Create Job

Explanation

When you create a financial job, your objective is to trace the actual costs from a job in the general ledger. You also want to update the cost of sales with the actual costs.

Prerequisites

• A version of IFS Financial that allows job costing must be installed.
• A job template must have been created in IFS/General Ledger.
• The customer order must be in status Planned

System Effects

A financial job is created in the project accounting part of the general ledger.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Order Lines

Procedure

1. Go to the Customer Order/Order Lines tab.
2. Select the customer order line for which you want to create a job.
3. Open the Operations menu and select Create Job
4. Enter the earliest and latest date for which it is possible to specify postings on the job, i.e., the lifetime of the job.
5. Decide whether you want the job to close automatically when the order line has been finally invoiced or whether you want to close the job manually.
6. Select OK.