Line Type in Job Journal always defaults to blank

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Posted on by Ivan Levin

Hi Everyone

I have the following setup with Jobs:

A Job is setup with multiple job tasks and planning lines are set to "Both Budget and Billable" and Resource Prices are set for each Job Task. (Some Jobs would have specific Planning Lines setup whereas others wouldn't have as they would be T&M).

Resources then enter their timesheets and are approved and on the Job Journal the correct data pulls through using the "Suggest Lines from Timesheets" functionality however the Line Type is always blank resulting in having to complete it for every job journal line which can sometimes be a large number.

How is is possible to ensure the Line Type defaults to "Both Budget and Billable" ?

Many Thanks

Ivan

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Bilal Haider 414 on at

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Hi,

You can do this by adding a line of code in report Suggest Job Jnl. Line where Line is created and given values:

JobJnlLine."Line Type" := JobJnlLine."Line Type"::"Both Budget and Billable";

May be you already know but just to inform again that you should be aware that giving Line type Budget & Billable in Job journal will create new lines each for Budget and Billable in Job planning with the quantity that you have posted. If you are already creating Budget & Billable line with quantities in Job planning then you do not need to create them again.

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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You do not want to post entries through the Job Journal with a Line Type of "Both Budget and Billable". You would force your estimate to balloon with each entry.

You also do not want to use "Both Budget and Billable" for the Job Planning Lines if you plan to bill from the actual Time posted from Time Cards.

Typical setup would be to use "Budget" for the Job Planning Lines, which creates your Job's estimate.

IF the Job is a Time and Material Job you would use Line Type = Billable for all entries posted through the Job Journal. This creates lines on the Job that can be transferred to the Invoice during the "Create Invoice" process.

IF your Job has a set Contract amount, or planned billing milestones, you would use a BLANK Line Type for all entries posted through the Job Journal. In this scenario you should have already created your Billable Job Planning Lines so they are ready to invoice on a planned future date.

The only time you want to use "Both Budget and Billable" would be on a Job Planning Line and ONLY if you plan to bill exactly what you estimated regardless of the actual costs involved. Based on our customer base, almost nobody does this.

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Ivan Levin 45 on at

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Thanks, Ben. Appreciate your assistance.

The only problem I am left with is that the Line Type is still blank in the job journal meaning if there are a large number of timesheet lines on the Job Journal that it is not ideal that the user needs to manually select Billable for each and every line on that job journal.

Ideally it would be nice to be able to have it default to billable and change if necessary.

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Bilal Haider 414 on at

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You need to do customization and add a line. I have described this in previous reply.

You can also achieve it doing customization like that at page level.

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Ivan Levin 45 on at

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Thank you, Bilal.

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tristancliffe 64 on at

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Dear Bilal,

How/where might one write that code (to set default line to Billable)? Via a report extension? As a page extension with a trigger?

I tried several approaches, but it wouldn't recognise the code as valid (BC SaaS via VS Code).

Thanks.

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Inge M. Bruvik 1,111 Moderator on at

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The easiest way is through a table extension or through an event subscriber.

Report is not good for this purpose.

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tristancliffe 64 on at

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Alas, I am not clever enough!

My table extension doesn't work. Report extensions didn't work because of protected variables. I am not good enough to write an event subscription!!!!

tableextension 50201 "Job Journal Line Ext" extends "Job Journal Line" { fields { field(50100; "Work Done"; Text[700]) { CaptionML = ENG = 'Work Done', ENU = 'Work Done'; } } trigger OnAfterInsert() var JobJnlLine: Record "Job Journal Line"; "Line Type": Option; begin JobJnlLine."Line Type" := JobJnlLine."Line Type"::Billable end; }

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