Job Creation Date?

Question

I am wondering if there is a way to tell when a job was created in JC? We have a large list of jobs, and with no other qualifing data, I am trying to find out when certain jobs were created in the system. This will help determine if I need to offically close it down or leave it open. 
 (Sage 300 CRE, 18.4.1)

kathym@alliance · Accepted Answer

There really isn't a Job Setup date in the database. What you might do is pull up an Inquiry of all the transactions for the Job (Job Cost --> Inquiry --> Entries --> All Entries) ,Condition it for the Job you're working with, insert a column for the "Date Stamp" field and then export the resulting Inquiry to Excel. If you sort the Excel file by Date - Oldest first, the first entry will be the first time the job had a transaction posted to it. Not exactly what you're looking for, but it should give you a pretty goodl idea. 
 If your database has a History Transaction file, you should try that first in the Inquiry, as it should include the oldest entries. If the inquiry comes up blank for the Job when you select History, try again but select the Crurent file.

RCousino · Answer

Thanks for the reply and the notes. I am the accountant/controller. :-) We are unsure if these are very old jobs needing to be closed (zero transactions) or very new jobs (with zero transactions). A job setup date would help solve that issue.

Denise Paulus · Answer

You may want to consider adding a Job Custom field to track the date the Job was created going forward. As previously mentioned, there isn't a field that tracks this automatically on the Job. The Date Stamp on the JC Record will be updated any time anything is updated on that Job (even if you just go into Setup Jobs and change something and click Save.) You could feasibly use the Estaimated and/or Revised Start Dates for this purpose as well, but those are there for another purpose so if you really want to be able to keep track of when the Job was added in Job Cost, create a custom field. You can make it required but keep in mind that if you make it required you will need to populate it on all existing jobs as well, or Job Cost won't let you out of Setup Jobs until you do.

ArtMinds · Answer

There are multiple fields in the Job data table that can be useful along with JC Formulas that add the Job totals to the accumulated Job Extra totals to provide information that would lead to a conclusion for you. One field is the "Actual Start Date" which is populated with the date of the first transaction posted to a job. You can also filter on the JTD Cost field, or if you use "Extras" you can use the equivalent JC Formula field that reflects the total of JTD Total and JC Extral Totals. There are many other JTD fields, both in the Job table and in the JC Formula table, including JTD Billed, JTD Receivable Balance, etc. 
 
 Examine the Job fields from within Report Designer by doing to Tools > Available Fields, and select Job Master File. Select those fields and create a report in Report Designer (if you have it), or customize and inquiry and export it to Excel and do you manipulations there by adding fields together or filtering on data fields.

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Job Creation Date?

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