Lawson Insight Technical Documentation

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CXBURDEN


                             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

AP125     AP126     AP131     AP20.1    AP20.2    AP20.3
AP20.4    AP20.5    AP20.7    AP23.1    AP25.1    AP25.2
AP26.1    AP27.1    AP30.4    API1.1    CXCP.1    IC28.1
MA180     MA41.2    MA41.7    MA43.1    MA43.2    MA43.3
MA43.9    MA530     MA531     MA60.2    MA60.3    MA60.5
MA61.1    MA66.2    MA66.3    MA67.1    MA67.2    MA70.1
MA75.1    MA80.1    MAI1.1    PO100     PO101     PO122
PO131     PO20.1    PO21.1    PO21.2    PO21.3    PO21.4
PO21.5    PO22.1    PO23.1    PO25.1    PO25.5    PO25.6
PO25.7    PO27.2    PO29.1    PO30.1    PO30.2    PO30.3
PO300     PO31.1    PO31.2    PO32.2    PO33.1    PO34.1
PO35.1    PO36.1    PO36.2    PO38.1    PO39.1    PO39.2
PO44.1    PO50.1    PO52.1    PO520     PO536     POI3.1
POII.1    POIJ.1    RQ10.1    RQ10.2    RQ10.3    RQ35.1
RQIE.1    WH130     WH132     WH190     WH20.2    WH20.7
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    WH33.1    WH33.2    WH33.3    WH33.4    WH33.5
WH33.6    WH33.8    WH33.9    WH34.1    WH34.2    WH34.3
WH34.4    WH40.1    WH40.2    WH520     WH830     WO132
WO140

FIELD NAME             DESCRIPTION/VALID VALUES                  UPDATED BY

CXB-JOB-CODE           Alpha 9
Element: 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
Element: 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
Element: 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
Element: 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
Element: 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)
Element: 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
Element: 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)
Element: 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
Element: 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
Element: Location Code 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
Element: Maximum SalaryThis 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
Element: Maximum SalaryThis 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
Element: Maximum SalaryThis 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)
Element: 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
Element: 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
Element: Act Amt       This field contains the price per unit.

CXB-SCHEDULE-DESC      Alpha 30  (Lower Case)
Element: 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
Element: Account CategoThis 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
Element: 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
Object                 This field contains a system-assigned
Identification         identifier that provides access to data
                       in related files.

CXB-STAFF-UTILIZ       Alpha 1
Element: 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      AP125   AP126
          REQ-LOCATION  codes by Company, Requesting Location,   AP131   AP20.1
          JOB-CODE      Job Code, Schedule and Pay Grade.        AP20.2  AP20.3
          SCHEDULE                                               AP20.4  AP20.5
          PAY-GRADE                                              AP20.7  AP23.1
                                                                 AP25.1  AP25.2
                                                                 AP26.1  AP27.1
                                                                 AP30.4  API1.1
                                                                 CXCP.1  IC28.1
                                                                 MA180   MA41.2
                                                                 MA41.7  MA43.1
                                                                 MA43.2  MA43.3
                                                                 MA43.9  MA530
                                                                 MA531   MA60.2
                                                                 MA60.3  MA60.5
                                                                 ...

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