It would be a big improvement in efficiency if, when adding to an AP invoice Job-Phase-Category details for which there is no estimate, a user would be prompted to create an estimate. This would work similarly to the way a user is prompted to add a new vendor on the fly when entering an invoice.

Of course, this would assume that a user has the security access to add a new estimate, that the phase and category codes exist, and that the "categories apply" setting for the phase is respected.

Please consider making this improvement to a future release.

Steve

Hi Steve,

When a job is defined to use the 'Simple costed job' setting, then you don't have to pre-define estimates, and they can be added on the fly in cost entry when the batch is posted.

I can write up the suggestion in the case where the 'simple costed job' option is not defined.

Hi Softrak

I think you are wrong on this, are you sure you read what I wrote? I am talking about invoice entry batches in AP, not cost entry batches in JC. I get an error message "Please enter a valid phase (or category)" when I tested this out for a "simple" job.

Steve

Sorry, that was a mis-read. Simple Costed jobs only affect cost entry within Job cost, not any other application that supports job cost (AP, AR, PO, Invoices, etc).