Hi Karen,

1) Are you considering using the Notes function in Adagio JobCost to store the billing dates for contractors? If so, then use the 'Notes Header' file with GridView to read the notes, filtered by Date as appropriate. There is a 'Record Type' field that indicates where the note is stored (ie J for job notes, P for Phase notes, etc), so pick the type you want to print. For using the date, create a filter that perhaps selects notes dates for the upcoming seven days:
AND( {Date}-TODAY()>0 , {Date}-TODAY() <=7 )
Maybe also use a special user ID to 'label' these notes as billing dates, and have the user ID as part of the filter.

How you go about doing this report depends on where those billing dates are chosen to be stored, but the process will be similar to above.

2) As with any report, information is outputted based on available stored information. If you want to create a report based on a 'first billing date', that information has to be stored somewhere in order to be used. The Job Cost data structure does not store a 'first billing date' as you indicated, so you have to find a place to store this information. Steve found a workaround to put this date somewhere, but it sounds like you want a different way of dealing with this, that doesn't involve an additional report and posting Change Orders.

My first thought is to maintain a text file that stores the first billing date for each job number. This text file then can be used as a 'Named item file' that can be read into GridView as a calculated column. This new column could then be the 'due date' for your main report for calculating the commission. There may be other criteria in your situation, but doing this would replace the need to change the due dates on jobs or phases.

You can 'enter' the dates for jobs in the Edit Named Item Files in GridView, or maintain the text file manually. Then use a formula GetNamedItem({Job number}) to read the date from the text file. There is some information on the Help file for using Named Items, or Steve could certainly help.

Others may have simpler or better suggestions than these.