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View Patch #50.036.005
Description
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Bug
Enhancement
Other
02571 -
Allow entering journal entry date when revising work order costing.
Enhancement Description:
We occasionally recost work orders that are tied to projects to move them from Capital to Expense or vice-versa. Our internal SOP for doing that (changing to a Project) is as follows: 1. Revise the Work Order costing from expense to the new capital Project a. Open 4Site - Maintenance -Work Orders b. Select File - Open Work Order - enter WO#, click on "Build List" c. Select the work order and click on Open d. Select File - Revise WO Costing e. In the "Revised Costing" section, select the "Cost Type" dropdown and change it to "Project" f. In the "Cost Code: section, click on the lookup button, find and select the new Capital project and click on "OK" g. Verify that the "Project Account" changes appropriately to the desired account h. Review the detail, and click on "Post" i. The resulting Journal Entry can be viewed in the Accounting Journal Entries application This works very well, but the resulting journal entry (which is quite large) always gets dated to the current period (and date). Is there a way to Revise WO Costing and specify a date for the entry? I realize that there would have to be some constraints such that the revision date does not go back prior any of the activity itself.
Solution:
Programmed as required. A new code entry WOJVTRNYN controls whether the current date is used or the user is allowed to enter an effective transaction date.
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