Contract, Project, Category, and Item Number/Resource for Additional Costs on Credit/Debit Notes
If the return or invoice was job-related, the program will provide the job to which each cost was assigned. If you use different terms than “Contract,” “Project,” and “Category” in Project and Job Costing, the program displays them instead.
For job-related transactions, you can also specify the Billing Type, Billing Rate, AR Item Number, and AR Item UOM for the customer invoice near the end of the detail line.
Note:
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You specify this information only if you are not prorating the cost to individual detail lines (No Proration). The fields are disabled if you are prorating by cost, quantity or weight, or prorating manually (where you allocate costs to the individual lines on the Distribute Additional Costs form).
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You enter/select the resource using the Item Number field.
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You cannot change these fields once you have added the detail line.
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These fields appear only for job-related credit or debit notes.
Click the following items for more information:
CategorySelect or enter a category that is assigned to the project in Project and Job Costing.
Select or enter a contract number for each detail. You can enter or select only contracts that are open or on hold. (You cannot process transactions to an account that is on hold, if it has never been opened.)
The program displays the cost class for the category used in each detail. You cannot change this field.
Use the Item Number field to specify the resource for this detail.
For standard contracts, you must specify a resource that you have assigned to the project in Project and Job Costing (such as an equipment code or a subcontractor code). If you specified a basic contract, you can enter anything you like in this field, or leave it blank.
You can only enter or select projects that are:
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Assigned to the contract that you selected.
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Open or on hold. If a project that is on hold has never been opened, you cannot select it.
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Not closed to costs.