CE-JS045
COINS Enhancement:
Phase and Cost Code Periods to Keep in JS
Summarization
Modules Affected: Job Status
Versions Affected: COINS v7 (software level 9.7c2.37 and 10.7c2.37) and COINS Ti 2.9
(software level 9.7c2.37TI and 10.7c2.37TI)
Documentation
Updated:
This document may contain information that is not incorporated into the
documentation, such as procedures and sample reports, so you may
want to keep a copy for future use. An archive of CE documents is
available on the Client Center web site at http://support.coinsglobal.com/usa/releases/cedocs.php.
The discussion of this new function is divided into the sections shown below.
Overview .............................................................................................1
Tailoring ..............................................................................................2
Effect on JS Argon ...............................................................................4
Overview
This document describes changes to JS Summarization that allow phase and cost code
summarization records to be preserved for a specified number of periods. Previously, JS
Summarization deleted the phase and cost code summarization records for prior periods
in order to save disk space.
Note:
Previously, some old cost code summarization records did not get deleted properly. If
you took advantage of this “bug” it is very important that you review and set the proper
number of fiscal periods before running the first summarization after loading the .37
release.
11/19/2009
© 2009 Construction Industry Solutions (Shaker) Corporation.
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CE-JS045
Phase and Cost Code Summarization Periods
Tailoring
A new prompt was added to Job Status Tailoring to determine the number of past
periods for which phase and cost code summarization records will be saved. The system
deletes the old job, phase, and cost code summarizations (i.e., for periods prior to these
settings) as part of the JS Summarization process.
You should decide how many periods you need to keep and update this setting
as soon as you load the release, before running JS Summarization.
Since each job, phase and cost code has a single summarization record per fiscal period,
keeping a large number of fiscal periods available will preserve information for trend
analysis and reporting and will have minimal impact on your systems performance.
However, keeping a large number of fiscal periods will increase the database size and
thus total disk space available.
Figures 1 and 2 show the applicable JS Tailoring screen from COINS version 7 and
COINS Ti.
Figure 1: COINS Version 7 - Job Status Tailoring Screen 2
11/19/09
Job Status Tailoring
eService-a1/cut
┌───────────────────────────────────────────────────────────────────┐
│ Enter Quantities in Total or by Cost Category (T/C):
C
│
│ Number of Fiscal Periods to be Processed during Job Status
│
│
Summarization (0-99):
1
│
│ Number of Fiscal Periods to Keep:
│
│
Job-level Summarization Records (0-99):
12 │
│
Phase/CC-level Summarization Records (0-99):
12 │
│ Action for Closed Fiscal Periods (I/S/D):
I
│
│ How many days should Summarization Log records be kept:
2 │
│ Use Job Specific Cost Code User Code F/M (Y/N):
N
│
│ Use Advanced Estimated Cost at Completion Calculations (Y/N): Y
│
│ Job Cost Journal Entry Default Journal Code:
JC │
│ Normally Calc ECAC on Unit + Job Cost Reports (Y/N):
Y
│
│ Normally Calc Revenue Recognition when Calc ECAC/RR (Y/N):
Y
│
│ Use Computer Calc ECAC when Calculating RR (Y/N):
Y
│
│ Permit J/S Allocations to Inactive Jobs/Phases/CCs (Y/N):
N
│
│ Permit J/S Allocations to Complete Jobs (Y/N):
N
│
│ Require that a Valid Customer be Entered in Job F/M (Y/N):
N
│
│ Validate Misc Sort/Select 1 and 2 in Job F/M (Y/N):
Y
│
└───────────────────────────────────────────────────────────────────┘
11/19/2009
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CE-JS045
Phase and Cost Code Summarization Periods
Figure 2: COINS Ti - Job Status Tailoring Tab 2
Field Definitions (selected fields)
Number of Fiscal Periods to Be Processed During Job Status Summarization
Enter a number between 0 and 99 to indicate the number of fiscal periods that are
processed each time you run JS Summarization.
The higher the number of fiscal periods, the greater the amount of data processed
and saved. Depending on your use of J/S Argon, you should evaluate this setting
based on your company’s needs and database size.
Number of Fiscal Periods to Keep:
Job-level Summarization Records
Phase/CC-level Summarization Records
Indicate the number of fiscal periods for which job level summarization records and
phase/cost code level summarization records should be saved.
This value cannot be less than the number of fiscal periods that are processed during
summarization and cannot be greater than 99.
11/19/2009
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CE-JS045
Phase and Cost Code Summarization Periods
Effect on JS Argon
If you decide to keep cost code level summarization records for more periods than
processed by JS Summarization, you will be able to access Argon cost code screens for
prior periods. This can make Argon more useful for trend analysis and reporting.
Figure 3: Argon Job Costs by Cost Code for Prior Fiscal Period
11/19/2009
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