Articles List

Outstanding Issues

Video 1612

Change to check original records for preprocessing. Click preprocess button and it creates 2 records 1 an exact reversal 2 an add back in

14:00 Post a full balancing set at a time.

Don’t enable the post button unless the checked records balance Put the record # of the new one in the note field of the original one Post to lgrtrn (new record), lgtnln ($1 debit, 1$ credit) Question: When posting the balancing $1 trans in lgtnln, what account and subacct do I use? Ans: Must be one of the direct expense accounts - get 1st one form lgrset

14:30 multistep process

  1. Pull a set of job cost records by date range - Done
  2. User checks the boxes of the ones they want to reverse
  3. Press the “Pre-process” button (Post to sage button is disabled)
  4. Put the newly created records into a zoom table (Not Done) Create a ref record# column to keep track of the original record number that the new record ties back to
  5. After posting, put original JC rec# in notes field of the 2 new ones
  6. In custom table have a ref# column that refers back to the original JC rec#, even in the original records. Ideal for sorting

21:10 – Type column

1-Original, 2-Reverse, 3-Add

24:21 – Change name of app to Auto Adj JC JE

24:44 – Create option group to load from sage or load from the custom table

25:50 – When loading from the backend table the date range applies to the date processed

26:00 – Backend table is populated with the original record, the reversal and the add back in records

Backend table has an adjustment date column

27:45 – original JC record in sage has the rec Type column in the note field

Say AutoAdj=orig jobcst.recnum ~ balancing jobcst.recnum

32:30 – create a whole new lgrtrn, lgtnln and JC set

Vid 1572 - Orig Specs Automate JC Adj

New app Runs from the 01-03 screen Show a range of job cost records - Done Show a range of job cost records (similar to date range) at the top of the screen with a load button - Done

Take the current grid ad add a set of “New” values which default to the current values Move the combo boxes out of the current value fields and put them on the new value fields: paytyp, eqptyp, eqpcst unit Move the ACBoxes out of the current value fields and put them on the new value fields: Empful_New, vndful_new, eqpful_new,
RecordsBel inserted into

Vid 1557

40:57 Only source 1,2,3,4

If not those sources, don’\t load app, message