(c) Profile Systems Design Group, Inc. 2024 Build: 4.008.733 Help ID: 4382
Jobs
Jobs allow a customer to organize invoices into projects so that all transactions related to that project are organized and can easily be found. Jobs can have specific contacts, credit limits, and POs. To enable jobs, Use Jobs must be checked in AR | Customer File | Accounting.
Click Jobs in the customer file in View mode. The button is not clickable in Edit mode.
You can indicate a tax type specifically for this job that is different from the tax type for the customer. All purchases applied to this job receive the indicated tax type. Note that if the tax type is non-taxed, a tax ID number must be entered at the bottom of the Job Properties screen. An expiration date is not required.
The customer can specify a credit limit that limits the amount that can be charged to the customer account in association with this job. When the invoices are paid off, the credit is restored, like a charge account. If an account charge transaction exceeds the credit limit for that job, you are prompted to select a different payment method or obtain a manager override.
Alternatively, the customer can specify a job or PO limit, which tracks all transactions using any payment type applied to this job and displays the unused portion at Ring Sale.
This amount is not restored, even after the invoices are paid off. If a transaction exceeds the job/PO limit for that job, a message is displayed that the limit has been exceeded, and you must choose a different payment method.
At Ring Sale, you are prompted to select a job to apply purchases toward.
You can also add a new job on-the-fly by entering the new job information in the fields on the right side of the screen and clicking Select. You are prompted to confirm that you wish to add the job to the jobs list.
If an invoice is mistakenly applied to the wrong job, the invoice header can be changed to reflect the correct job. For more information on changing the invoice header, see Edit Invoice Header.
