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Assigning Items to jobs

Judith,

Adding Items to Jobs, so that you can use a Purchase Order/Invoice and add the Job information on the line, you need to setup the Job Planning Line for the Task associated with the Item being purchased. Follow these steps:

To create planning lines for a job

You can refine your new job tasks on job planning lines. A planning line can be used to capture any information that you want to track for a job. You can use planning lines to add information such as what resources are required or to capture what items are needed to perform the job. For example, if you have a task to obtain customer approval of a job, you can associate that task with planning lines for items such as meeting with the customer and assigning a resource.

A job planning line can have one of the following types.

TO CREATE PLANNING LINES FOR A JOB
Type	Description
Budget	Provides estimated usage and costs for the job, typically in a time and materials type project. Planning lines of this type cannot be invoiced.
Billable	Provides estimated invoicing to the customer, typically in a fixed price project.
Both Budget and Billable	Provides budgeted usage equal to what you want to invoice.

Note. As you enter information on job planning lines, cost information is automatically filled in. For example, the cost, price, and discount for resources and items are initially based on the information that is defined on the resource and item cards.

Choose the icon, enter Jobs, and then choose the related link.
Open a relevant job card.
Select a job task for which the Job Task Type field contains Posting, and then choose the Job Planning Lines action.
On the Job Planning Lines page, on a new line, fill in the fields as necessary.
Repeat steps 3 and 4 for all planning lines that you need for the job task.

Now on the Purchase Order or Invoice you...

To purchase items or services for a job

The following procedure shows how to use a purchase invoice to purchase products for a job. The same steps apply when using a purchase order.

Choose the icon, enter Purchase Invoices, and then choose the related link.
Choose the New action and fill in the fields as necessary.
In the Job No. and Job Task 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.

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.
Choose the Post action.

To view the value of purchases for a job

Choose the icon, enter Jobs, and then choose the related link.
Open a relevant job card.

On the Tasks FastTab, the Outstanding Orders field shows the total outstanding amount, in local currency, of inventory items and services on purchase documents for the job task line.

The Amt. Rec. Not Invoiced field shows the value of items delivered on purchase documents, but not yet invoiced.
Choose either of the fields to open the Purchase Lines page where you can review information about the related purchase document lines, including which items or services have been received.