Overview
Manual percent complete on service orders is maintained in an effective date table, allowing different percent complete values based on different effective dates.
Accessing Manual Percent Complete
Navigate to Service Management > Service Orders > Service Order Details > Budget menu > Manual Percent Complete.
Manual Percent Complete
The Manual Percent Complete tab displays a table with columns:
Effective Date
% Complete
Adding Entries
Select Add to add a new row.
Enter the Effective Date.
Enter the % Complete percentage.
Save the record.
Editing Entries
Select the entry to modify.
Update the Effective Date or % Complete as needed.
Save the changes.
Effective Date Logic
Coins ERP+ uses the effective date to determine which percent complete value applies for any given period.
When calculating revenue for a fiscal period, Coins ERP+ compares the reporting fiscal period date to the effective dates in the table. The appropriate percent complete value is then selected based on the comparison.
Post upgrade to v12.05:
Since Coins ERP+ only has the service order's effective date to use during the data migration, the Effective Date in the Manual Percent Complete table may not initially accurately represent when the percent complete was actually set.
For service orders still in POCM (Percentage of Completion Method) state:
Review the Manual Percent Complete tab.
Verify the effective date is correct.
Adjust the date if necessary to reflect when the percentage was actually in effect.
This is a critical step for accurate revenue calculations.