recorded in the Case Carts system is
                     reserved for a future release.

CXB-ATN-OBJ-ID       Numeric 12
Atn Object ID        This field contains a system-assigned
                     identifier that provides access to data
                     in related files.

CXB-STAFF-UTILIZ     Alpha 1
Staff Utiliz         1 = Surgery
                     2 = Pre-op
                     3 = Post-Op

                         CXBURDEN FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

CXBSET1   COMPANY       This index is used to access burden      CXCP.1  POIJ.1
          REQ-LOCATION  codes by Company, Requesting Location,   WH130   WH33.1
          JOB-CODE      Job Code, Schedule and Pay Grade.        WH33.2  WH33.3
          SCHEDULE                                               WH33.4  WH33.5
          PAY-GRADE                                              WH33.6  WH33.8
                                                                 WH33.9  WH34.1
                                                                 WH34.2  WH34.3
                                                                 WH34.4

CXBSET2   ATN-OBJ-ID    This index is used to access a specific
                        object identifier. Note:  Use of this
                        index  is planned for a future release.
                        KeyChange, Subset
                        Where ATN-OBJ-ID != Zeroes