Has anyone tackled or had luck trying to reproduce functionality of the Inv/Wip report as a dashboard for job cost analysis purposes? I can summarize the different buckets in subquery functionality (labor costs, material, subcontract) but struggling to then bring up to the top by using a cutoff date to retrieve those cost buckets ‘as of X date’.
I do not do an as of in this, but the starting point is the values in JobAsmbl. I remove all MFG-STK and MFG-CUS costs, but you could use a Date Param to only remove the ones previous and then remove any STK-MTL that happened after the Param Date.
Thanks but unfortunately not that simple. You’re using the JobAsmbl table to grab costs for labor etc in the summarized buckets and those don’t have dates to perform the as of type of filtering. That’s why I went after the PartTran and LaborDetail tables to get the individual values with a date attached to them.
I use JobAsmbl as the current state and PartTran to remove costs moved to inventory. To get back to a future date you would need to subtract material and labor issued after that date.