Jobs ⛭

See Ref #

See Documents and Templates

To configure Jobs, from the Explorer click Setup > Configuration this displays the Configuration page. Then, in the Sales section, Click 'Job', to display the Job Configuration Document.

The Job Configuration Document enables configuration of:

  1. Job Ref # generation: The Ref # can be generated automatically (if the value is [auto]) or entered manually. For more information on Ref # use and configuration see Working with Reference Numbers (Ref #).

  2. The Job Column on Transactional Documents, that allows you to assign a Line Item to a particular Job on, for example, a Bill or Purchase Order (as seen below). As shown below, click on 'Always show Job Columns' to see the Job column on Transactional Documents.

Enabling the Line Item table Job Column

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