Contract, Project, Category, and Item Number/Resource for Additional Costs on Receipts
For job-related receipts, either expense the additional cost or specify 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.
You also specify the Billing Type, Billing Rate, AR Item Number, and AR Item UOM for the customer invoice.
Note:
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You enter/select the resource using the Item Number field.
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These fields will appear only for job-related receipts, and be enabled only for No Proration additional costs.
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.
For No Proration additional costs, use the Resource 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).
For basic contracts, you can select anything you want to identify the cost, but you can also 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.