Field Definitions: JC Detail Rollup Form

The following is a list of field descriptions for the JC Detail Rollup form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Roll-Up Code

Enter the roll-up code to process. Once entered, the screen displays a summary of the setup options you chose in JC Detail Roll-Up Codes.

 

JC Detail Rollup

Beginning/Ending Job

Enabled for Cost Detail roll-ups only where roll-up code applies to ‘Selected’ jobs.

Specify the beginning and ending in a range of jobs to roll up. If the roll-up code applies to all jobs, defaults as ‘All’ and cannot be changed.

 

 

JC Detail Rollup

Beginning/Ending Contract

Enabled for Revenue Detail roll-ups only where roll-up code applies to ‘Selected’ contracts.

Specify the beginning and ending in a range of contracts to roll up. If the roll-up code applies to all contracts, defaults as ‘All’ and cannot be changed.

 

 

JC Detail Rollup

Batch Options: Roll-Up Only?

Specify the status of contracts or jobs to include in the detail roll-up.

  • Open – Select this option to roll up detail for open jobs (cost roll-up) or contracts (revenue roll-up) only.

  • Closed – Select this option to roll up detail for closed jobs or contracts only.

  • Both – Select this option to roll up detail for open and closed jobs or contracts.

 

 

JC Detail Rollup