Change Order should show negatives - D-Tools Forum

AVIR · 02-23-2010, 06:49 PM

This really confuses a lot of people.

On a change order the added items and deleted items should be separated. It doesn't make any sense to include most items on the same line.

Example: I deleted 5 temp sensors (negative $1250) and added 16 temp sensors (positive $4000). The change order report shows 21 temp sensors with a total value of $2750.

This causes all sorts of confusion because this report does not delineate between those being removed and those being added, it just shows a single number (21) and a single price (added minus removed).

If I send this over to my accounting department they might assume it's 21 additional temp sensors at $131 (instead of the $250 they should be). This is especially erroneous because there are no comments on the change order.

I would understand if it was difference. For example, it only showed 11 temp sensors at the additional cost, sort of like how labor is summarized.

As it is, this change order is useless to me for things like this. I have to make an excel report to explain what the change order does.

As an aside, I also noticed how deleting an accessory from an item brings that item to the report as a 0 qty/0 price item. It doesn't need to appear. In this same example I have 0 qty tstats moved from one location to another, and then a 0 qty tstat because I removed its temp sensor. I wish you could select the accessory by itself without having to select its parent.

NareshN · 02-24-2010, 05:49 AM

This has been logged - thanks.

Jack Frost · 10-03-2010, 08:18 PM

Bump

Is there an ETA on a fix?

SenoS · 10-04-2010, 04:38 PM

This request has been logged and is currently being reviewed for our next Service Pack release. No date has yet been set for this release.

SenoS · 10-06-2010, 04:34 PM

Hi All,

Here are the proposed fixes for this for our SP3 release:

1. Change Order reports will list Additional, Deleted, and Adjusted products on separate lines (we won't aggregate them)

Added products will show a positive quantity with positive value

Deleted products will show a negative quantity and negative price

Adjusted products will show a quantity of 0 and the display the net price change (could be positive or negative)

2. Changes for Wire and Cable products will be treated slightly differently:

An increase in wire length for an existing product will be treated like an Addition, even if you have adjusted the price of the wire

A decrease in wire length for an existing product would be treated as a Deletion, even if you have adjusted the price of the wire

No change in wire length for an existing product, but a change in price will be treated like an Adjustment

We are actively working on SP3 and would appreciate your input regarding these changes before we proceed.

Thanks,
SEnos

avaltdan · 10-06-2010, 05:30 PM

The above way to handle it makes sense to me. We definitely need to keep additions and deletions separate. Aggregation is BAD.

Jack Frost · 10-07-2010, 01:06 AM

+1 for the proposed solutions. Works for me.

Any ETA on when we might see SP3?

grichards · 10-07-2010, 05:09 PM

Senos,

do the proposed changes get implemented in a new report? or is there some change in the Data format that we need to look out for on our Custom reports?

Seems like grouping on ChangeType somewhere in the report usually gets around this issue.

SenoS · 10-07-2010, 06:59 PM

There will be a code change but it should not affect your existing custom reports. The thought is to add ChangeType to the ItemHash. When you run reports for a project, the ChangeType is set to "none" so nothing will change in current functionality. The ChangeType trigger to separate will only be activated when the report is run against a Project Delta.

fryeguy · 10-08-2010, 08:53 PM

This is definitely an improvement to the current functionality. I hesitate to say the quantity "0" in modifications is a great idea but I don't have a better idea. It still seems a little strange.