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Record Source on Job Transactions

Datafile Software

Record Source on Job Transactions

Job Costing transactions can be created from the Sales Ledger, Purchase Ledger, Cashbook, Invoicer, Sales Order Processing, Purchase Order Processing and, of course, Job Costing itself and it can be useful sometimes to identify where the transaction was created from. This new feature allows for a ‘source’ flag similar to that used in the Nominal Ledger and Cashbook to be recorded on the transactions.

Installation

Database Changes

A new ‘Source’ data item is required on the job transaction file. To create select Installation from the main menu followed by Application Manager and then Restructure a Database. Select the Job Costing application and choose to update the live files before selecting the Job Cost File. Once the items are listed move down to blank entry and press <Enter> to add the item below:

Item Name Type Description

SOURCE X (3) Three character flag updated with the details of the source of the transaction – S/L, P/L, CBP, INV, SOP, POP or JOB


Once the item has been created press <ESC> and select to update the database changes.When prompted confirm the extract of existing records and the extract of any table definitions. Once the live file has been updated you will be prompted to update the base file – respond as required, if choose to update then insert the same item as above at the same item number in the base file.

Datafile Database Profiles

The new ‘Source’ item needs to be referenced within the Datafile Database Profiles for Job Costing.From the main menu select Installation followed by Application Manager and then Set Database Profiles. Select the Job Costing application and the new source item is referenced on the Cost Trans Items 2 parameter screen.


The new ‘Source’ data item reference needs to be referenced against the ‘Source’ prompt on the left of the screen.

Custom Fields
  • Release ID: 6.2
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