Job
When you start a new project, you must create a job card with integrated job tasks and job planning lines, structured in two layers.
To Create A Job Card
1. Choose the search icon, enter Jobs, and then choose the related link.
2. Choose the 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.
Job Tasks
A key part of creating a job is to specify the various tasks involved in the job.
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Every job must have at least one task.
To Create Tasks for Jobs
1. Choose the Search icon, enter Jobs, and then choose the related link.
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4. To indent tasks and create a hierarchy, Choose the Tasks action, the then choose Indent Job Tasks action.
Job Planning Lines
Job Planning Lines helps to view all planning lines for the job. It is used to plan what items, resources, and general ledger expenses that you expect to use on a job (budget) or you can specify what you actually agreed with your customer that he should pay for the job(billable).
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 and then choose the Job Planning Lines action.
3. On the Job 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.
To Purchase Items or Services For A Job
1. Choose the icon, enter Purchase Invoices, and then choose the related link.
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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.
Job Journal
Job journal lines is used to post usage for a job.
To Create Job Journal Lines from Job Planning Lines
When you are ready to post financial information for jobs, you must create job journal lines that you can post.
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8. When the job journal lines are complete, choose the Post action.
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Job Sales Invoice
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You can create an invoice from a job planning lines, and indicate at that time the quantity of the item, resource, or general ledger account that you want to invoice.
To Create And Post Job Sales Invoice from Job Planning Lines
1. On a job planning line, in the Qty. To Transfer to Invoice field, enter the quantity of the item, resource, general ledger account type that you want to invoice and choose the Create Sales Invoice action.
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