JC Sales Order Entry window: Detail Information

JobCostCS > Job Cost > Invoicing/Make to Order menu > JC Sales Order Entry window > JC Sales Order Entry window: Detail Information

You can define the prompts that appear in this section of the window on the Sales Set Up Sales Entry Layout window Job Cost Detail tab. The options are listed alphabetically, with the required fields listed first, and based on their the titles in the Set Up Layout window.

If you want to enter a comment, right-click on a detail line and select Insert Comments or Insert Comment Code. Insert Comments will open the Enter Transaction Comments box, in which you can type the comment you want to add. You can also use the ALT+F6 hot key to open this window. Insert Comment Code opens the Sales Comment Code Lookup, from which you can select a Comment Code that was set up in Sales. The Description field must be showing in your layout for you to see the comments. They will also print on your invoices.

Cost Code

The Cost Codes that appear have WIP greater than $0 and meet your criteria from the JC Invoicing window. You cannot edit this field.

Extended

This displays the Cost Code quantity * price. You cannot edit this column.

Invoice This Item

Select the check boxes for the Cost Codes you want to invoice. If you selected Automatic from the Invoicing Type drop-down in the JC Invoicing window, Cost Codes up to the amount you entered will be checked.

Job Number

This is the job you selected from the JC Invoicing window. This column cannot be edited.

Phase

This is the phase the Cost Code is in and it cannot be edited.

Price

This is the price you entered on the Cost Code Template. You can change it here.

If you are doing a reversal transaction, the price cannot be more than the amount originally paid.

Quantity

This is the Cost Code quantity you entered in the Cost Activity window for the activity transaction. You can change it here, however it cannot be more than the quantity on the Cost Code. If the quantity on the Cost Code changes after you create the invoice, the change will not be reflected on the invoice when you recall it.

If you enter a quantity that is less than the total quantity available and you entered activity at different costs for the same Cost Codes, WIP will be relieved in the order of oldest first.

Description

This is the description of the Cost Code. You can edit this field.

Line Number

This is the number of the current detail line and is assigned automatically by the system. You cannot edit it.

Orig Purchase Date for Returns

This option is only available if you are integrated to AvaTax. You can enter the date of the original purchase in this field. It is used to accurately calculate the tax for returned items.

Sales Tax Code

This is the Sales Tax Code that applies to this detail line. If you selected the Taxable check box and entered a Tax Code in the Job Management window, that Tax Code will default here. You can edit the Tax Code for each detail line.