Contract, Project, Category, and Item Number/Resource for Job-Related Credit/Debit Notes
If the return or invoice was job-related, the program will provide the job to which each detail was assigned. If you use different terms than “Contract,” “Project,” and “Category” in Project and Job Costing, the program displays them instead. (The "resource" appears in the Item Number column.)
Purchase Orders updates the actual quantities and costs for jobs with the amounts on credit or debit notes. For example, costs are affected by credit and debit notes, and quantities are affected by credit note returns. (Quantities are not affected by credit notes that reference invoices or debit notes.)
Note:
-
The Job-Related checkbox will be automatically selected if the invoice or return was job-related. You cannot change it.
-
You enter/select the resource using the Item Number field.
-
You must select the Job-Related checkbox if the reference document no longer exists in PO.
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.
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). You cannot leave this field blank.
You can only enter or select projects that are:
-
Assigned to the contract that you selected.
-
Open or on hold. If a project that is on hold has never been opened, you cannot select it.
-
Not closed to costs.