Resolve Rejected Labor Hours and Costs

When TRACK Authorizers reject labor hours and costs during the Authorization process, a message with the subject “Allocation Rejected” is sent to Vendor Timekeepers as a TRACK Internal Message. The Vendor Timekeepers must resolve the rejected allocations to reprocess for payment.

Understand the Rejected Allocation Management Feature

There are two options in resolving the rejected allocations:

• Users can unaccept multiple rejected allocations at the Accept Labor Hours/Costs screen and can then proceed to the Allocate Labor screen to resolve each rejected allocation.

• Users can click the rejection indicator “R” to unaccept each rejected allocation and directly open the Allocate Labor screen to resolve the selected allocation.   

Resolving the rejected allocations will depend on the circumstances.

• Users can edit labor hours and extra charges.

• Users must delete the rejected allocations and re-allocate them to the new cost objects.  

• Users must click the Edit icon then click the Update icon even if changes are not required. This method will remove the “R” from the rejected allocations on the Accept Labor Hours/Costs screen.

The Filter option is available to limit the display of the rejected allocations.  

• The All option under the Filter By drop-down list is selected by default and displays all allocations.  

• The Rejected for Date Range option will display the rejected allocations for the selected dates.  

• The Rejected for Last 365 Days option will display the rejected allocations for the last 365 days.

There are two ways to view the rejection comment:  

• Users can click the labor resource name on the Accept Labor Hours/Costs screen to open the Allocation Details dialog box. The rejection comment is displayed under the Comments column.

• Alternatively, users can hover a mouse pointer over the Rejected status under the Status column on the Allocate Labor screen to display the rejection comment.

Resolve Multiple Rejected Allocations

1. After accessing TRACK, hover a mouse pointer over Allocations.  

2. Drop down to Acceptance, then select Labor to open the Accept Labor Hours/Costs screen.
   

3. Alternatively, click the Acceptance button on the Allocate Labor screen to open the Accept Labor Hours/Costs screen.

4. Select an organization from the Organization drop-down list, if applicable.

5. The All Groups option in the Group drop-down list is selected by default. Select a specific labor group from the Group drop-down list or proceed to the next step.

6. Enter a date or a date range into the From and To text boxes or select the dates from the calendars.

7. If applicable, select an option from the Filter By drop-down list to limit the display of the rejected allocations.

8. Click Go. The rejection indicator “R” is displayed on each rejected line item in the Acceptance Detail grid.

9. Start resolving the rejections by deselecting the checkboxes on multiple line items.

10. Click Accept / Unaccept Items. The selected line items for the rejected allocations are unshaded.

11. Click Labor Allocations to open the Allocate Labor screen.  

12. Alternatively, hover a mouse pointer over Allocations. Drop down to Allocations, then select Labor Hours to open the Allocate Labor screen.

13. If applicable, select a labor resource from the Resources list box to display the Rejected status for one or more allocations in the grid.  

14. Resolve the rejected allocations. The Allocated status for the re-allocation is displayed under the Status column.

15. Click the Accept / Unaccept Allocation button to accept the re-allocated items at the Allocate Labor screen.

16. Repeat the steps to resolve another rejected allocation.

Resolve the Rejected Allocation using the Rejection Indicator “R”

1. From the Accept Labor Hours/Costs screen, select an organization from the Organization drop-down list, if applicable.

2. The All Groups option in the Group drop-down list is selected by default. Select a specific labor group from the Group drop-down list or proceed to the next step.

3. Enter a date or a date range into the From and To text boxes or select the dates from the calendars.

4. If applicable, select an option from the Filter By drop-down list to limit the display of the rejected allocations.

5. Click Go. The rejection indicator “R” is displayed on each rejected line item in the Acceptance Detail grid.

6. Start resolving the rejections by clicking the “R” to unaccept the selected allocation and to directly open the Allocate Labor screen, displaying the allocation with the Rejected status under the Status column.  

7. Resolve the rejected allocation. The Allocated status for the re-allocation is displayed under the Status column.

8. Click the Accept / Unaccept Allocation button to accept the re-allocated item at the Allocate Labor screen.

9. Repeat the steps to resolve another rejected allocation.

When labor hours and costs are rejected during the Authorization process, Vendor Timekeepers will receive a TRACK Internal Message with the subject "Allocation Rejected." These rejected allocations must be resolved to reprocess for payment. After resolving the rejected allocations, the Authorization process can occur.