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GL Balance analysis & WIP report

  • December 14, 2022
  • 1 reply
  • 201 views

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Why does GL Balance Analysis always not matching Shop Order Work in Progress Report?

Best answer by Dinidu Udana

 The “Shop Order work in progress Report” standard functionality does not give the user an opportunity to define a date range or an 'as of date'. Report runs & fetch data at the executed time itself. (Manually/scheduled)

 

Hence, there is a possibility to have slight changes in the WIP values on the report, and GL analysis window, due to the dynamic nature of the data.

 

Instead, you may assess the feasibility to  create & use a custom report (or customized functionality) to fetch Shop order WIP for a defined date range. Or any other criteria that you use to filter out the data on GL analysis window.

1 reply

Dinidu Udana
Hero (Employee)
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  • Hero (Employee)
  • 71 replies
  • Answer
  • December 14, 2022

 The “Shop Order work in progress Report” standard functionality does not give the user an opportunity to define a date range or an 'as of date'. Report runs & fetch data at the executed time itself. (Manually/scheduled)

 

Hence, there is a possibility to have slight changes in the WIP values on the report, and GL analysis window, due to the dynamic nature of the data.

 

Instead, you may assess the feasibility to  create & use a custom report (or customized functionality) to fetch Shop order WIP for a defined date range. Or any other criteria that you use to filter out the data on GL analysis window.