WIP (Work in Progress) Calculation and Reporting Improvements

We've made a number of improvements to WIP to make the system more accurate and make it easier to deal with changing financial periods. These include more robust aged WIP calculations, reversal date validation and refined upfront allocation rules.

Aged WIP Calculations and Carry Forward Fixes

We've improved aged WIP calculation logic so that any amounts that are carried forward that and billed after the report date are excluded from aged totals. This eliminates overstated aged WIP amounts and applies allocation consistently across ageing periods.

This fix applies across all aged WIP reports, making your financial reporting and billing more accurate and consistent.

WIP Reversal Date Validation

We've added validation to WIP reversal transactions so they can no longer be posted to dates earlier than the original WIP creation date. The reversal date is now set to either the invoice date or the original WIP date, whichever is later, preventing financial period misalignment and preserving historical period accuracy in WIP records

Upfront Allocation Fix

We've improved the way the system handles allocation of upfront billing lines following a debit memo release.

Reversing a credit memo no longer triggers allocation creation for upfront lines after releasing a debit memo, and those lines are now automatically marked as Excluded from Allocation in accounts receivable transactions. This change prevents erroneous reallocations and keeps audit trails clean.