Job Costing Questions

[hddebbie]

We just converted our DOS based AccPac Plus to Windows based AccPac Advantage Series. My question is on Project and Job Costing version 5.3B.

In Plus, we had a MISC job where we posted all small jobs and it didn't matter who the customer was. Now with the Advantage Series, the contract requires a customer name and will only let you post invoices to that one particular customer to that job/contract. It would be ludicrous for us to start a new contract for every single customer we bill to, so I was wondering what others may have done to overcome this obstacle.

I know I'm probably leaving out some pertinent information, so feel free to ask me questions. I'm at a total loss on this and my vendor isn't offering much help.

Thanks in advance!


Debbie

 

[jayconverse]

That's the way it works. Your vendor will have to contact Best/Accpac to request a change, but don't expect anything for at least a year.

Jay Converse
IT Director
Systemlink, Inc.

 

[jayconverse]

Of course, you could simply use a dummy customer number "MISC".

Jay Converse
IT Director
Systemlink, Inc.

 

[hddebbie]

Thanks Jay. We do have a customer called "Cash" but if I posted all MISC invoices to that customer, we would have no way of really knowing who the actual customer was on the aged receivables, or for statistic tracking purposes. Trust me, I thought of this solution, but my boss quickly vetoed it.

I've also asked out vendor and they've told me there's no way they know of to do it. I was just hoping that there was someone out there who had come up with some sort of work-around on this. I can't believe I'm the only AccPac user that had done it this way. This issue, plus others I've come across since the conversion, really make me wonder what AccPac was thinking of when they created this PJC program. They most certainly were not thinking of intuitive use and ease of use by the customer.

What I've come up with in the meantime is that we have a few customers that get billed regularly. I've created a contract/job for each one of these customers. All the other truly miscellaneous projects will be posted directly to sales. Not acceptable in my point of view, but it's the only workable solution I could come up with.

Thanks for the suggestions though. Anybody else have any ideas?


Debbie

 

[jayconverse]

Don't forget that you have unlimited optional fields, so if tracking is an issue, you put the "real" customer number in an optional field.

Or another idea is using Ship-To Addresses. The CASH customer can have unlimited Ship-tos, again, 1 for each "real" customer.

Jay Converse
IT Director
Systemlink, Inc.

 

[shulkie]

I have just heard that ACCPAC v5.4 will allow change of customer in PJC Contracts.