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 |
For Billing Schedule - fill up following data in Job Planning Lines:
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Step 4 – Create Sales Invoice - for billing schedule only |
Create sales invoice for the deposit. Select Actions, Functions, Create Sales Invocie… |
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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
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- Jobs Per Customer