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.
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.
You do this by adding new lines on the Tasks FastTab on the Job Card page, one task per line.
Every job must have at least one task.
To Create Tasks for Jobs
1. Choose the icon, enter Jobs, and then choose the related link.
2. Open the job card for a relevant job.
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.
To Create Planning Lines For A Job
1. Open a relevant job card.
2. Select a job task for which the Job Task Type field contains Posting, and then choose the Job Planning Lines action.
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.
To Purchase Items or Services For A Job
1. Choose the icon, enter Purchase Invoices, and then choose the related link.
2. Choose the New action and fill in the fields as necessary.
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.
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.
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.
1. Click on the search icon, enter Jobs, and then choose the related link.
2. Select a relevant open job, and then choose the Job Planning Lines action.
3. On the Job Planning Lines page, on a relevant job planning line, in the Qty. to Transfer to Journal field, enter the quantity that you want to transfer to a job journal.
4. Choose the Create Job Journal Lines action.
5. On the Job Transfer Job Planning Line page, fill in the fields as necessary.
6. Choose the OK button. Job journal lines are created.
7. To verify the transfer, open the relevant job journal batch and check the entries.
8. When the job journal lines are complete, choose the Post action.
To Create And Post Bob Sales Invoice from Job Planning Lines
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.
1. Click on the search icon, enter Jobs, and then choose the related link.
2. Open a relevant job.
3. Select a job task for which the Job Task Type field contains Posting, and then choose the Job Planning Lines action.
4. 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.
5. Choose the Create Sales Invoice action.
6. On the Job Create Sales Invoice page, enter the posting date and whether you want to create a new invoice or append this invoice to an existing one.
7. Choose the OK button.
8. On the Job Planning Lines page, choose the Sales Invoices/Credit Memos action.
9. The Sales Invoice page opens, showing the quantity that you have transferred to the invoice.
10. Make any additional changes, and then choose the Post action.