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Link to Sales Order Processing

Datafile Software

Link to Sales Order Processing

Sales Order Processing is different from the other applications discussed so far in that it doesn’t link to Job Costing as a standard feature of the application itself but instead links via an accessory. This accessory allows not only the ability to update the amount invoiced to the job but also to post costs to the job and, if necessary, create the job record itself from the order.

The Sales Order / Job Costing link can be defined at either the order header or order detail level.

If link at the order header level you can either link to an existing job or create a new job and against each detail you can specify the cost code to update the cost to (as appropriate). On invoice/credit posting both the amount invoiced and any cost transactions are updated to job costing.

If link at the detail level then you cannot create a new job at this point but you can link to existing jobs and different details can relate to separate jobs. At the detail level you can also specify a cost code to update the cost to where appropriate. On invoice/credit posting the amount invoiced and any cost transactions are updated to job costing.

Contract / Operation Configuration

If using the contract/operation configuration of job costing where you have one major contract job with separate operation jobs linked to it then when linking at the header level you are linking (and creating) the operation. The contract must have previously been created within job costing.

  • Release ID: Standard