The Change Cost Status fixer changes the cost status on
time entries, vendor costs, expenses, and job cost
transfers. It's like a Re-number utility for job cost
status. It finds costs by date posted and a specified
status (e.g., Canceled) then changes the cost status on
these records to another status. The cost status is
always user-defined, so you can choose any status
name.
Here's why: You might change your mind about a
status, calling costs "on-hold" to "pending." Or, as part
of the year-end procedure you might change the status of
last year's "canceled" job costs to "canc 95" to separate
them from the new year's canceled costs. In both cases,
the Change Cost Status fixer will save time by updating
the status on these costs in a single step.
To use the Change Cost Status utility:
1 Start Clients & Profits, then open your
database.
2 Choose Open Plug-in Application from the File
menu.
3 Double-click on the Change Cost Status
utility.
The Fix menu appears at the top of the screen.
4 Choose Change Cost Status from the Fix menu.
5 Enter a range of posted dates, then the old cost
status (i.e., the one currently appearing on those
costs).
6 Now enter the name of the new cost status, then
click OK.
When the procedure is finished, your database is ready to
use.
7 Choose Close Plug-in Application from the Fix
menu
Tips and notes
- The cost status can always be changed manually by
editing the status field in A/P, expenses, or on the
job's Work in Progress window.
- The Change Cost Status utility selects costs by
status AND date posted. This lets you select certain
costs only to be changed.
- The process can be run while users are using
Clients & Profits.
- The Change Cost Status utility can be left
unattended to run overnight--but make sure nothing
will interfere with the procedure (such as automated
backups, screen savers, Apple scripts, etc.)
- Keep the Change Cost Status plug-in application
handy in case another cost status needs to be changed
in the future
