After entering the cost information on the 4-2 Payable Invoice screen, a separate screen appears for posting to cost codes, and the pull down window lists ALL cost codes in the system.
Currently it's too easy to mis-code costs, then reports don't make sense. In order to enter correctly, you now have to switch back and forth between budget screen and each individual subcontract screen.
-The cost codes selction should be limited to the code in the job budget and not allow posting to codes that are not in the budget.
-When a subcontract is selected int he "Subcontract" window, the cost code selection should be limited to the codes on that subcontract only, and not allow posting to cost codes outside of the subcontract.
by: Lynn M. | over a year ago | Accounts Payable
Comments
This selection limitation should be also applied to Daily Field Reports
The cost code comment for the job costing to come from the Subcontract should also apply to the Purchase order
The same comment for the job cost code coming from the subcontract codes should apply to purchase orders too.
YES! YES YES!!!
I've used other construction software programs before where the cost code is locked into the value in the subcontract, by line item. Then when the invoice is posted its one less step to look up as well as it decreases the chance of miscoding
EXCELLENT SUGGESTION :)
Totally agree.
YES.. this is a problem. One should not have to wait until billing to find out the Cost Code was not in the BUDGET
I've suggested this probably 20 times over the past 17 years. It is just unacceptable that they have not done addressed this. I waste so much time each month while entering 100+ 4-2 subcontract invoices.
You can solve this by turning on the budget warning feature in the AP job cost window and also setting it so you cannot exceed the budget. This setting is turned on by someone with company administrator rights.
Delivered in version# 24.2.