Intercompany Work In Progress Aging (Inquiry)

Additional Information

The Intercompany Work In Progress Aging Inquiry allows you to view intercompany work in progress (WIP) information. The inquiry provides three levels of information, which include a work in progress aging summary, revenue and bill detail, and associated general ledger transactions.

Restrictions

The inquiry includes the following default restrictions:

  Field Description
  From Posting Period

Enter or select a posting period. This is the first date in the date range to include all items.
To Posting Period Enter or select a posting period. This is the last date in the date range to include open items. This field defaults to the current posting period.
Aging Date "As Of"

Enter or select the work in progress aging date to use on the inquiry. This field defaults to the current date.
Currency Type Enter or select the type of currency to display on the inquiry. Available options include Bill Currency, Project Currency, Company Currency, and Base Currency.
  Project Enter or select a project.

For a list of optional restrictions, see ClosedIntercompany Work In Progress Aging Inquiry Optional Restrictions.

The following optional restrictions are available:

  • Account
  • Aging 1 Amount
  • Aging 2 Amount
  • Aging 3 Amount
  • Aging 4 Amount
  • Aging 5 Amount
  • Aging Category 1
  • Aging Category 2
  • Aging Category 3
  • Aging Category 4
  • Balance Amount
  • Bill Amount
  • Include Project Balance of Zero
  • Organization
  • Organization Manager
  • Organization Map
  • Organization Map Level
  • Project Client
  • Project Company
  • Project Status
  • Revenue Amount
  • Unallocated Amount
  • Working Company

Results

The inquiry results include the following three levels of information:

  • Work In Progress Aging Summary: The first level of the inquiry provides work in progress aging summary information, which includes Working Company Code, Working Company Name, Project Code, Project Name, Currency Code, Currency Name, Revenue Amount, Balance, 0-30, 31-60, 61-90, 91-120, >120, and Unallocated. The initial view is grouped in ascending order by Company, Project, and Currency. ClosedWork In Progress Information Optional Columns.

    The following optional columns of information can also be viewed:

    • Account
    • Bill Amount
    • Organization Map Name for Levels 2 - 6
    • Project Client Code
    • Project Client Name
    • Project Director Code
    • Project Director Full Name
    • Project Manager Code
    • Project Owning Company Code
    • Project Manager Full Name
    • Project Owning Company Name
    • Project Owning Organization Code
    • Project Owning Organization Name
    • Working Organization Code
    • Working Organization Name

  • Revenue and Bill Detail: The second level of the inquiry provides revenue and bill detail information, which includes Document Type, Document Number, Document Date, Revenue Amount, and Bill Amount. ClosedRevenue Bill Detail Optional Columns.

    The following optional columns of information can also be viewed:

    • Document Source
    • Document Suffix Code
  • Document Suffix Name
  • Financial Description
    		•

  • General Ledger Transactions: The third level of the inquiry provides detail general ledger transaction information, which includes Account Code, Account Name, Organization Code, Organization Name, External Reference Number, Debit, and Credit. ClosedGeneral Ledger Transactions Detail Optional Columns.

    The following optional columns of information can also be viewed:

    • Company Code
    • Company Name
    • Document Date
    • Document Number
    • Document Suffix Code
    • Document Suffix Name
    • Document Type
    • Employee / Vendor / Client Code
    • Employee / Vendor / Client Name
    • EVC Type
    • External Reference Date
    • Financial Description
    • Line Item Type
    • Posting Date
    • Project Code
    • Project Description
    • Project Name
    • Task Code
    • Task Name