Sales Set Up Sales Entry Layout window: Job Cost Detail tab
This tab is only enabled if Job Cost is installed.
Use this tab to define Detail prompts for the Order Entry window. Detail prompts apply only to specific detail lines. Select any prompts that you want to include in the specified sales entry layout and define the options that are applicable to your business.
The selections on this tab only appear in the Order Entry window when you choose to
enter invoices from Job Cost.
Line Item Prompts
Select any Line Item Prompts you want to include in the entry window and define the options. Required prompts appear first in the list (preceded by an asterisk), followed by the optional prompts. When you click on each prompt, a description of the field appears below the Line Item Prompts box to help you decide if you need that prompt and how to use it.
Cost Code
This field displays the Cost Code for the line item. You cannot edit this field.
Extended
If you are invoicing the line item, this field displays the product of Price * Quantity. You cannot edit this field.
Job Number
This field displays the job number for the line item. You cannot edit this field.
Invoice This Item
Select this check box if you want to invoice the line item.
Phase
This field displays the phase number for the line item. You cannot edit this field.
Price
This field displays the price you entered on the Cost Code Template. You can edit this field.
Quantity
This field displays the quantity for which you entered cost activity. You can edit this field.
Description
This field displays the description for the line item. You can edit this field if you select the Allow Input check box.
Line Number
This indicates the number for each detail line and increments with each line. You cannot edit this field.
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 for the detail line. You can have the
Tax Code field visible in just the Header section, just the Detail section, or both sections of the window.
If the Sales Tax Code can change from line to line on the invoice, you need to have the Tax Code field visible in the Detail section of the window. If the same Sales Tax Code applies for the entire transaction, then you might instead want to have the Tax Code field visible only in the Header section of the window.
Your selections for Use Header Tax Code For All Detail Lines and Replace Detail Tax Codes when Header Tax Code is Changed in Sales Order Entry Preferences window will affect the Sales Tax Code being used for each detail line.
If you force the use of
AvaTax, you will not be able to enter a Tax Code in this field.
Published date: 11/22/2021