Job Costing Change Orders

Problem

Job Costs are over by a Change Order amount.
Also, Change Order items for T&M projects are showing up in both Billing>Change Orders and Billing>T&M.

Diagnosis

Cost transactions (Material Purchases, Subcontractor Costs, etal.) that are linked to a Change Order are being job costed separately from the Change Order and therefore doubling the amount job costed.
In addition, T&M project billing is being messed up by this. The Change Order itself is billing properly, but the linked items are also billing as part of the T&M billing.

Solution

1) In Options>Preferences>Data Entry under Required Data Entry, disable "Require Job Accounts?" (no x in the box).
2) Generate a Change Order as usual and post.
3) In the Cost transaction(s), fill in data as usual but after selecting the project in the Job clairvoyant, highlight and delete the name.
4) Continue filling in data, esp. the Apply To and Transaction fields. Post.

NOTE-- Since the Draw Schedule and Progress-based billing types have pre-set billing independent of actual costs in Goldenseal accounting software, their billing is not affected, but their job costing is.

Comments

This problem is fixed in newer versions of Goldenseal job costing software.

Entered 6/6/01 by Gor.