Currently, all job costs are created from the "job costs window". Unfortunately, the descriptions on the A/P invoice lines and inventory allocation lines have to be re-keyed into the job costs window if information such as part descriptions or part numbers want to be preserved in the costs window.

I think the problem could be fixed by adding three columns to the A/P invoice and inventory allocation tables: Job, Phase, and Work Order. When the user enters the information in these fields, the generated job cost records could use information like part numbers and descriptions. Then on T&M invoices, customers would actually see the parts and descriptions of what they are paying for.

For this reason, our company does not use the T&M billing feature - it isn't specific enough. Adding this functionality would provide better reporting capabilities and would only require three columns to be added to the A/P invoice lines and Inventory Allocation Lines Tables. In addition, if a part number column was added to the Job Cost table, it could also provide functionality with parts.

The job costs window could be kept, but if the new columns were completed on the inventory allocation lines/A/P invoice lines, this would override the defaults of the job costs window and put the more specific information into the job costs.

by: Ryan B. | over a year ago | Project Management