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Daily Report Form - Active and Completed Projects

  • 3 February 2022
  • 1 reply
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We are trying to implement the  Daily Field Report for our field employees.  Many of our projects are billed in full before all work is completed due to contracts being a lump sum and not T&M. Once they are billed complete they are removed from Active status to Billed Complete so they are removed from our WIP reporting for that month.  The problem we are having though is that once the job is no longer in “active” status employees can no longer find this job under Projects in the Daily Field Report if they need to add additional hours after it was closed on the accounting side.  Is there a way to have the Daily Field Report continue to show jobs that are in a different status other than just active?

Best answer by mike.gillum

Hello @kgawryluk80,

Thanks for posting the question on community. The DFR behaves like other functions in Acumatica when it comes to “posting” or linking to a Project. For example, you can’t submit a timecard for a project that is marked w/ a status of Completed. Perhaps a different workflow could be created other than moving the projects to Completed? Some kind of project numbering scheme or naming convention perhaps that could be filtered or sorted on? Just some food for thought. You could also speak to your VAR partner regarding a customization done to add add’l Project Status fields. 

Regards,

Mike Gillum

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mike.gillum
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  • February 3, 2022

Hello @kgawryluk80,

Thanks for posting the question on community. The DFR behaves like other functions in Acumatica when it comes to “posting” or linking to a Project. For example, you can’t submit a timecard for a project that is marked w/ a status of Completed. Perhaps a different workflow could be created other than moving the projects to Completed? Some kind of project numbering scheme or naming convention perhaps that could be filtered or sorted on? Just some food for thought. You could also speak to your VAR partner regarding a customization done to add add’l Project Status fields. 

Regards,

Mike Gillum


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