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Good morning Geoffrey,

Thank you, yes I do agree that this is ridiculous. Which is the exact reason I tested it early on when I started here as I was being told it was a process that needed to be done. Which is how I learned firsthand that it does prevent COs from being selected to appear on billing worksheets (BW) as well as draw requests (DR).

I also find it a little odd that you would enter a CO for a future date, when all you need to do is not select a change order to transfer to prevent it from appearing on a current billing. In our industry (cannot speak for other construction cos) when a CO is approved it usually needs to appear on the billing (regardless of whether you are billing it or not) to balance to the schedule of values (SOV) within the general contractors (GC) system.

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So to explain what the fix was that I was proposing; that is if one does not already exist, can we have a process that is part of the post billings process or a separate change all dates for active DR jobs to end of year date (EOY) to handle this automatically instead of requiring it be done manually?

My example below, shows dates I entered for billing, but prior to starting they showed 12/31/24 in both app and period to dates; which I had to manually enter in order to allow other reports to print appropriately prior to billing after posting.

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Please feel free to test on your end, maybe there is a work around that I escapes me.

Thank you,

Amy Prochaska
Accountant
J&S Masonry Inc.
425-888-0200 ext 107
www.jandsmasonry.com

Hello Amy,

Let me start out by saying 'Thanks' for responding. I have not heard of this proces being required...but let me unpack it.

Change Orders can only be transferred onto a Draw Request if their Excecution/Approval date is equal to or earlier than the Period To date.

You may have seen this message on the Transfer Change Orders to Draw Request page that states 'WARNING - Change Orders later than 'period to' date of current draw request are not shown.' Let's do an example to explain what that message means:

Assume that I am working on a March Draw Request...it just so happens that my company has already entered and approved a Change Order for April.

When I go to transfer CO's, this April change will NOT appear as it happens in the future (when looking at it from the Draw Request's perspective). That warning message will appear to let me know that something is dated 'in the future'..

But having to change the date to the end of the year doesn't make sense to me. I truly don't believe that you have to do this each and every time.

What do other folks think?

Geoff

HI Geoffrey,

After you bill, the dates in Draw Request Entry Screen (DRES) default to a current date, it has been my experience that in order to allow Change Orders to transfer and complete the next billing cycle you need to go into each Job in the DRES and change the date and period to 12/31/YY in order to move forward.

Is there a way to do this globally, without the manual entry at each screen to prep for current billing cycle?

Thank you,

Amy

I need a bit more help on this one....

The A/R Processing Dates control what can be entered here. I am not understanding why the dates need to be moved to the of the year here?

What am I missing?

Geoff