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Note: if the link not included in navigation bar, click Search button then enter Jobs into search box, select Jobs - Lists.

Select Template then choose action Process => Copy Job

*Job card it use for template must create before use the copy function. 

*If no Job Card use for template in exist, please see Basic Operation - Job (i.e. Project), section for Create Job without copy data from existing record

Select Job Tasks No. it needs to copy from the template…

• Change the Description / Bill-To Customer it copied from Template or source Job card
• Select Job, Dimensions action to enter the Project Code
• In Tasks section, select Manage, New Line or Delete Line to add Tasks or Delete Tasks (if needs)
• Update the Job Planning Line

For Billing Schedule -

Job Tasks 

For Billing by installment, Task No to be show on the invoice printout.  Suggest to use the text below for tasks no.

1ST DEPOSIT

2ND Payment

3RE Payment

BALANCE PAYMENT

Job Planning Lines for each Job Tasks Line

fill up following data in Job Planning Lines:

• • Planning Date – enter the target billing date
  • Line Type – select Billable
  • Type – select Item
  • No – select the item no. it use for the payment
  • Description – change the description if needs
  • Quantity – enter 1
  • Unit Price – enter the amount for the payment

Create sales invoice for the deposit.  Select Actions, Functions, Create Sales Invoice…

1) In order to attach the Project Code to AR entry, fill up the Project Code in sales invoice header.

2) For 2nd payment or after, user need to update the invoice no. in Posting No. 

For example SI21F0005 is created for 2nd payment for the project.  The invoice no. for 1st payment is SI21F0004, the posting no, for this invoice need to change to SI21F0004P2.

3) Enter Work Description

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4) Enter Document Remarks

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