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Lawson Insight Technical Documentation

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                            CXPREFJOBS FILE

                           Preference Burdens

The Preference Burdens file contains all preference list burden codes and
related information. The Case Carts system uses this file to store burden code
data for burden codes assigned to case preferences.

Burden codes originate either in the Human Resources system or the Case Carts
system. You can run the Human Resources interface programs, HR206 (Job Code
Listing) and CX504 (HR Labor Import) to import job codes, or define them in
CX15.1 (Burden). Burden is a generic term for chargeable resources other than
items, such as jobs (labor), fixed costs, depreciation of capital equipment,
and so on.

You use CX20.2 (Case Detail) to assign new burden codes or to change or
delete burden codes for a case in this file. You cannot change a record in
this file once the case is finished (status is 4 Charges Passed or 5 No
Charges). Records are added to this file by assigning a preference template to
a case using CX20.1 (Case Build) or using CX506 (HL7 Schedules Import
Interface). CX506 system logic uses each imported procedure code to determine
which template (with associated burden codes) to assign to a case.

UPDATED BY

CXCP.1    WH130     WH132     WH190     WH222     WH30.1
WH30.2    WH30.3    WH30.4    WH31.1    WH31.2    WH31.3
WH31.4    WH32.1    WH32.2    WH32.3    WH32.4    WH33.5
WH34.1    WH34.2    WH34.3    WH34.4    WH40.1    WH40.2
WH520     WH830

FIELD NAME           DESCRIPTION/VALID VALUES                    UPDATED BY

CPJ-COMPANY          Numeric 4                                   CXCP.1  WH130
Company              This field contains the company number.     WH132   WH190
                                                                 WH222   WH30.1
                                                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-REQ-LOCATION     Alpha 5                                     CXCP.1  WH130
To Location          This field contains the location            WH132   WH190
                     requisitioning items and to be charged      WH222   WH30.1
                     for the items. This location can be an      WH30.2  WH30.3
                     inventory or noninventory location.         WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                     This value appears as the to location       WH31.4  WH32.1
                     on pick lists printed when you run CX100    WH32.2  WH32.3
                      (Pick List Print) and WH130 (Pick List     WH32.4  WH33.5
                     Print).                                     WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                     Valid values are                            WH40.1  WH40.2
                                                                 WH520   WH830
                     A requesting location defined in RQ01.1
                     (Requesting Location) for the specified
                     healthcare company.

CPJ-CASE             Alpha 15                                    CXCP.1  WH130
Case                 This field contains the unique              WH132   WH190
                     identifier for the case.                    WH222   WH30.1
                                                                 WH30.2  WH30.3
                     A case is a record of the                   WH30.4  WH31.1
                     practitioners, preference lists, and        WH31.2  WH31.3
                     associated information assigned to a        WH31.4  WH32.1
                     specific patient visit.                     WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                     The case number can be used to              WH34.1  WH34.2
                     interface with an outside scheduling        WH34.3  WH34.4
                     system.                                     WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-PREF-CODE        Alpha 8                                     CXCP.1  WH130
Preference Code      This field contains the unique code to      WH132   WH190
                     identify a template.                        WH222   WH30.1
                                                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-SEQ              Numeric 3                                   CXCP.1  WH130
Sequence Number      This field contains the record sequence     WH132   WH190
                     number.                                     WH222   WH30.1
                                                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-PROC-TYPE        Alpha 8                                     CXCP.1  WH130
Proc Type            The procedure type is the first of two      WH132   WH190
                     fields that uniquely identify a             WH222   WH30.1
                     procedure. The procedure type can           WH30.2  WH30.3
                     identify the code set to which the          WH30.4  WH31.1
                     procedure code belongs.                     WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                     For example, you can use one of the         WH32.2  WH32.3
                     following codes:                            WH32.4  WH33.5
                     - CPT-4  for a code in the Current          WH34.1  WH34.2
                     Procedural Terminology listing compiled     WH34.3  WH34.4
                     by the American Medical Association         WH40.1  WH40.2
                     -HCPCS for a code in HCFA's (Health         WH520   WH830
                     Care Financing Administration's) Common
                     Procedure Coding System, or
                     - A code defined for your
                     organization's own procedures listing.

CPJ-PROC-CODE        Alpha 8                                     CXCP.1  WH130
Procedure Code       The procedure code is the second of two     WH132   WH190
                     fields that uniquely identify a             WH222   WH30.1
                     procedure.  The procedure code is an        WH30.2  WH30.3
                     identifier for a specific procedure         WH30.4  WH31.1
                     within a procedure type.                    WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-JOB-CODE         Alpha 9                                     CXCP.1  WH130
Job Code             This field contains a user-assigned         WH132   WH190
                     code that represents a type of job or       WH222   WH30.1
                     burden. You cannot change a value in        WH30.2  WH30.3
                     this file, but you can delete or add a      WH30.4  WH31.1
                     value.                                      WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                      A burden is a resource with a              WH32.2  WH32.3
                     measurable cost assigned to a case. The     WH32.4  WH33.5
                     measurable cost can be an indirect cost,    WH34.1  WH34.2
                     assigned to but not directly related to     WH34.3  WH34.4
                     a case. Examples of burden are salaries,    WH40.1  WH40.2
                     equipment, services, and indirect costs     WH520   WH830
                     such as costs for capital depreciation
                     or building management.

CPJ-SCHEDULE         Alpha 9                                     CXCP.1  WH130
Schedule             Schedule is the location information        WH132   WH190
                     assigned to a burden (job) code. The        WH222   WH30.1
                     data passes from the Human Resources        WH30.2  WH30.3
                     interface record if the information is      WH30.4  WH31.1
                     there, or the data can be entered on the    WH31.2  WH31.3
                     form by the user.                           WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                     Schedule values can include employment      WH32.4  WH33.5
                     locations for practitioners or for          WH34.1  WH34.2
                     assistants or the inventory or              WH34.3  WH34.4
                     noninventory locations of a piece of        WH40.1  WH40.2
                     equipment.                                  WH520   WH830

CPJ-PAY-GRADE        Alpha 3                                     CXCP.1  WH130
Grade                This field contains the grade of a          WH132   WH190
                     grade range schedule associated with the    WH222   WH30.1
                     job code. A grade range schedule is used    WH30.2  WH30.3
                     for wage analysis.                          WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-PRFJOB-SEQ       Numeric 3                                   CXCP.1  WH130
Prfjob Seq           This field contains the record sequence     WH132   WH190
                     number.                                     WH222   WH30.1
                                                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-BURDEN-TYPES     Alpha 1                                     CXCP.1  WH130
Burden Types         This field defines whether the burden       WH132   WH190
                     rate is an hourly rate, annual rate,        WH222   WH30.1
                     flat fee, units, rental (hourly), or        WH30.2  WH30.3
                     daily rental.                               WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                     For job codes imported from the Human       WH31.4  WH32.1
                     Resources system, this value is             WH32.2  WH32.3
                     typically A for Annual.                     WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                     When you add a preference template to a     WH34.3  WH34.4
                     case, this value typically defaults from    WH40.1  WH40.2
                     the Preference Template file. For burden    WH520   WH830
                     codes only assigned to the case, not to
                     the preference template, add this value
                     from CX20.2 (Case Detail) after you
                     build the case using CX20.1 (Case
                     Build).

                     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
                     U = Units
                     R = Rental Hourly
                     D = Daily Rental

CPJ-DESCRIPTION      Alpha 30  (Lower Case)                      CXCP.1  WH130
Description          This field contains the description.        WH132   WH190
                                                                 WH222   WH30.1
                                                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-RATE-AMT         Signed 15.2                                 CXCP.1  WH130
Rate Amt             This field contains the rate assigned       WH132   WH190
                     to the associated burden (job) code.        WH222   WH30.1
                                                                 WH30.2  WH30.3
                     This field contains a salary range          WH30.4  WH31.1
                     amount for the job code. The Human          WH31.2  WH31.3
                     Resources system uses steps in the HR206    WH31.4  WH32.1
                     (Job Code Listing) to calculate the         WH32.2  WH32.3
                     minimum, mid-, and maximum ranges. This     WH32.4  WH33.5
                     value, which can be blank, defaults from    WH34.1  WH34.2
                     the Case Cart Burden file based on the      WH34.3  WH34.4
                     Salary Range flag in CX01.1 (Healthcare     WH40.1  WH40.2
                     Company).                                   WH520   WH830

                     Use the Salary Range flag in CX01.1
                     (Healthcare Company) to indicate which
                     salary range (minimum, mid-range, or
                     maximum) to default. The value defaults
                     from the Burden file to this case Rate
                     field when a burden code is assigned to
                     the 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.

CPJ-QTY              Signed 13.4                                 CXCP.1  WH130
Quantity             This field contains a units quantity        WH132   WH190
                     used to price a burden. For example, the    WH222   WH30.1
                     field can contain the number of units in    WH30.2  WH30.3
                     a package. Use this field only for          WH30.4  WH31.1
                     nonlabor burden types. The value is used    WH31.2  WH31.3
                     by the Case Carts system to calculate       WH31.4  WH32.1
                     the Rate for the Burdens tab in CX05.1      WH32.2  WH32.3
                     (Preference Template) or CX20.2 (Case       WH32.4  WH33.5
                     Detail).                                    WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                     The value must be greater than zero (0)     WH40.1  WH40.2
                     if the burden type is Units.                WH520   WH830

                     If not provided, defaults to zero (0).

CPJ-PERCENTAGE       Percent 3.0  (Percent)                      CXCP.1  WH130
Percentage           This field can contain a factor             WH132   WH190
                     assigned for additional costs such as       WH222   WH30.1
                     benefits or hourly rate adjustments by      WH30.2  WH30.3
                     shift. This value defaults from the         WH30.4  WH31.1
                     Template Burdens file when you assign a     WH31.2  WH31.3
                     valid preference template to the case or    WH31.4  WH32.1
                     you can assign a unique burden code with    WH32.2  WH32.3
                     this percentage for the case. When a        WH32.4  WH33.5
                     template is assigned to the case, the       WH34.1  WH34.2
                     Case Carts system uses this value to        WH34.3  WH34.4
                     compute labor costs for the case.           WH40.1  WH40.2
                                                                 WH520   WH830
                     The value must equal any whole number
                     from 1 through 100.

                     If not provided, default to zero (0).

CPJ-OVERRIDE-FL      Alpha 1                                     CXCP.1  WH130
Override Fl          Select a cost range value that the Case     WH132   WH190
                     Carts system uses to automatically          WH222   WH30.1
                     override the existing cost range for the    WH30.2  WH30.3
                     burden. (Cost (salary) ranges consist of    WH30.4  WH31.1
                     minimum, mid-range, and maximum salary      WH31.2  WH31.3
                     amounts. For example, at one company a      WH31.4  WH32.1
                     minimum cost range might be $20,001 to      WH32.2  WH32.3
                     $25,000. A mid-range cost range might be    WH32.4  WH33.5
                     $25,001 to $30,000. A maximum cost range    WH34.1  WH34.2
                     might be $30,001 to $35,000.)               WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                     Defaults to 4 (None) if not provided.       WH520   WH830
                     1 = Min
                     2 = Mid
                     3 = Max
                     4 = None

CPJ-EFF-DATE         Numeric 8  (yyyymmdd)                       CXCP.1  WH130
Effective Date       This field defines the effective date       WH132   WH190
                     for the burden.                             WH222   WH30.1
                                                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-ACTIVITY         Alpha 15                                    CXCP.1  WH130
Activity             This field contains a valid activity        WH132   WH190
                     code from the Activity Management           WH222   WH30.1
                     system.                                     WH30.2  WH30.3
                     Note:  Use of the Activity Management       WH30.4  WH31.1
                     system to track and report costs            WH31.2  WH31.3
                     recorded in the Case Carts system is        WH31.4  WH32.1
                     reserved for a future release.              WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-ACCT-CATEGORY    Alpha 5                                     CXCP.1  WH130
Account Category     This field contains a valid account         WH132   WH190
                     category as defined in the Activity         WH222   WH30.1
                     Management system.                          WH30.2  WH30.3
                     Note:  Use of the Activity Management       WH30.4  WH31.1
                     system to track and report costs            WH31.2  WH31.3
                     recorded in the Case Carts system is        WH31.4  WH32.1
                     reserved for a future release.              WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-ORIGIN-ID        Alpha 2                                     CXCP.1  WH130
Origin Id            This field contains a valid system          WH132   WH190
                     identifier for the Case Carts system        WH222   WH30.1
                     where the burden data originated.           WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                     For example, HR would indicate that the     WH31.2  WH31.3
                     data came from the Human Resources          WH31.4  WH32.1
                     system.                                     WH32.2  WH32.3
                     HR = Human Resources system                 WH32.4  WH33.5
                     CX = CX15.1 (Burden)                        WH34.1  WH34.2
                     TM = CX05.1 (Preference Template)           WH34.3  WH34.4
                     CS = CX20.1 (Case Build)                    WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-STAFF-UTILIZ     Alpha 1                                     CXCP.1  WH130
Staff Utiliz         1 = Surgery                                 WH132   WH190
                     2 = Pre-op                                  WH222   WH30.1
                     3 = Post-op                                 WH30.2  WH30.3
                                                                 WH30.4  WH31.1
                                                                 WH31.2  WH31.3
                                                                 WH31.4  WH32.1
                                                                 WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJ-ATN-OBJ-ID       Numeric 12
Atn Object ID        The system-defined object id
                     representing the Activity Management
                     commitment.

                         CXPREFJOBS FILE INDEX

NAME      KEY FIELDS    DESCRIPTION / SUBSET CONDITION           USED IN

CPJSET1   COMPANY                                                CXCP.1  WH130
          REQ-LOCATION                                           WH132   WH190
          CASE                                                   WH222   WH30.1
          SEQ                                                    WH30.2  WH30.3
          JOB-CODE                                               WH30.4  WH31.1
          SCHEDULE                                               WH31.2  WH31.3
          PAY-GRADE                                              WH31.4  WH32.1
          PRFJOB-SEQ                                             WH32.2  WH32.3
                                                                 WH32.4  WH33.5
                                                                 WH34.1  WH34.2
                                                                 WH34.3  WH34.4
                                                                 WH40.1  WH40.2
                                                                 WH520   WH830

CPJSET2   ATN-OBJ-ID    KeyChange, Duplicates, Subset
                        Where ATN-OBJ-ID != Zeroes

                         CXPREFJOBS FILE RELATIONS

ONE TO ONE RELATIONS


RELATION       RELATED
 NAME           FILE        INTEGRITY RULES / FIELD MATCH

Cxburden       CXBURDEN     Not Required

                            CPJ-COMPANY         -> CXB-COMPANY  (CXBSET1)
                            CPJ-REQ-LOCATION    -> CXB-REQ-LOCATION
                            CPJ-JOB-CODE        -> CXB-JOB-CODE
                            CPJ-SCHEDULE        -> CXB-SCHEDULE
                            CPJ-PAY-GRADE       -> CXB-PAY-GRADE

Cxcasepref     CXCASEPREF   Required

                            CPJ-COMPANY         -> CXP-COMPANY
                            CPJ-REQ-LOCATION    -> CXP-REQ-LOCATION
                            CPJ-CASE            -> CXP-CASE
                            CPJ-SEQ             -> CXP-SEQ