Important Changes in V22

Please carefully read the changes in V22 and watch the videos to see the changes in action
Summary
In order to improve the accuracy and auditing of the WIP report and provide necessary flexibility in adjusting budgets and contract totals, JobRunner has these new controls automatically in place:
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1.   Budget Adjustment tool at the profits tab (more details sections) of every job
2.   Contract Adjustment tool at the profits tab (more details section) of every job
3.   Restricting the Adding/Deleting Lines at the job
4.   Restricting the modification of sell quantity in the line at the job
5.   Restricting the modification of budgets in the line at the job
6.   Restricting the modification of sell price in the line at the job
7.   Restricting the modification of labor look up in the line at the job
8.   Restricting the modification of line dates at the job
9.   Restricting the grand total override at the job
10. Restricting the modification of GPM at the job

Profits Tab Improvements​
this change does not effect Quotes, only the Sales Agreement module.

​Feature available for JobRunner and FloorManager
Watch this video to understand how we changed the timing of when projected costs are updated on a line by line basis and in the summary fields at the bottom of the Sale. Additional improvements were included to the audibility of the trends on each line of the order.
 

System Changes only in

These are critical release notes related to budget and contract adjustments for JobRunner REV REC jobs.
PLEASE READ

In order to preserve the integrity of job audits and the WIP report, Pacific Solutions has made significant yet necessary changes to the way budgets and contracts are adjusted in the next release of JobRunner.  Our goal is always to balance real world needs with software that is adaptable with our ever-changing industry while maintaining financial integrity and easily trackable audit trails.  Please read this entire document and watch the corresponding training videos before updating to V22 or later versions of JobRunner.
 

Budget Adjustment

​Feature available for JobRunner Only
Why the budget adjustment change was necessary.

Supply chain issues necessitate frequent changes to product, i.e., black Johnsonite base might not be available from one supplier, but black Roppe is available from another.  This can be handled via change orders but due to the frequency of supply chain shortages, dealers have requested we devise a way to make a product change for a like product without changing the budget, or contract value without necessitating a change order.
Challenge 1
When product catalog items are being used for order entry, it re-looks up the budgeted cost and the sell price, which changes the overall budget and the contract value.  When this happens, it is difficult to get the values back to where they need to be. We had to devise a way to modify a style and color but to also maintain the original line level budget for reference purposes and not alter the overall contract value.
 
Solution to challenge 1
We made a change that allows the swap out of a product WITHOUT changing the budget or the sell price on the order entry line, This leaves the overall budget and overall contract value unchanged.  This is done without a message prompt.  Understated or overstated budgets have negative effects on the percentage of completion calculation in JobRunner which leads to incorrect revenue recognition adjustments.
 
Challenge 2
The line-by-line original budgets remain the same, but the overall budget may need to be adjusted if the costs are significantly different.  If the budgeted costs are severely over or understated, it impacts the Percent Complete Calculation thus the Rev Rec Adjustment.
 
Solution to challenge 2
Allowing budget adjustments on individual lines is not a viable solution..  There is no audit trail on line cost changes and it results in changes to the WIP report with no ability to audit when and why the budget changed.  To solve this, we created a Budget Adjustment tool which creates a new order entry line strictly for adjusting the budget.  The budget can be adjusted up or down, and the budget can be adjusted more than once as the project progresses.  Even better, we track all budget changes so that auditing the reason for the budget changes becomes easy to track.  Budget changes clearly show up on screen as an order entry line, but do NOT print.  The date of the budget change follows the header date on the stage of the job that the controller wishes to modify the budget.  If the budget needs to be altered from the onset of the project, the budget change should be made on the original master contract.  Should you wish to alter the budget on a later date, you can alter the budget on a change order of your choosing.  Or you can create a No Charge change order for the sole purpose of a budget adjustment. The budget adjustments do not display on the schedule of values form. 

Contract Adjustment

​Feature available for JobRunner Only
Why the contract adjustment change was necessary.

Often times, change orders are submitted for payment, but rejected due to a dispute over the contract value.  It became necessary to include a contract adjustment tool that allows the user to alter the grand total, and resubmit for approval.

Similar to the budget adjustment tool, the  contract adjustment button also creates an order entry line.  This can be an increase or a decrease to the overall contract value.  It is auditable and the contract adjustment lines will print, but they can also be bundled with other lines.  Contract adjustment lines can be either material or labor for states or provinces where sales tax is charged. The contract adjustment lines will print on the schedule of values for pay application purposes unless you prepare your schedule of values from the bundled layout.
Summary
To improve the accuracy and auditing of the WIP report and provide necessary flexibility in adjusting budgets and contract totals, JobRunner has the following new controls automatically in place:
  1. Budget Adjustment tool at the profits tab (more details section) of every job.
  2. Contract Adjustment tool at the profits tab (more details section) of every job.
  3. Restricting the Adding/Deleting Lines at the job
  4. Restricting the modification of sell quantity in the line at the job
  5. Restricting the modification of budgets in the line at the job
  6. Restricting the modification of sell price in the line at the job
  7. Restricting the modification of labor look up in the line at the job
  8. Restricting the modification of line dates at the job
  9. Restricting the grand total override at the job
  10. Restricting the modification of GPM at the job​
Please visit the Pacific Solutions Help Center for instructional content on making budget and contract adjustments. 
If you are new to the Pacific Solutions Help Center, please sign up here: Help Center
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Please take some time to review the upcoming features and share with your team.  If you have any further questions about​ the new feature, please contact [email protected].
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