Changing the Detail Order In Your Jobs
If you need to change the order of phases and/or Cost Codes in the detail section of the Job Management window, use the JC Change Job Detail Order window. This will also change the order in which WIP is automatically relieved when you invoice the job.
To change the detail order in your job:
1 In Job Cost, select Job > Change Job Detail Order from the left navigation pane. The JC Change Job Detail Order window will open.
Click thumbnail for larger view of image.
2 In the Job Number field, type the job number or use the Lookup to select the job you want to edit.
3 If you want to change the phase order in the job, select the Phases tab. If you want to change the Cost Code order within a phase, select the Cost Codes tab.
4 If you are reordering phases, drag and drop the phases in the order you want them in the job.
5 If you are reordering Cost Codes, on the Cost Codes tab select the phase you want to reorder from the Phase drop-down.
6 On the Drag and Drop tab, you can reorder each line individually
- or -
On the Column Sort tab, you can click a column heading to order the Codes based on the ascending or descending order of that column.
7 After your phases and Cost Codes are in the correct order, click OK to save your changes.
When you open the job in the Job Management window or invoice your customers, the phases and/or Cost Codes will be in the new order.
Published date: 03/27/2020