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- Select Inquiry > Job Cost > Job History. Information that can be viewed in the Job History window includes the Job number, Project Manager and Estimator for the job, and the Date the job was closed. The Posted Cost, Estimated Cost, and Forecasted Cost for the job are displayed for each cost element. You can drill down on posted costs to see the cost code and transaction history information. The Contract Type, Original Contract amount, Change Order Total amounts, and Total Contract amount are displayed in the lower-left corner of the window. The Estimated Hours, Actual Hours, Actual Markup, and Markup Percent are displayed in the lower right corner of the window.
- Select the following buttons to access additional historical information:
- Billing - Viewing billing history
- Within the History Billing Inquiry window, you can also zoom to view the cash receipts history.
- User-Defined - Viewing job user-defined history
- Change Orders - Viewing change order history
- Job expansion button - Viewing job maintenance history
- Within the Job Maintenance History window, you can select the RPO Codes button to view revenue code history.
- Notes button - Viewing history notes
- Revenue Code - Viewing revenue code history
- Billing - Viewing billing history
- Select the Print button to print the JC Job Status History report.
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- Select Inquiry > Job Cost > Job History.
- Select a job, then select Billing.
- To print the History Invoice Transactions Billing report, select File > Print.
- Double-click a document in the History Billing Inquiry window to open the Job Invoice History window. Select Print to print the invoice. The invoice styles available are based on the job's billing type.
- Select Schedule in the Job Invoice History window to view detailed history information of the invoice. The billing type for the job deter mines determines which window opens.
- If the billing type is Standard, the Standard Invoice History window opens.
- If the billing type is Cost Code or User-Defined, the Schedule Invoice History window opens.
- If the billing type is Transaction Level, the History Transactions Inquiry window opens.
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