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Create Jobs for Project Engineering Schedule

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Step 1 - Click [Jobs] in navigation bar.

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

Step 2 - Create new Job by copy from template

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…

Step 3 – Enter Job Information

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 Link Line or Delete Line to add Tasks or Delete Tasks Update the Job Planning Line For Billing Schedule - fill up following data in Job Planning Lines: Planning Date – enter the target billing date Line Type – select Billable Type – select Item No – select ‘00’ Description – change the description if needs Quantity – enter 1 Unit Price – enter the amount for the payment Image Removed

Step 4 – Create Sales Invoice  - for billing schedule only

Create sales invoice for the deposit.  Select Actions, Functions, Create Sales Invocie… Image Removed

(i.e. planning line for start date and end date)

On-screen preview Jobs

• Jobs List – list of existing jobs
• Job Tasks – list of existing job tasks lines
• Role Centre – Invoicing Data Cues to preview no. of invoice need to create

Report

• Job Suggested Billing
• Jobs Per Customer

1.4 - Create Sales Order for the project

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Step 1 – Select Sales Order then select New Action

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Step 2 – Copy Sales Order from Quotation

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IMPORTANT – make sure the project code is recored on the sales order.  If project code is recorded in source qotation, it should be copy to the sales order.  Enter the Project Code in sales order if missing.

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Step 3 – Add line for material list

Sales line to be copied from the sales quotation. 

IMPORTANT*

• if the item if generic and the description to be different on each order, user need to update the description in sales line.
• If the unit of measure is not base unit, user must change the UOM code before edit the description.  Once UOM is change, system will reflash the Description.
• [Purchasing Code] – select MATERIAL.  If purchasing code is empty, the sales line will not show on the Requisition worksheet.
• No need to enter unit price for the material list item

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• Customer

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• Filter Total by Project Code
• Filter Sales Order Line by Purchasing Code

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Step 4 – Release Sales Order

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