Starting on the Project Management form, Select the project you would like to add a job to.
Further explanation of projects and how to create them, can be found Project.
After selecting the project, click on the “Add” button above the Jobs Grid.
See Jobs for further explanation on the Jobs section of Project Entry
Upon clicking “Add”, the Job Entry form will load with basic information that is pull from the linked project. Job Entry will restrict you to the “Job” tab until you have filled in the required information and successfully saved the job.
At minimum, you must enter the fields that are required (*) to save the job:
Details
Job Name
Customer
Contact (name)
Primary Cust PO
Primary PO Amount
Primary PO Cost
Job Address
Country
Name
Address
City
State
Zip Code
Your company may/can require more fields, as defined in Global Config.
Click the Save button, above the Job tab, to save your job.
Once your job is saved: a shipto number will populate in the Job, the following fields become read-only, and can only be changed upon deletion of the job.
Primary Cust PO
Primary PO Amount
Primary PO Cost
See Job Header Tab for more detail explanation of its fields
