Review Transactions

Explanation

This activity is used to review the transactions after Job Cost Calculation is run.

When all details are created through the Job Cost Calculation, the amounts will be summarized, and the source transaction will be updated. In Project transaction the Internal Amount will be updated and in Work Task Transaction the Total Cost is updated. There is a column called "Job Costing Updated" at the transaction, which indicates that the Internal Amount/Total Cost is updated with the sum of the job cost details. The value in this column can be the following:

• N/A: This will be the value for all transactions where Job Rate Management is not applicable, for example if the employee is connected to an Employee Category which is not using Job Rate Management. If the basic data is changed to include or exclude transactions that was previously not, the change will only be valid for the transactions that are created after the change, i.e. no backward update will be done.
• No: This will be the value for the transactions that wasn't yet included in any Job Cost Calculation but will be considered when the calculation is started.
• Yes: This will be the value of all transactions that was included in the job, and where the details are created without any conflicts.
• Error: This will be the value for all transactions that was included in a calculation, but where the details couldn't be created due to conflicts. For example, if the employee didn't have any valid Rate Agreement connected. More information about any conflict can be found in the Job Cost Calculation Log. Here the user can get information on any actions needed to have the details created correctly.

If Job Cost Details exists, it is not possible to change the internal price directly on the project transaction. If any changes need to be done to the Internal Price, the user instead must add manual job cost details.

Any price adjustment or overhead cost will be added upon the updated Internal Price or Total Cost. For project transaction where no job cost details are created, a change of the price adjustment triggers an update of the internal price according to the existing price list. This update is not done for transactions with existing Job Cost Details, which also means that the details won't be deleted and recalculated.

Prerequisites

None

System Effects

None

Pages

Project Transactions
Work Task Transactions

Activity Diagrams

Calculate and Review Job Costs