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Create Jobs for Project Engineering Schedule / Billing Schedule

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

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 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

Step 4 – Create Sales Invoice  - for billing schedule only

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

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


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