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Job Type Card


2024/05/07 • 2 min. to read
On this page, more detailed information about the job type can be defined and template jobs can be set.

General, Fields

CodeSpecifies the value of the Code field.
DescriptionSpecifies the value of the Description field.
Job No. SeriesSpecifies the value of the Job No. Series field.
Job Dimension CodeSpecifies the value of the Job Dimension Code field.
Block Job Dimension Value CodeSpecifies the value of the Block Job Dimension Value Code on the Job Completion field.
Configuration TemplateSpecifies the value of the Configuration Template field.

Template Job, Fields

Template Job No.Specifies the job template number to copy from.
From Job Task No.Specifies the job task no. from where to start to copy.
To Job Task No.Specifies the job no. to where to end the copy.
SourceSpecifies the basis on which you want the planning lines to be copied. If, for example, you want the planning lines to reflect actual usage and invoicing of items, resources, and general ledger expenses on the job you copy from, then select Job Ledger Entries in this field.
Incl. Planning Line TypeSpecifies how to copy planning lines. Budget+Billable: All planning lines are copied. Budget: Only lines of type Budget or type Both Budget and Billable are copied. Billable: Only lines of type Billable or type Both Budget and Billable are copied.
Incl. Ledger Entry Line TypeSpecifies how to copy job ledger entries. Usage+Sale: All job ledger entries are copied. Entries of type Usage are copied to new planning lines of type Budget. Entries of type Sale are copied to new planning lines of type Billable. Usage: All job ledger entries of type Usage are copied to new planning lines of type Budget. Sale: All job ledger entries of type Sale are copied to new planning lines of type Billable.
Start DateSpecifies the starting date for the template.
End DateSpecifies the ending date for the template.
Templ. Copy QuantitySpecifies if the quantities in the template should be copied.
Templ. Copy DimensionSpecifies if the dimensions in the template should be copied.
For more information, see Working with the App.

See also




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