Contract, Project, Category, and Item Number/Resource for Job-Related Invoices
If the invoice is job-related, specify for each purchase order detail where the items or resources are going to be used. If you use different terms than “Contract,” “Project,” and “Category” in Project and Job Costing, the program displays them instead.
For job-related invoices:
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You must select the Job-Related checkbox in the top part of the Purchase Order Entry form for these fields to appear.
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You also specify the Billing Type, Billing Rate, and AR Item Number for the customer invoice near the end of the detail line.
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You enter/select the resource using the Item Number field.
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If the invoice is being created from multiple receipts, all receipts must be either job-related or non-job-related.
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Purchase Orders updates the committed quantities and costs for jobs with the amounts on purchase orders.
Click the following items for more information:
ContractSelect 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:
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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.