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Work In Progress Report - JC
Make the following menu selections to display this tab:
Job Cost—Reports—Job Cost Reports—Work In Progress
Use this page to print the Work In Progress report.
This report can be printed as part of a Series
of Reports.
Report Description
The Work in Progress report prints for all currently
selected EntitiesCompanies
in EntityCompany
ID order. It is used to reconcile job costs and billings to the General
Ledger.
You can include open, closed, or both open and closed
jobs on the report as well as ranges for Job, Phase, and Cost. You can
include all or some cost categories, all or some cost activities using
user-specified dates, and choose how to print totals: only Job totals,
Job and Phase totals, or Job and Phase totals plus cost activity detail.
You can print Job-To-Date costs and billings, allowing
you to compare these costs and billings to completed work.
You can print Year-To-Date costs and billings, allowing
you to compare costs and billings to expense and revenue accounts for
the year.
Other options allow you to report detailed costs for
specific time periods: current and future accounting period, a date range,
or not to print cost information.
NOTE that this
report should be printed during the end-of-month procedure. You should
print the report before the month is closed so that you can review Job
Cost balances with General Ledger accounts.
Accounting personnel should file reconciling copies of
the report with other month-end records.
To Print the Report
Refer to Job Costing
Reports Questions or the Reports Questions
Matrix for more information about the questions.
- From the Job Cost
menu, select Reports—Work
In Progress.
- Click Select
EntitiesCompanies.
Select the entitiescompanies
for which you want to print the report and click Save.
- From
the Cut
Off Date field, use the
to select a date, if desired. The default cut off date is the future date
of 12/31/9999.
- Select an option
for Include Jobs.
Options are: Open and Closed (default), Open, Closed.
If you select Closed, enter From and Thru dates in the new fields that
appear.
- (Optional) For the various From and Thru
fields (for Job,
Phase, and Cost), use the Lookup icon
for each field
to enter a starting and ending entry for the range.
To run the report for only one Job, Phase, or Cost Type, select the
same entry for the From and Thru fields.
- Select check boxes
for all cost
categories you want to include on the report. Options include:
All (default), Admin, Labor, Equipment, Material, Subcontract, Other.
- At Include
which cost activities, select an option:
All (default), All activities with postings between, Only activities
with postings between.
- Select a printing
format for the report:
Job totals, phase totals, and cost activity detail (default)
Job totals only
Job totals and phase totals
Job totals and cost activity detail.
- At New
page for each job - default is unchecked. Check the box if you
want to print a new page for each job.
- At Include
which cost information, select an option:
Job-To-Date (default)
Current Accounting Period
Future Accounting Period
Year-To-Date
None
Date Ranges
If you select Date Ranges, enter From and Thru dates in the new fields
that appear.
- At Select
jobs by code - When checked, a list of User Codes with Lookups
appear so that you can select one or more active Job Cost User
Codes to report on. Refer to the list of Default
User Code labels for Job Cost for more information.
- At Include
unapproved transactions - Check the box to include unapproved transactions
in the report. Uncheck to report on only approved transactions.
- Select one of the
following report printing options:
- PDF
Format: Print the report in PDF format for use in a PDF viewer,
such as Acrobat.
- Create
Spreadsheet: Prints the report in an Excel spreadsheet.
- Click Print.
If you selected Create Spreadsheet, you are prompted to open or save the
report Excel file. Otherwise, the report opens in PDF format.
See
Also
Reports
Introduction