Copy Description to Invoices

Selected, the Job Description is added to job invoices as narrative lines before the transaction lines, if a new invoice is being created.

Copy Information to Invoices

Selected, the Job Information is added to job invoices as narrative lines before the transaction lines, if a new invoice is being created. If the Job Description is also displayed, this displays after the Job Description. Defaults to False.

Invoice as Quoted

Determines Invoice as Quoted on JC Job Invoicing.

• Pro-rate - invoice all transaction lines at the quantity quoted and spread the difference between the quoted and invoiced amounts evenly across all lines. Marks all lines as fully invoiced.
• Difference - invoice all transaction lines at the quantity quoted and add a single additional line for the difference between quoted and invoiced amounts. Marks all lines as fully invoiced.
• Quoted - marks all transaction lines as fully invoiced, but does not invoice them; adds an additional line for the full amount quoted and the actual cost of all transactions.

  If previous invoices have been generated for the lines, a new "Less previously Invoiced" line is added to back off the previously invoiced Costs. This line has ApprovalInvoiceQuantity = -1, ApprovalInvoiceSellPrice = Job.PendingInvoiceSell + Job.InvoicedAmount, ApprovalInvoiceCostPrice = Job.PendingInvoicedCost + Job.InvoicedCost.

• Estimate - marks all transaction lines as fully invoiced, but does not invoice them; adds additional lines for each Estimate line for the job and invoices those.

  If there is a difference between the full amount quoted, and the sum of the estimates, an adjusting "Estimate Variance" line is added to invoice the quoted amount. This line has ApprovalInvoiceQuantity = 1, ApprovalInvoiceSellPrice = Job.QuotedSell - Job.EstimatedSell, ApprovalInvoiceCostPrice = 0.

  If previous invoices have been generated for the lines, a new "Less previously Invoiced" line is added to back off the previously invoiced Costs. This line has ApprovalInvoiceQuantity = -1, ApprovalInvoiceSellPrice = Job.PendingInvoiceSell + Job.InvoicedAmount, ApprovalInvoiceCostPrice = Job.PendingInvoicedCost + Job.InvoicedCost.

• None - inactivates the Invoice as Quoted button.

Hide Fully Invoiced Lines

Determines the default state of the Show / Hide Fully Invoiced Lines button on the Job Invoicing grid.

Selected, (default) lines marked as Fully Invoiced will be hidden.

Clear, all line invoice statuses will be shown.

Hide Future Lines

Determines the default state of the Show / Hide Future Lines button on the Job Invoicing grid.

Selected, lines dated after the Job Invoicing form Period will be hidden.

Clear, (default) all line dates will be shown.

Allow Non-Job Amounts on Invoices

Selected, you can add lines to Job Invoices that do not relate to the job.

Clear, all lines on a job must relate back to the job.

Allow IN Sourced Invoice Lines

Selected, you can add lines to Job Invoices directly from IN Enter Invoices. When the invoice is posted a JC Transaction is created with the Product code and invoiced quantity - (without an actual quantity as it is assumed the JC transaction was entered through AP Shipments or in JC so no IC issue is created).

Clear, job lines for an invoice must be generated from JC Job Invoicing. This is the default for new companies.

JC Actuals for IN Sourced Invoice Lines

Selected, JC Actuals will be selected by default on IN Invoice Lines.

Clear, (default) JC Actuals will be clear by default on IN Invoice Lines.

Show Job Defaults on IN Lines

Selected, Job Default fields will be displayed on the IN Invoices - Lines tab. Defaults to Selected.

Clear, Job Defaults will not be displayed on the IN Invoices - Lines tab.

Jobs Allowed Per Invoice

• Single Job - only allow one job per invoice.
• Related Jobs - allow related jobs to be invoiced together.
• All Jobs - any number of jobs for the same customer can be invoiced together.

Restrict IN Job Lookup to Customer

Selected, only jobs for the customer can be selected on invoices.

Clear, any job regardless of customer can be selected on invoices.

Complete Invoiced Job

Selected, see Navigator > Tasks > Job Costing > Job Invoicing > Complete Job checkbox.

Complete Invoiced Transactions

Selected, see Navigator > Tasks > Job Costing > Job Invoicing > Complete Transactions checkbox.