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Working with the App

2024/10/17 • 2 min. to read
According to the field Do not Post automatic in the Setup, job ledger entries of the type Usage are automatically created to the job when delivering sales lines that are linked to a job planning line. Job Ledger entries of the type Sale are then generated during billing. In addition, job planning lines of the type G/L account can be transferred from the job to the sales order or sales invoice using the "Transfer from Job" function, thereby generating final invoices that represent the value of the purchase order minus any down payments made. With the setup Allow Quote Creation and Allow Order Creation you can control if you want to allow the creation of Sales Quotes or Sales Order out of the job directly. If one of these fields is active the corresponding actions in the Job or the Job Planning Line are active and you can create the documents. The Block Project Consumption field determines whether project consumption should be blocked upon posting of purchasing lines. When both the purchase line and a sales line contain the same project, project consumption is blocked with the "Connected Sales Line" option. When a project is specified in the purchase line, project consumption is always blocked with the "Always" option. The standard posting routine will not change when the option field is empty. The permission fields in the Job Sales Document Change Permission determine whether changing, inserting, and deleting are illegal actions in the sales lines. The permissions will throw errors upon encountering an illegal action in the sales lines if a Job Sales Line is set for the specific line. The sales lines are also checked on permissions if the document is manually deleted and the header is linked to a project. If the transfer to sales document fields in the job task line or job planning line are set to false, the specified line will not be carried over when creating sales documents from jobs.