1. Job Cost Implementation Guide
  2. Changing the Draw Status

Changing the Draw Status

You can change the draw status on an individual transaction or for all the of the transactions for the job that are assigned the same draw number. The draw status that you assign must be set up in user-defined code (UDC) table 51/DR. The system provides these statuses for you:

  • Blank: Clear the draw status when you want to exclude the draw transaction from the draw report. The system clears the Draw Number and Draw Date fields when you assign this value. To reassign the transaction to another draw, complete the draw number and date, and change the status to a value other than blank.

  • 1: The system automatically assigns this value when you run the Draw Generation program. Assign this status when you want to include the transaction on the draw report.

  • H: Assign this status to hold the transaction for a future draw. The system does not include the transaction on the draw report for the draw number specified; however, the system retains the values in the Draw Number and Draw Date fields.

  • N: Assign this status to indicate that the transaction is not fully paid. The system includes the transaction on the draw report.

  • X: Assign this status to exclude the transaction from the draw report. You can assign this value to indicate that you never intend to include the transaction in a draw. The system retains the values in the Draw Number and Draw Date fields for audit purposes.

If necessary, you can set up additional statuses in UDC 51/DR. The system includes transactions for additional statuses on the draw detail report.

You use the Draw Revisions form to change the draw status of an individual transaction. To change the status on all of the transactions for the draw and job number, select Draw Status from the Row menu on the Work With Draws form. The system displays Draw Status Update form, on which you can enter a new draw status. Additionally, you must select the Update check box. If you are updating the status from blank to another value, you must also complete the New Draw Number and New Draw Date fields.