Creating Jobs
Jobs are used to track any sort of project that you have arranged with a client. There are several activities throughout the system that allow you to select a job number. You can tie the various activities associated with the job together.
For example, suppose you tell a client that you will assemble, sell, deliver and set up three copy machines. You can link all of these activities together using a single job. Every time you do an activity related to the copiers for the customer, you can select the job number and the activity is tied back to that customer's order. After the project is complete, you can run the job reports to see what revenues were collected and what costs were incurred associated with the project.
You can associate a job with:
Sales orders
Sales invoices
Contracts
Service invoices
Purchase orders
Inventory refurbishments
Inventory assemblies
Getting to the TransactionGetting to the Transaction
From the Tools menu, select Jobs to open the Inventory Jobs window.
Click [New] to open the New Job window.
In the Job number field, enter the job number.
Details TabDetails Tab
Complete the following fields as appropriate:
Customer: Use the lookup icon to select the customer to whom this job is assigned.
Bill to: Use the lookup icon to select the bill to address for the customer to whom this job is assigned.
Description: Description of the job.
PO number: Purchase order number issued by the customer to authorize this job, if any.
Due date: Date on which the job must be completed.
Estimated open date: Date on which the job is expected to be started.
Open date: Date on which the job is actually started.
Estimated close date: Date on which the job is expected to be completed.
Close date: Date on which the job is actually completed.
Contacts TabContacts Tab
Click the Contacts tab to bring it forward.
To add a contact associated with this job, do the following:
In the Contact field, use the lookup to select the contact.
Click [QuickAdd] to add the contact to the list.
To add another contact, repeat Steps a and b.
Transactions TabTransactions Tab
Once the job is saved, you’ll be able to view all transactions on this tab.
Completing the TransactionCompleting the Transaction
Click [OK] to save the job.
Non-supported ReleaseNon-supported Release
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