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For revenue to be recognized on a Performance Obligation Contract, the Original Transaction Price on the Job Revenue Codes window must be populated the same month. |
| Table of Contents |
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Setting up and using revenue codes
- Complete the Posting Options setup.
- Create a job record.
- Add the cost codes to the job.
- Create revenue codes.
- Assign cost codes to revenue codes.
- Editing Revenue Performance Obligations
- New rules for creating change orders
- Adding Change Order Revenue Codes
- Mass updating revenue code percentagesUpdating Revenue Code Percentages
Viewing Revenue Code inquiry windows
- Viewing revenue code statusRevenue Code Status
- Viewing billed positionBilled Position
- Viewing revenue recognition summaryRevenue Recognition Summary
- Viewing revenue code history
Closing & Routines
- Closing a jobJob
- Closing a period Period or monthMonth
- Creating job revenue journal entriesJob Revenue Journal Entries
New or updated reports
These are either new or existing reports that base the Contract Earned and Over/(Under Billed) calculations on the revenue code revisions for the selected period. The new calculations are used if the Revenue Recognition method is set to Revenue Performance Obligations in Posting Setup. See Choosing posting optionsPosting Options for more information.
Dexterity Reports
- Revenue Edit List - new report that is similar to the JC POC Edit List
- Revenue Entry List - new report that is similar to the JC POC Entry List
- JC Backlog
- JC Backlog by Division
- JC Backlog Sort By
- JC Fiscal Period Costs by Division
- JC Fiscal Period Costs by PM
- JC Fiscal Period Costs by Project
- JC Job Billing
- JC Job Billing Division
- JC Job Billing PM
- JC Job Billing Project
- JC Job Schedule by Division
- JC Job Schedule Sort By
- JC Over/Under Billings
- JC Over/Under Billings by Division
- JC Over/Under Billings Sort By
- JC Profit and Loss
- JC Profit and Loss by Division
- JC Profit and Loss by PM
- JC Profit and Loss by Project
- JC Profit and Loss Summary by PM
- JC Profit and Loss Summary by Project
- JC Profit and Loss Summary by Division
- JC Job Status
- Job Schedule
- JC P & L Sort By
JC Contracts Closed (Current Year - Contracts Closed)
Note Updated JC Contract Closed which is will now be getting amounts from JC30001. This report will no longer use the global script above modified to calculate Contract Earned. The Contract Earned field in this report will now look at Billed Amount TTD in JC30001 to report Contract Earned.
SSRS Reports
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See also: |
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