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You may, however, want to continue posting costs to excluded jobs when applicable; costs and billing information can still be updated for these jobs, and a closing jobs journal entry will still be created for a job that is excluded from POC, but we recommend setting up a separate division if you are posting costs for these jobs.

Setting up a non-POC division

Jobs that are excluded from POC do not appear on the POC edit list; if you do not post costs for these jobs to a separate division with separate accounts, the totals on the edit list will not match the WIP balances in the General Ledger. In addition, non-POC jobs are not included in the POC entry; when the posting journal clears WIP amounts to the income statement, a balance from the non-POC jobs will remain in the WIP accounts.

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Example: A fixed asset job tracks costs for an asset but does not bring in revenue. Setting up a division that uses the same accounts for posting costs, recognizing revenue, and closing jobs shows that the costs posted to this and other non-POC jobs in the division will remain in the same accounts, as there is no revenue being recognized.

Setting up the job to exclude from POC/RPO

Once costs or billings have been posted to a job, you cannot change the option to exclude the job from POC or RPO.

  1. Choose Cards > Job Cost > Job to open the Job Maintenance window, and complete the necessary fields to create a new job.
  2. Choose the appropriate Division for the type of excluded job you are creating. You do not need to use a non-POC /RPO division if you are creating a template job that will not have posted costs.
  3. Mark the Exclude from POC/RPO  check box  checkbox. The check box checkbox displays if you are using the POC or RPO revenue recognition method.
  4. Choose Save.

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