The Budget Entry Workbench in Coins ERP+ Job Status allows for the input of At Complete and To Complete values. This functionality also lets you set the Budget Input Method to Qty (Hours) on more than one Category when the Cost Code/Category version of the Workbench is used.
In addition, the Billing Item field on the Cost Types and Cost Code maintenance screens has been relabeled as SOV Item ID.
Standard Cost Types
The Standard Cost Types function is found in Job Status > Setup > Setup Maintenance. It allows you to configure the Cost Type Budget Input Method and Rate Source at either the Cost Type level (JC/USECCCAT set to Not Used) or the Cost Type Category level (JC/USECCCAT set to Used or All).
Standard Cost Types Browse
The Standard Cost Types browse screen includes Multi (multiple update) and Bulk (bulk update) buttons at the bottom of the screen (see Multi and Bulk Buttons).
Multi and Bulk Buttons
Also, if JC/USECCCAT is set to Not Used, the columns Budget Input Method and Rate Source can be shown on the screen (see Standard Cost Types Browse).
Standard Cost Types Browse
Standard Cost Types Update Screen
When you select a Cost Type from the Standard Cost Code Maintenance screen, you are taken to a Cost Types Update screen containing three separate tabs, as shown in Standard Cost Types Update Screen.
Standard Cost Types Update Screen
Cost Type Details Tab
When you select the Cost Type Details tab on the Cost Types Update screen shown above, the properties for that tab are displayed, as shown in Cost Type Details Tab.
Cost Type Details Tab
Field Definitions (Selected Fields)
Budget Input Method
If JC/USECCCAT is set to Not Used, the Budget Input Method field is shown on the Cost Type properties screen (see Cost Type Details Tab). This field has four options:
None
Value
Hours Input (labeled as Hours in previous versions)
Quantity Input (labeled as Quantity in previous versions)
If a specific Category has been set up, the following two options are also shown on this field:
Hours Based
Quantity Based
Note: Both of these input types can be placed on numerous categories.
[Enter by]
This unlabeled field is found to the right of the Budget Input Method field. It has the following options, as shown in Budget Input Method (JC/USECCCAT=Not Used):
At Completion (the default)
To Complete
This field is disabled when Budget Input Method is set to None.
Budget Input Method (JC/USECCCAT=Not Used)
Forecasting tab
Since the screen layout of the Forecasting tab was too wide, the following changes were made (as shown in Forecasting Tab Layout):
The Calculated Cost At Completion fields are combined with Estimated Cost At Completion into a single Cost At Completion layout.
The Budget Input layout has been moved down and spanned to full page width.
Enter By fields are available on the Budget Input layout.
Forecasting Tab Layout
Field Definitions (Selected Field)
Enter By
This field is found to the right of the Method field. It has the following options, as shown in Budget Input Method (JC/USECCCAT=Not Used):
At Completion (the default)
To Complete
This field is disabled when Method is set to None.
Cost Code Maintenance
The Cost Codes function is found in Job Status > Jobs > Cost Code Maintenance with WBS tab. It allows you to configure the Budget Input Method and Rate Source overriding the Cost Type settings. This can be done at either the Cost Code level (JC/USECCCAT set to Not Used) or the Cost Code - Category level (JC/USECCCAT set to Used or All).
Browse Screen
The Cost Code Maintenance browse screen includes Multi (multiple update) and Bulk (bulk update) buttons at the bottom of the screen (see Multi and Bulk Buttons).
Multi and Bulk Buttons
Also, if JC/USECCCAT is set to Not Used, the columns Budget Input Method and Rate Source can be shown on the screen (see Cost Code Maintenance Browse).
Cost Code Maintenance Browse
Main Tab
When you open a Cost Code from the Cost Code maintenance browse screen (see Cost Code Maintenance Browse) and then click the Main tab, the properties for that tab are displayed, as shown in Cost Code Main Tab.
Cost Code Main Tab
Field Definitions (Selected Fields)
Budget Input Method
If JC/USECCCAT is set to Not Used, the Budget Input Method field is shown on the Main tab of the Cost Code Maintenance screen (see Cost Code Main Tab). This field has four options:
None
Value
Hours Input (labeled as Hours in previous versions)
Quantity Input (labeled as Quantity in previous versions)
If a specific Category has been set up, the following two options are also shown:
Hours Based
Quantity Based
[Enter by]
This unlabeled field is found to the right of the Budget Input Method field. It has the following options, as shown in Budget Input Method (JC/USECCCAT=Not Used):
At Completion (the default, which comes from the Cost Type)
To Complete
This field is disabled when Budget Input Method is set to None.
Budget Input Method (JC/USECCCAT=Not Used)
Forecasting Tab
When you open a Cost Code from the Cost Code maintenance browse screen (see Cost Code Maintenance Browse) and then click the Forecasting tab, the properties for that tab are displayed, as shown in Forecasting Tab.
If JC/USECCCAT is set to Used or All, Cost Code Budget Input Methods on this screen can be configured for each Category.
Forecasting Tab
Field Definitions (Selected Field)
Enter By
This field is found to the right of the Method field. It has the following options, as shown in Budget Input Method (JC/USECCCAT=Not Used):
At Completion (the default)
To Complete
This field is disabled when Method is set to None.
Create Cost Codes Processing
Auto Generate Cost Codes
When a new Cost Code is created by the Create Cost Codes process, any Enter By field on the new Cost Code is assigned from the Enter By field on the Cost Type used for creating the Cost Code.
Automatic Cost Code Creation
A Cost Code can be created automatically during either of the processes listed below.
During user input from various areas, such as: Job Contract Manager Change Request Resource input when parameter SV/VOAUTOCH is set to Y.
During XML Spreadsheet processing (load Change Request Items / Resources). Processing will be modified consistently.
Regenerate Cost Code Data
The Main tab of the Cost Code Data utility in Job Status > Administration > Rengerate Data has a Budget Enter By checkbox, as shown in Budget Enter By Field. If this field is checked, selected Cost Codes are updated from the Cost Type.
Budget Enter By Field
Generate Cost Code - Category Data
Budget Input Enter By options are copied to Cost Code – Category records created by the Generate Cost Code – Category Data report utility. Any further updates in the Cost Code Enter By fields are automatically reflected in the Cost Code – Category records.
Cost Code Billing Item Label
The label for the Cost Code Billing Item field (jcc_svitemid)[1..6] is labeled SOV Item ID in the areas discussed below. This field is used to link any SOV Items to the Cost Code for Cost Based Billing purposes.
If parameter JC/CATCCBOQ is set to N, a Billing Item field labeled SOV Item ID field appears on the Main tab of the Cost Code properties. The label of this field is supported by a Lookup that uses a standard Item ID label.
If parameter JC/CATCCBOQ is set to Y, the SOV Item ID field is suppressed on the Main tab of the Cost Code properties. Instead, the Billing Items section that has been relabeled as SOV Item IDs is used as the tab option.
Input Budget Workbench
Labels pertaining to the Budget Input Method are found in the Input Budget Workbench in Job Status > Input > Memos,Budgets,Allowances.
Enter By Column
A read-only Enter By column is available for both Cost Code and Cost Code - Category versions, as shown in Enter By Column. Its value is filled in based on Budget Input Method Enter By data (see Section Standard Cost Types and Section Cost Code Maintenance for more information).
Enter By Column
Budget Input Browse Filters
The bottom of the Budget Input Workbench browse screen contains filters that pertain to Budget Input.
The Named Filter (By Method) includes Hour and Qty options, as shown in Hour and Qty Filters.
Hour - use to show Hours Input and Hours Based rows.
Qty - use to show Qty and Qty Based rows.
Hour and Qty Filters
A Named Filter (Enter By) (see Named Filter) can be found at the bottom of the screen. It contains the following options:
All
At Completion
To Complete
Named Filter
Budget Input Browse Actions
Enter At Completion and Enter To Complete browse actions that are available at the bottom of the Budget Input Workbench browse screen (see Browse Actions) can be applied to selected rows (single or multiple rows). They can be used for both Cost Code and Cost Code – Category versions of the Budget Input.
Browse Actions
Enter At Completion
When selected, this action does the following:
Enables Cost At Completion input; disables and recalculates Cost To Complete.
Enables Qty At Completion or Hours At Completion as per Budget Input Method value; disables and recalculates corresponding To Complete figures.
Enter To Complete
When selected, this action does the following:
Enables Cost To Complete input; disables and recalculates Cost At Completion.
Enables Qty To Complete or Hours To Complete as per Budget Input Method value; disables and recalculates corresponding At Completion figures.
Budget Input Methods on Cost Code – Category Browse
If parameter JC/USECCCAT is set to All or Used, the Budget Input Workbench allows Cost, Hours, or Quantity to be entered at the Cost Code – Category level. The options introduced in the Budget Input Method (as discussed previously in this documentation) can be used on the Cost Code / Category version of the Workbench to determine the base for Cost To Complete / At Completion calculations, as specified in the sections below.
NOTE: The Input fields can only be opened when the budgets are forecasting budgets.
Hours, Quantity Rows Input
Cost Code / Category rows with the Budget Input Method options Hours Input and Qty Input are processed as follows:
If Hours are changed on a Category set up as Hours Input, all Cost Code categories (rows) are found using the Hours Based input method. The Hours on those rows are then synchronized with the current row as per the Enter By option. The Budget Rate is retained, and both Cost To Complete and At Completion are recalculated.
If a Quantity is changed on a Category set up as Quantity Input, processing is the same for all Qty Based Cost Code / Category rows.
Hours Based, Quantity Based Rows
Rows configured for Hours Based or Quantity Based Methods cannot update the Hours and Quantity fields. Processing is as follows:
Cost values are recalculated after the Rate is changed using Hours (Qty) found on the row. If Cost values change, the Rate recalculation also uses stored Hours (Qty).
When an Hours Based (Qty Based) row is saved, a new Cost value is stored in the Budget. Hours (Qty) is skipped (a change is only done from the Hours (Qty) Input “base” record saved).