A project manager recently submitted a change order to the customer for additional works to be performed. While their typical change orders only adjust material quantity or labor hours against existing budget entries, this time they have new material and labor entries. The project manager noticed that change order entries were combined into a single line, in spite of setting Revenue Budget Level and Cost Budget Level properties to ‘Task and Item’. Is there another configuration he needs to set?
Let’s take a look at the change order lines that affect Revenue Budget and Cost Budget.
Figure 1. Revenue Budget in Change Order
Figure 2. Cost Budget in Change Order
In Projects Preferences > General Settings, look for ‘Revenue Budget Update’ and ‘Cost Budget Update’. By default, they are set to ‘Summary’ and ‘Detailed’.
Acumatica groups budget lines together by Task and Account Group. ‘Summary’ means entries that share the same Task and Account Group will be combined. ‘Detailed’ factors in Inventory ID to provide separation by item.
Here are the results by adjusting the Revenue Budget Update value.
Figure 3. Released Change Order entries are combined with Revenue Budget Update set to ‘Summary’.
Figure 4. Released Change Order entries are separated with Revenue Budget Update set to ‘Detailed’.
Any questions? Give us a call.
Eric