Open the 
Job Task Lines
window,
Click Functions and select Edit Planning Lines.
When a customer wants to know the price of a job that will be invoiced based on usage, you need to determine the budgeted costs for the job. You use the Job Task Lines window to do this.
Open the Job Task Lines
window,
Click Functions and select Edit Planning Lines.
The Job Planning Lines window opens with the Job No. and Job Task No. fields filled in, based on the job task line you were on in the Job Task Lines window.
If you are not on a job task of account type Posting, an error will be displayed saying it must be posting.
Enter the line type as either Schedule, Contract or Both Schedule and Contract. Use the line types as follows:
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If you do not want … |
… then select Line Type option: |
This means that… |
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Both Schedule and Contract |
the cost and price amounts entered in the planning line are the budgeted costs for this particular planning line and the price that will be invoiced. |
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invoice details to be related to specific usage entries. |
Schedule |
the cost and price amounts entered in the planning line are the scheduled cost and scheduled price of the usage for this particular planning line. It is not necessarily the amount that will be invoiced to the customer. |
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invoice details to be related to specific usage entries. |
Contract. Alternatively, create the entries with Line Type of Both Schedule and Contract and use the Split Planning Lines function to create separate Schedule and Contract planning lines. |
the cost and price amounts entered in the Contract planning line are the contracted costs and price that will be invoiced for this particular planning line. This may relate to one or many scheduled usage amounts. |
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usage to be charged to customer and you do not want it to appear in the customer invoice. |
Schedule |
it can never be transferred to an invoice but will still be used in the WIP calculation. |
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usage to be charged to the customer but you want it to appear in the customer invoice to show the customer they have not had to pay for something. |
Both Schedule and Contract or, if you select Contract, then change the Default Unit Price for the planning line to 0. |
the planning line details can still be transferred to an invoice but will not have a price for the customer. |
Fill in the Planning Date field for the planning line. This is the date that usage relating to this planning line is expected to be completed and posted and also the date at which the planning line may be transferred to a sales invoice and posted.
Fill in the Type and No. of the planning line – Type options are Resource, Item, G/L Account, or Text. The Description field will be filled in based on the selections made in the fields. The Unit Cost and Unit Price fields will be filled in for line types other than Text. Text is only used for filling in information in the sales invoice and credit memo documents.
Fill in the optional information for the planning line, for example Location, Work Type, Unit of Measure and Variant Code. This will update the price and cost information filled in as defaults in the planning line. If Location or Variant Code is not blank, then the Type must be Item. If Work Type is not blank, then Type must be Resource.
Enter the Quantity for the planning line. All total price and total cost information will now be calculated and filled in for that planning line.
If you are not happy with the default price or costs, you can manually change them in the planning line.
Close the Job Planning Lines window and return to the Job Task Lines window. Here you can now see a summary of the total budgeted costs, budgeted price, contract cost and contract price for each task.
Setting Up Job G/L Account Prices
Setting Up Job Resource Prices