Enter a Miscellaneous Cost

Enter a Miscellaneous Cost

Overview

To enter a miscellaneous cost:

1. Open Project and Job Costing > PJC Transactions > Costs.

Click here for information on the fields that appear on the Costs form.

2. Click the New button beside the Document Number field. Project and Job Costing assigns a new transaction number when you add the transaction.

3. Enter header information for the transaction.

   • Accept the New status.

   • In the Transaction Date field, specify the date for the transaction.

   The Year/Period field may change, reflecting the fiscal year and period to which the transaction will be posted, unless you change the posting date.

   To change the posting date:

   • Click the Zoom button beside the Year/Period field to display the Posting Date Override form.

   • In the Posting Date field, type or select the correct posting date.

   • Press the tab key to update the Year/Period field to reflect the new posting date.

   • Click Close to return to the transaction-entry form.

   • Click the Zoom button beside the Optional Fields check box to view or edit optional fields for the cost transaction, if you use optional fields.

   • Enter a description and a reference for the transaction using up to 60 characters for each.

4. Click the Detail/Tax button, or click the first line on the grid and press F9 to display the Detail Costs/Taxes form.

5. Enter details for this transaction.

   For each detail you enter:

   • Accept the line number displayed, or click the New button to start a new detail.

   • Complete the detail information for the transaction. (Click here to obtain help on fields.)

   • Click Add or Save to add or save the detail.

6. When you have finished entering details, click Close to return to the Costs form.

7. Click Add (or Save) to add or save the transaction.

8. Click Post.

After posting a cost transaction

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