Copy Job Tasks Window

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Copies task lines and job planning lines from one job task to another. You can copy from a job task in the job you are working with or from a job task linked to a different job.

Note

The planning dates on the planning lines that you copy will be the same dates as the planning dates in the planning lines that you copy from. After you have copied, you can change these dates by running the Change Job Dates batch job.

Copy From FastTab

In the Copy from FastTab, you specify the job and job task you want to copy planning lines from.

The FastTab has the following key fields.

Option Description

Job No.

Enter the job number of the job you want to copy from. Choose the field to see a list of available jobs.

Job Task No. From

To copy planning lines for a certain range of job tasks, enter the first job task number to be copied from in this field. Only planning lines with a job task number equal to or higher than the number specified in this field will be included.

Job Task No. To

To copy planning lines for a certain range of job tasks, enter the last job task number to be copied from in this field. Only planning lines with a job task number equal to or lower than the number specified in this field will be included.

Source

In this field, you select the basis on which you want the planning lines to be copied. If, for example, you want the planning lines to reflect actual usage and invoicing of items, resources, and general ledger expenses on the job you copy from, then you must select Job Ledger Entries in this field. If you do not want to copy any Job Planning Lines, select None.

Incl. Planning Line Type

Specify the planning line type you want to copy from. The options are as follows:

  • Schedule+Contract: All planning lines are copied

  • Schedule: Only lines of type Schedule or type Both Schedule and Contract are copied.

  • Contract: Only lines of type Contract or type Both Schedule and Contract are copied.

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You only have to fill in this field, if you selected Job Planning Lines in the Source field.

Incl. Ledger Entry Line Type

Use this field to specify the job ledger entry type you want to copy from. The options are as follows:

  • Usage+Sale: The program copies all job ledger entries, regardless of type. Entries of type Usage are copied to new planning lines of type Schedule. Entries of type Sale are copied to new planning lines of type Contract.

  • Usage: The program copies all job ledger entries of type Usage to new planning lines of type Schedule.

  • Sale: The program copies all job ledger entries of type Sale to new planning lines of type Contract.

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You only have to fill in this field if you selected Ledger Entries in the Source field.

Starting Date

To copy planning lines or ledger entries for a specified period of time, enter the starting date of that time period in this field. Only planning lines or ledger entries with a planning date on or after the starting date will be included.

Ending Date

To copy planning lines or ledger entries for a specified period of time, enter the ending date of that time period in this field. Only planning lines or ledger entries with a planning date on or before the ending date will be included.

Copy To FastTab

In the Copy to FastTab, you specify the job and job task you want to copy planning lines to.

The FastTab has the following key fields.

Option Description

Job No.

Enter the number of the job that you want to copy planning lines to. Choose the field to see a list of available jobs.

Apply FastTab

In the Apply FastTab, you specify how the job should be copied.

The FastTab has the following key fields.

Option Description

Copy Quantity

Select to copy the quantities to the new job.

Copy Dimensions

Select to copy the dimensions to the new job and job tasks.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

See Also

Reference

Copy Job
Copy Job Planning Lines