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 |
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… |
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
Step 1 – Select Sales Order then select New Action | |
OR click + Sales Order in Action menu | |
Step 2 – Copy Sales Order from Quotation | |
Sales Order card page to be prompt, enter Customer Name then select Prepare, Copy Document Action | |
In copy sales document dialogue, slect the option as below
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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. |
Step 3 – Add line for material list |
Sales line to be copied from the sales quotation.IMPORTANT*
Report – Customer Order Details to preview the list of material need to purchase for the project
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Step 4 – Release Sales Order |
Release Sales order when the material line is finalized. |