Work In Progress Aging (Inquiry)

Additional Information

The Work In Progress Aging Inquiry allows you to view work in progress (WIP) information. This includes all project revenue and bill activity that has been posted to the general ledger. The inquiry provides three levels of information, which include a work in progress aging summary, revenue and bill detail, and associated general ledger transactions.

Note: If you do not enter a date in the From Posting Period field, only open items are returned. Open includes items posted after the To Posting Period or where the Zero Balance is empty. In addition, you can use the optional Include Payee Balance of Zero restriction to include employee / vendor / clients with a balance amount of zero.

 

Note: Intercompany transactions are not included on the inquiry. To review intercompany transactions, see Intercompany Work In Progress Aging (Inquiry).

Restrictions

The inquiry includes the following default restrictions:

Req'd Field Description
  From Posting Period

Enter or select a posting period. This is the first date in the date range to include all items.

If you do not enter a date, only open items are returned. Open includes items posted after the To Posting Period or where the Zero Balance is empty. In addition, you can use the optional Include Payee Balance of Zero restriction to include employee / vendor / clients with a balance amount of zero.
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.
  Project Enter or select a project.
Currency Type Enter or select the type of currency to display on the inquiry. his field defaults to Document Currency, but available options include Base Currency, Company Currency, and Document Currency.

For a list of optional restrictions, see ClosedWork 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 (default is 30 days)
  • Aging Category 2 (default is 60 days)
  • Aging Category 3 (default is 90 days)
  • Aging Category 4 (default is 120 days)
  • Balance Amount
  • Bill Amount
  • Chargeable Project
  • Company
  • Currency
  • Include Project Balance of Zero
  • Organization
  • Organization Manager
  • Organization Map
  • Organization Map Level
  • Project Administrator
  • Project Business Unit
  • Project Client
  • Project Client Parent
  • Project Client Parent Type
  • Project Client Type
  • Project Company
  • Project Contract
  • Project Director
  • Project Manager
  • Project Market Segment
  • Project Organization
  • Project Service Line
  • Project Status
  • Project Work Type
  • Revenue Amount
  • Unallocated Amount

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 Project Code, Project Name, Currency Code, Balance, data by aging categories, and Unallocated. ClosedWork In Progress Information Optional Columns.

    The following optional columns of information can also be viewed:

    • Bill Amount
    • Organization Map Name for Levels 2 - 6
    • Project Administrator Code
    • Project Administrator Name
    • Project Business Unit Code
    • Project Business Unit Name
    • Project Client Code
    • Project Client Name
    • Project Company Code
    • Project Company Name
    • Project Contract Code
    • Project Contract Name
    • Project Director Code
    • Project Director Name
    • Project Manager Code
    • Project Manager Name
    • Project Market Segment Code
    • Project Market Segment Name
    • Project Organization Code
    • Project Organization Name
    • Project Service Line Code
    • Project Service Line Name
    • Project Work Type Code
    • Project Work Type Name
    • Revenue Amount

  • 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

     

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