When trying to do an analysis of costs for a specific week, the materials purchased from vendors show in the history report based on the G/L posting date and not the actual Invoice date. This then gives you and incorrect total of costs for the specific timeframe. This also is an issue with the Job Productivity Report that gives you the option to run a report as a Period Type of Week-To-Date. When running that report all the Payroll and Company Owned Equipment get posted based on the actual day the work is performed but the materials purchased during that specific time frame due not show up because the actual G/L posting date typically happens a week or two later.
This something our older software (that we were forced to change because it was no longer being supported by View Point) did without issue.
Todd Ceasri
| Company | Mercer Fraser Company |
| Job Title / Role | CFO |
| I need it... | Yesterday...Come on already |
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I am trying to be able to do an analysis of costs based on production for a week at a time. We don't usually get the invoices on the same day as the materials purchased from most vendors. Therefore when entering the invoice into AP the GL date is always later which you would expect. Lets take this one step further. The "Productivity" report in Job Costs allows you to choose the Period Type as Week to Date, Month to Date, or Year to Date. How does this report help or give correct information about the productivity on installing concrete when it isn't correctly including the concrete that was used during the same week as the labor because the GL date is always later than the actual invoice date but the labor is showing based on the work date and not the check date. Technically is the GL and Job Cost out of balance for Labor because of that?
So just to make sure I am understanding this one...You want the report to recalculate and instead of using G/L date you want it to use the invoice date?
This would definitely cause the JC module to be out of balance with the G/L.
Specifically, what question are you wanting to solve with this?