Job unit transactions are like job transactions except that the transaction's debit amount is automatically calculated based on the quantity and estimated amount per unit for the selected cost code.

Step 1:

...

Complete the job unit entry window.

1. Choose Transactions > Job Cost > Job Unit Entry.
2. Complete the following fields, as necessary.
   • Journal Entry, Batch NumberEnter : Enter Journal Entry and Batch numbers.
   • Transaction DateEnter : Enter a Transaction Date.
   • Source Document, ReferenceEnter : Enter a Source Document and Reference. For Transaction-Level billing type jobs, the information you enter in the Reference field will appear on customer invoices. That information should be relevant to what you want the customer to see on the invoice. If you do not make an entry, a line item will have a dollar amount with no description. Audit trail information appears on posting journals and can be used by external auditors to verify the accuracy of your record-keeping processes.
   • Job NumberEnter : Enter a Job Number.
   • Cost CodeEnter : Enter the Cost Code that the debit or credit amount applies to. The transaction distributes automatically to the posting account assigned to this cost code in the Job Cost Codes Setup window.
   • QuantityYou : You must enter a number other than zero.
   • Debit / CreditEnter : Enter a Debit or Credit amount.
   • AccountEnter : Enter the offset account information. If you enter credit amounts, do not enter a job number or cost code unless you are certain you want to credit a job and cost code.

Step 2:

...

Print an edit list

...

To print a Job Transaction Edit List for units with job detail before posting, choose File > Print.

Step 3:

...

Post or save the transaction.

Choose Save to save the transaction or Post to post the transaction.

Job Cost detail appears for each transaction posted real-time when you close the Job Transaction Entry window. Depending on the Financial Series Posting Setup, you can print a posting journal for batch postings.

...