We have several jobs that are either T & M or small enough that they do not have estimates. Since there are not estimates on these jobs then the phases are not active. At this time, only active phases populate in "Unapproved Invoices" and so when a reviewer is trying to load a phase & cost type then they are unable to do so. We desperately need all phases to load with all cost types. Right now, we have one reviewer who has tons of invoices to approve (they have been [piling) up because all of his work is T & M and so there are no estimates and therefore no active phases. When he tries to approve invoices (add phases and cost types) he has no luck at all and it is very frustrating.
Guest
| Company | Denham-Blythe Co., Inc. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Just following up on an email that I sent on Tuesday. Can you please help me with JCCType’s? Please see email below.
Thanks,
Beth
That was very helpful. I turned on the “Include Phases from the Phase Master in the Phase dropdown” in the Portal Settings under Advanced configuration.
I am able to get the phase now but it says that there are no JCCostTypes. I reviewed the Portal Settings for JCCCostTYpe and under Invoice Line Item in Portal Settings it shows:
Cost Types to include for AP Invoice Add / Edit (leave blank to include all)
This is left blank and so all of the cost types should populate but I do not get any. Please see screenshot below.
Please advise.
Thanks,
Beth
[cid:image001.png@01D47B55.065976B0]
Hi Beth,
Thanks for clarifying. It sounds like the term active is being referenced as a phase code that has been added to the job. If this is the case, just turn on the portal setting named "Include Phases from the Phase Master in the Phase dropdown".
This will take care of what you need.
Thank you for submitted this. We love your feedback!
The phases and cost types are not active for 1 of 2 reasons:
* There is not an estimate for the job (which activates the phases)
* Reviewer would like to use a phase that is not part of the estimate
The 4 phases/cost codes that are active below are only active because entries have been made in Payroll and Accounts Payable to these codes. Posting to these codes made them active. However, if a reviewer in Keystyle wants to code an invoice to this job (18-239) and they want to use a phase code not listed below then they cannot key a different phase in Keystyle. Keystyle AP Unapproved Invoices only recognizes the 4 phases below instead of the entire Phase Master. In Payroll (Keystyle) we do have the ability to choose from the entire Phase Master and not just the 4 codes listed below.
Please see screenshot for the active phases on this particular job:
[cid:image002.png@01D47B39.7621DCB0]
Hope this makes sense.
Thanks,
Beth
Thanks for sending this in. This suggestion has brought up a few questions. First, why are the phases and cost types not active? In terms of budget, this doesn't drive the active flag. If they are tagged inactive, you won't be able to post them in Vista. Is there a reason why these can't be flagged as active?
If this is in regard to using phases from the phase master, there is an advanced portal setting in AP Invoices named "Include Phases from the Phase Master in the Phase dropdown". This will allow you to select phases from the phase master.
We are very interested to understand this workflow. Thanks for helping us see the story.
Cheers
Michael N Smith