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To Create A Job Card
1. Choose the search icon, enter Jobsenter Jobs, and then choose the related link.
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2. Choose the New actionthe New action, and then fill in the fields as necessary. Hover over a field to read a short description.
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3. To specify the job with information on other jobs, choose the Copy Job action, fill in the fields as necessary, and then choose the OK button.
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To Create Tasks for Jobs
1. Choose the Search icon, enter Jobsenter Jobs, and then choose the related link.
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2. Open the job card for a relevant job.
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3. On the Tasks FastTab, fill in the fields as necessary on a new line.
4. To indent tasks and create a hierarchy, Choose the Tasks action, the then choose Indent Job Tasks action.
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To Create Planning Lines For A Job
1. Open a relevant job card.
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2. Select a job task for which the Job Task Type field contains Posting, and then choose the Job the Job Planning Lines actionLines action.
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3. On the Job Planning Lines page, on a new line, fill in the fields as necessary.
Manage Job Supplies
Managing project supplies of items, services, and expenses is an integral and critical aspect of the execution of all jobs. You can use inventory quantities or make job-specific purchases using purchase orders or purchase invoices.
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1. Choose the icon, enter Purchase Invoices, and then choose the related link.
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2. Choose the New action the New action and fill in the fields as necessary.
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3. In the Job No. , Job Task No and Job Planning Line No. fields, select the information of the job that you want to purchase items or services for. Use the personalization tools if a field is not visible.
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NB: The value that you select in the Job Line Type field defines whether a planning line is created when you post the usage of the item. If the field contains Billable, then job planning lines that are ready to be invoiced to the customer are created.
4. Choose the Post Action.
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To Create Job Journal Lines from Job Planning Lines
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