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Working With Job

2024/11/07 • 2 min. to read

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Use the Create Project action to create a project for a Contract. The project number is then entered in the corresponding field at the Contract header as well as the Contract lines. Provided you have enabled Create Job Task and Planning Lines in the NCRC Recurring Contracts Setup, when enabled, a Job task and planning line will be created and assigned to the Contract line. The assignment of Job, Job Task & Job Planning Line can also be done manually. A Job is created for each Contract line. The Job Task No. is assigned based on the Start No. in the NCRC Recurring Contracts Setup. The description corresponds to the description of the Contract line. In addition, a Job Planning Line is created for each Contract line.

Field	Value
Planning Date	Start date of the Contract line
Line Type	Budget
Document No.	Contract No.
Type	Contract line type
No.	Contract line No.
Description	Contract line description
Quantity	Total quantity for the complete duration of the Contract line
Unit Cost	Cost price of the Contract line - if filled
Unit Price	Sales price of the Contract line - if filled

Job Planning Lines that are linked to a Contract cannot be changed or posted or invoiced from within the Job. Please use the corresponding functions in the Contract. As soon as a Contract linked to a Job creates a sales invoice, a billable Job Planning Line is created, and it is invoiced. This creates a Job item of type sales on the Job, and the actual values end up on the Job. For more information, see Working With The App, Job Integration, Working With Job And Contract.

See also

• Working With The App, Job Integration, Working With Job And Contract