Overhead/Burden Consolidation (JCR420)

How To

Use this program to remove overhead and burden transactions and replace them with a consolidated record.

The Overhead/Burden Consolidation Register runs through the job file and finds any job that has the consolidate overhead and burden flag set to Y. It then reads through the transaction file for overhead and burden transactions, optionally removes them and replaces a single consolidated transaction for each.

Report information includes the following: job number and name, customer number and name, cost code and description, source code, posting date, cost extension, bill extension, and the posting memo.

Use the following fields to run the Overhead/Burden Consolidation program:

1.  Order

Enter whether the order of the update is by J-job number, M-manager, C-customer number, or K-job class. CR defaults to J.

2. Beginning Order Choice

Select the beginning order choice to update.

3. Ending Order Choice

Select the ending order choice to update.

4. Warehouse

Enter a valid warehouse code from which the jobs were created from. Entering a valid warehouse code displays the warehouse description. Enter (CR) defaults to the warehouse assigned to the terminal. F3 defaults to all warehouses.

5. Customer

Enter a valid customer number to which the jobs were sold. Entering a valid customer displays the customer name. Enter (CR) defaults to ALL.

6. Beginning Date

Enter a date to begin printing from. Transactions with posting dates before this date will not be included. Enter (CR) defaults to FIRST (first date on file).

7. Ending date

Enter a date to end printing from. Transactions with posting dates after this date will not be included. Enter (CR) defaults to LAST (last job on file).