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#22780 - 06/15/10 09:10 AM New Invoices linked to JC - Enabling JC fields?
Matthew Lefkowitz Offline
Softrak USA Partner

Registered: 08/17/04
Posts: 296
Loc: San Francisco
New Invoices working with Job Cost. I add an invoice and identify the job in the Header. I add a line item. All three JC fields are disabled although the first, Job, does identify the job. I want to allocate the line item revenue to a Phase and Category in the job. How? What controls the the active/disabled status of these new fields?
_________________________
Matthew Lefkowitz
Lefkowitz Systems
415/657-9900
mlefkowitz@sprintmail.com
www.lefkowitzsys.com

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#22781 - 06/15/10 09:13 AM Re: New Invoices linked to JC - Enabling JC fields? [Re: Matthew Lefkowitz]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11560
Loc: Vancouver, BC Canada
Hi Matthew,

What is the revenue level of the job? I believe if it is only at the job level, you cannot allocate it to a phase or category because Adagio Invoices is on the revenue side. If you want to add a phase/category, you need to edit the job in Job Cost and set the revenue level to Phase or Category, as desired.
_________________________
Regards,
Softrak Tech Support

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#22783 - 06/15/10 09:54 AM Re: New Invoices linked to JC - Enabling JC fields? [Re: Softrak Support]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
You also need to set the JobCost interface in Adagio Receivables to the Job-Phase-Category level.
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Andrew Bates

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