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Auto Reclass

  • February 5, 2026
  • 2 replies
  • 39 views
K
Freshman I

Hello,

 

I work for a company that has many employees that work on projects at various points of the project timeline. We have a date where we start to capitalize cost which is called the Cap Date. Any work done before that Cap Date is considered Work In Progress (WIP). We also have an internal project that we bill when we are not working on an actual project. Those cost need to hit Allocated WIP. With Acumatica’s current structure, you can only assign a labor item to one of these accounts which makes it tough because our employees then need to be aware of the Cap Date when billing. Is there a way to automate the reclassification of these labor items from COGS to WIP or vice versa based on the Cap Date and Project Status? Do Project task have the ability to define how labor gets posted? 

2 replies

P
Jr Varsity I
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  • pranavkhare34
  • Jr Varsity I
  • February 11, 2026

HI ​@kamjmoore07 

In Acumatica, labor posting is controlled by factors like Account group, project settings, labor items, cost rates and billing rules. There is no dynamic “Date” controlling option. Project tasks inherit settings from project templates and task configurations (default accounts, account groups, billing period, etc.)

But a possible workaround for your requirement could be:

Create separate tasks in a project, e.g., Pre-Cap and Post-Cap

Task 1 - Pre-cap (WIP Account groups)

Task 2 - Post-cap (COGS account group)

This will visually work, but the employees will still need to select a proper task. 

And also, Project tasks can define how labor gets posted by specifying default accounts and account groups, which control how labor transactions are recorded in the general ledger. However, they cannot dynamically change posting behavior based on conditions such as a Cap Date or project status.

Or if you really require a date-based logic, then customization appears to be the best option for you.

Hope this helps

Pranav Khare | ZIngworks LLP
    H
    Varsity III
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    hi ​@kamjmoore07 ,

    In addition to what ​@pranavkhare34 , has mentioned, you can also setup the start & end dates for the tasks, that we can for each in PM301000 screen, and then setup an automation.

    So for instance if the Cap date is 02/20/2026

    The the end date for Task 1 - Pre-Cap would be 02/19/2026 & Start date for Post-Cap task would be 02/20/2026 and so on.

    Now based on the Cap dates, you can enable/setup automation to mark the Tasks as Active & Inactive. So if the Cap Date crosses, the automation would mark Task 1 as Inactive & Task 2 as Active.

     

    And based on your posting requirements, the default accounts & subaccounts could be setup.

    Hope this helps.

    Harshita Sethia
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