How to: Create Job Sales Invoices from Job Planning Lines

You can create an invoice from job planning lines, and indicate at that time the quantity of the item, resource, or general ledger account that you want to invoice.

To invoice quantity on a job planning line

  1. In the Search box, enter Jobs, and then choose the related link.

  2. Select a job. On the Home tab, in the Process group, choose Job Task Lines.

  3. Select a job task for which the Job Task Type is Posting. On the Home tab, in the Process group, choose Job Planning Lines.

  4. On a job planning line, in the Qty. To Transfer to Invoice field, enter the quantity of the item, resource, general ledger account type that you want to invoice.

  5. On the Home tab, in the Process group, choose Create Sales Invoice. The Job Transfer to Sales Invoice window opens.

  6. Enter the posting date and whether you want to create a new invoice or append this invoice to an existing one. Choose the OK button.

  7. In the job planning line, in the Qty. Transferred to Invoice field, you can see the quantity. On the Home tab, in the Process group, choose Sales Invoices/Credit Memos. Select the invoice, and choose Open Sales Invoice/Credit Memo. The Sales Invoice window opens. The quantity that you have transferred is indicated on the invoice.

  8. If there are to be no additional changes, set the status of the invoice to Released. On the Home tab, choose Post.

See Also

Tasks

How to: Create and Post Job Sales Invoices