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Kimberly Onnen

Kimberly Onnen

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Case #Description
JC-41Users can now view the Billed Amounts for a specific job on a project. On the Project Invoice Entry window, focus on a job line. Select the arrow to the right of Remibursable Reimbursable to open the Project Billing window. Select the newly hyperlinked Retention Due label to open both the Billed Position and Billed Amounts window.
JC-249

The Job Cost Notes window has been updated to include the Created User, Modified User, and Last Changed date and time. The Note Index field has been renamed to Subject and the Author field has been renamed to Current Owner.

JC-263

The Job Cost Status inquiry window now displays an Unposted Costs column to display unposted cost transactions that are saved in a batch where costs are assigned to a cost element for the job. Select Unposted Costs to open the new Unposted Cost by Job window to display unposted cost by job. You can zoom to the originating entry window by selecting the transaction number row and then selecting Transaction Number or Batch Number in the column header. Users have the option to print a new Job Unposted Cost report. See Job Unposted Cost in the Reports guide for a screenshot of the report. The Job Status report has been updated to include unposted costs. See Viewing Unposted Costs.

Note

Service call costs within Service Management will not be displayed in Job Cost as unposted costs until such time as the costs are transferred to the job or the job has been billed.


JC-331We've added the ability to search for a job in the Job Close window. To use the search, under Filters, mark the new Job radio button to enable to search field. You can enter a specific job number or use the lookup button to open the Job Lookup window. In the Job Lookup window, double-click or click and then click Select. The job displays in the Available to Close section if it can be closed.
JC-332The Project Status inquiry window now displays an Unposted Costs column to display unposted cost transactions that are saved in a batch. Select Unposted Costs to open the new Project Unposted Cost by Job window to display unposted cost by job for the project. To view additional job information, you can select the job row and then zoom to the Job Status window by selecting the Job Number header. The Project Status report has been updated to include unposted costs. See Project Status in the Reports guide for a screenshot of the report. The Project Status report now includes the unposted cost information.
JC-366In the Job Close window, the discount applied to a job is now included in the amount applied so that the job can be closed as expected.
JC-375

The Jobs List window, accessed from the Job Cost navigation list, has been updated to open the .Net Close Jobs window with the jobs auto-populated. If you've marked any jobs in the Job List window and then select the Close Jobs button, the jobs available to be closed will be marked in the Close Jobs window.

Note
If you have a saved schedule, you will be prompted to select Yes to load the saved schedule and also add the jobs marked in the Job List or No to clear the saved schedule and only mark the jobs from the Job List window.


JC-376

We've updated the messaging in the Job Close window to help identify when not all jobs selected were closed. When the Close Jobs button is selected, users may receive one or more of the following messages:

  • If a batch is created: “Batch Number XXX was created!”
  • If a batch is not created but ALL selected jobs were closed: “The close job process is complete.”.
  • If a batch is not created but not ALL selected jobs were closed: “The close job process is complete. X of XX selected jobs closed.” This message will show you the number of jobs closed out of the total number selected. The user would have to view the Jobs Not Available list to see why.
  • None of the jobs closed: “None of the selected jobs were closed. Review the (Not Available to Close) grid or report for the reasons why each job is not available.”
JC-385When a contract amount is changed, the date, time, and user ID are now inserted into the JC00114 table.
JC-390We've updated the error message that displays when recreating a summary that will change historical data for the jobs. Note that the Recreate Summary utility is on a secure menu that requires a password.

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