We are using the “cost projection by date” feature in 2026R1 to forecast WIP and Over Billings. It is a very useful tool. However, to match our month end, it would be beneficial to use to use the post period as the cut off for transactions rather than the invoice date. Sometimes the post period does not match the invoice date as a result of month end accruals. By not matching the post period with our month end it causes errors in our WIP and Over Billing calculations. Is there a way to change the cut off to post period rather than invoice date within Cost Projection By Date?
Question
Cost Projection by Date by Post Period
In our case we use a custom WIP engine since 2023 which use invoices period, very usefull. You can reach
+11
As for the WIP it completely is a different matter. Please have a look at this post on community. I believe this is what you really need.
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