Copy Job Batch Job

You use this batch job to copy job tasks, planning lines, and prices. Before you start copying a job, you must set up a job card for the new job that you want to copy to.

Note

The planning dates on the planning lines that you copy to using this batch job 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.

Fill in the fields as follows:

Options

In the Copy from section, you specify the job and job tasks you want to copy planning lines from:

Job No.: Enter the number of the job that you want to copy from. Click the AssistButton in 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 G/L expenses on the job you copy from, then you must select Job Ledger Entries in this field.

Incl. Planning Line Type: Specify the planning line type you want to copy from. The options are:

Note:

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

Incl. Ledger Entry Type: Use this field to specify the job ledger entry type you want to copy from. The options are:

Note:

You only need 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.

In the Copy to section, you specify which job you want to copy planning lines to:

Job No.: Enter the number of the job that you want to copy planning lines to. Click the AssistButton in the field to see a list of available jobs.

In the Apply section, you specify how the job should be copied:

Copy Job Prices: Insert a check mark in this field to copy Item Prices, Resource Prices, and G/L Prices from the job you specified in the Copy from section.

Copy Quantity: Insert a check mark in this field to copy the quantities to the new job.

Click OK to run the batch job. If you do not want to run the batch job now, click Cancel to close the window.



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