Job Costing - Inter-Branch Charge Limits

Sample of the Inter Branch Charge Limit screen

Pgm: JCIBCHRG – Inter-Branch Charge Limits; standard Treeview path: Job Costing > Setup > Local Tables > Inter Branch Setup > Inter Branch Charge Limit

This screen is used to define charge limits. It is also a place where you can view the inter-branch revenue charged, lost, and costs to date.

Company Code

The values entered in these fields are the search criteria for the details shown under the Inter-Branch Charge Limits section of the screen.

Job Company, Job Dept, Emp Company, Emp Dept

Select the relevant parameters, or enter an “*” to identify all. The only field that will not accept an “*” is the Job Company field.

Inter-Branch Charge Limits

This section will automatically be populated with existing records for the criteria entered, and it allows users to view and update existing records, and to add new ones.

The system will check for the limit at the lowest level and apply that limit. This allows for overall charge limits and specific limits per job/cost code (phase)/category, if required.

Job Company

Company for inter-branch limit being defined.

Dept

Department associated with this limit. This field will accept either an “*” meaning all departments within the company, or a specific department code.

Job, Phase, Category

Select the relevant job, phase (cost code), or category. Use an “*” to indicate all.

Emp Comp, Emp Dept

Employee’s home company, and employee’s home department. Use an “*” to indicate all.

Maximum Allowed

This is the maximum allowed charge limit. When posting an inter-branch transaction, the system verifies that the current transaction will not bring the total charged to date over this maximum amount. If it does, the excess will be posted to the inter-branch revenue lost account.

IB Revenue To-Date

Total inter-branch revenue.

IB Lost To-Date

Total lost to inter-branch transactions.

Cost to Date

Costs to date amount.

Comments

Comments may be entered for each limit using this field.

NOTE: If you are adjusting an existing record and the Control File screen for the company indicates that transactions should be created on charge limit changes, the system will automatically create the correcting transactions for you.

The display fields under the table display column values for the selected row in the table.