Specifying Job and Billing Data to View
To specify job and billing data to view:
Access the Work with Project Status Inquiry form.
Form Name
Form ID
Navigation
Work with Project Status Inquiry
W51X0200A
Use one of these navigations:
Project Status Inquiry (G5114).
Project Status Inquiry (P51X0200).
Project Status Inquiry (G5114).
Project Status Inquiry View (P51X0310).
Select the record to view.
On the Work with Project Status Inquiry form, complete these fields on the Display tab:
- Job
Specify the job number for which you process records. Alternatively, you can specify a job in the QBE line or in an enhanced query. If you do not specify a job, the system includes all jobs in the data selection.
- Project
Specify the project number for which you process records. Alternatively, you can specify a project in the QBE line or in an enhanced query. If you do not specify a project, the system includes all projects in the data selection.
- Company
Specify the company for which you process records. Alternatively, you can specify a company in the QBE line or in an enhanced query. If you do not specify a company, the system includes all companies in the data selection.
- Subledger
Specify the subledger to use for data selection. If you do not specify a subledger, the system includes all subledgers in the data selection.
- Subledger Type
Specify the subledger type to use for data selection. If you do not specify a subledger type, the system includes all subleger types in the data selection.
- Column Layout
Verify that the column layout that you want to use appears in the Column Layout field.
You can specify a default column layout in the Column Layout processing option. If you complete the Column Layout field, the system includes the column names that are associated with the column layout on the Columns 1–20 and Columns 21–40 tabs.
Completing the Column Layout field is optional. If you do not complete this field, you must enter at least one column name on the Columns 1–20 or Columns 21–40 tabs.
- Account Range Name
Select an account range name to limit the display of records to the account range specified in the range. You set up account range names in the Project Status Inquiry Account Ranges program (P51X100).
Select one of these date options:
- Inception to Date
Select this option to view job or project accounts through the period and year or date that you specify. When you select this option, the system includes the balance forward amount from the previous year.
- Year to Date
Select this option to view job or project accounts through the period and year or date that you specify.
- Period
Select the Period option to view records for the date range that you specify.
Select the Period/Date check box to enable the Thru Period and Thru Fiscal Year fields in which you enter the thru period and thru fiscal year for the Inception to Date and Year to Date options, or to enable the From Period, From Fiscal Year, Thru Period, and Thru Fiscal year fields for the Period option. Clear the Period/Date check box to enable the Thru Date field for the Inception to Date and Year to Date options, and enable the From Date and Thru Date fields for the Period option. The dates in the from date and thru date fields apply to only the AA and AU ledgers. All other ledger amounts are retrieved for the period of the specified date.
See Dates and Periods.
Select a value from the G/L Posted Code field to specify the account records to retrieve for the AA and AU ledgers. The values that you specify for the date options also affect how the system retrieves account values.
See G/L Posted Code.
Values are:
Posted
Unposted
All
Select a value from the Summarize by list. You must select an option.
You can summarize and re-summarize on the Project Status Inquiry form using the same values as those listed here.
Values are:
Job
Project
Company
Job Category Code
When you select this value, the system displays the Category Code list from which you select the specific job category code to use for summarization.
Supervisor
Owner Address
Address Number 1
Address Number 2
Address Number 3
Address Number 4
Address Number 5
State
Contract type
Account Category Code
When you select this value, the system displays the Category Code list from which you select the specific account category code to use for summarization.
Alternate Cost Code
See Summarization.
Select a value from the Sequence by list. You must select an option. Values are:
Cost Code/Cost Type
Cost Type/Cost Code
See Cost Sequences.
In the As If Currency Code field, enter the currency code to use when generating records in as if currency. This field is optional.
The system processes account records in as if currency for only the columns that are set up to enable as if currency processing. The currency code that you enter must exist in the Currency Codes table (F0013).
In the As If Exchange Rate Date field, enter the currency exchange rate date to use for as if currency processing. If you complete the As If Currency Code field and use columns for which as if currency processing is enabled, the system uses the current date if you do not complete this field.
Select or clear the Level of Detail Totaling check box to control whether the process writes the rolled-up totals for accounts to the higher-level accounts for non-posting accounts.
Access the Columns 1–20 and Columns 21–40 tabs to add or delete column names and specify the columns to include in the Chart subform of the Project Status Inquiry form. If you do not specify a value in the Column Layout field on the Display tab, then you must select at least one column on the Columns 1–20 or Columns 21–40 tab.
You can view the details for the columns by clicking on the orange square in the upper left corner of the column fields. See Column Information Hover Forms.
(Optional) Select the check box to the right of a column name to have the column appear in the chart on the Display tab of the Chart subform. If you selected the check boxes when you set up the column layout that you use, then the system checks the box for you. You cannot select the check box for visual alert columns.
You can also select and clear the check boxes on the Selection tab of the Chart subform on the Project Status Inquiry form.
Optionally, on the Display tab, click the Preview button to view the selected jobs in the Work with Project Status Inquiry form. You can review data in the grid to determine if it meets your needs. Previewing records is optional. You can change the settings and click Preview as many times as necessary. After you preview records, you must click either the View Now or View Later button to continue.
On the Display tab, do one of the following:
Click the View Now button to process records and display the results in the Project Status Inquiry form.
Click the View Later button to process records and save the results for later viewing.
You can use this option only when the Allow View Later Processing processing option allows you to save results.
The system displays the Enter View Description form in which you enter up to 120 characters in the Description field. You must complete the Description field. When you click OK, the system displays the View Later Status dialog box. In the View Later Status dialog box, a message is displayed, indicating whether the View Later process was successful or ended in errors. If the View Later process is successful, click the link in the message to access the Project Status Inquiry View program (P51X0310). If the View Later process ended in errors, click the link in the message to access the Work Center to view the errors.
See Viewing Job and Billing Data (Release 9.2 Update) and Working With Saved Results (Release 9.2 Update).