Use the following fields to edit billing amounts.
1. Job Number
Specify the job number to review its invoice. Specifying a valid job number displays its invoice and the program proceeds to the prompt-selection field. Press F2 for a job number search by customer or job number. Press F3 for an invoice search by job number or customer.
Both searches work in the same manner, the only difference is the display. The document search (F3) displays information from the invoice, whereas the job number search displays information from the job. After pressing F2 or F3, the program asks to search by job or customer? If you select customer, the program asks for a valid customer to begin listing jobs for. Specifying a valid customer displays all the jobs on file for the customer. The user can then select a job for correction or inquiry, or F4-backup to return to the job number field (#1). Press Enter to default to J.
If you select J, specify the beginning job number to start listing from; press Enter to continue listing, a line # to select a job on the screen, or F4 to back up to field #1.
If the job number entered does not currently have an invoice, the system prompts the user for the transaction cutoff date and optionally creates an invoice if there are transactions on file. If an invoice exists, and the status is not voided the invoice number is displayed as well as the freight and the totals. The program proceeds to the prompt-selection field.
2. Freight
Through the charge freight flag in the job cost static control record, the user establishes whether freight is charged. If this flag is set to N, no freight charge is allowed and the field is skipped. If freight is charged, enter the freight amount (+/-9999.99). Press Enter to default to the displayed amount, initially the amount calculated when the invoice was created.
3. Tax
Through the charge tax flag in the job cost static control record the user establishes whether tax is to be charged. If this flag is set to N, no tax is charged and this field is skipped. If tax is charged, enter the tax amount (+/-9999.99). Press Enter to default to the displayed amount, initially the amount calculated when the invoice was created.
After changing header information, the program proceeds to the prompt-selection field.
4. Unit Price
This field is unavailable if: the entered cost code does not use units. Specify the price per displayed unit of measure. Press Enter to default to the displayed value, initially calculated to be the cost rate marked up by the cost code's default mark up method. Press F2 to default to change the bill rate by using the markup method.
If you press F2, the program prompts the user to enter the mark up amount or percent. Specifying a percent must be followed by a %. (The system assumes dollar amount.) Press F4 to back up to field #4.
The line-item price extension is calculated (price multiplied by the units entered) and displayed. If the extension is greater than $99,999,999, the message EXTENSION TOO LARGE is displayed and the field is not accepted. If the user has a line-item with an estimate in excess of one hundred million dollars, enter the line-item on more than one line. The program proceeds to the prompt-selection field.
5. Price Extension
This field is unavailable if the entered cost code uses units. Specify the extended price for the selected cost code. Press Enter to default to the displayed value, initially calculated to be the cost extension marked up by the cost code's default mark up method. Press F2 to change the price extension by using the markup method.
If you press F2, the program prompts the user to enter the mark up amount or percent. Specifying a percent must be followed by a %. (The system assumes dollar amount.) Press F4 to back up to field #5.
This concludes an entry in the line-item portion of the Individual Job Review program. The running total is updated and displayed.
Following the change of the last line-item, you can perform a number of functions:
# Changes a line-item
L Lists line-items
D Deletes the invoice
Enter List more line-items
F1 Displays the next invoice on file
F2 Changes header information
F3 Ends the inquiry. Clears the information. Returns to the first field.