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SM Cost Allocations similar to JC Cost Allocations

We have several things such as General Liability Insurance that we want to spread costs across work orders based on their portion of cost or revenue similar in the way JC Cost Allocations work. We are currently trying to do this by adding Work Completed items. However it is time consuming to calculate and add the items.

Ideally this could be part of the Close process so that it could be done after Invoicing but before Closing.  This would allow for allocations to be based on the Invoiced amount.

  • Guest
  • Sep 18 2017
  • Likely but not yet planned
SM - Service Management
Company Corval Group
Job Title / Role Sr. Business Systems Analyst
I need it... 1 month
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  • Sharon Simpson commented
    May 03, 2018 01:01

    Any Liability Type that calcs in PR can be burdened to the WO - Check the Burden tab on SM Departments. You can also add flat rate burden there (percent of labor costs)

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  • Guest commented
    October 17, 2017 13:27

    This would be so ideal.  Currently I have to spread my costs manually by entering miscellaneous work completed lines that function as journal entries.

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