Entering Costs

Select the Costs tab.

Field	Description
Group select	The first column contains a checkbox that enables you to select the line as part of a group of lines to perform actions on using the right-click menu.
Narrative	The second column displays the icon if the line has a narrative attached. Right-click on this field and select Add a Narrative to add a new narrative to a line. You can only add or edit a narrative after the line has been saved, using Save or Save & Exit.
Code	A product code. Enter ? and press Tab and select the number from the list if you don't know it.
Description	A product description taken from the stock records. You can change the description.
Quantity	The quantity to be supplied. The default is 1.
Cost	The cost of the product taken from the stock records. You can change it.
Sell	The selling price of the product. You can change it.
Status	The status of this line: C – Committed. The stock has been committed to work in progress. R – Ready to be invoiced. I – Invoiced. You can't edit the line. X – Cancelled line. If the stock item is material, it is taken from work in progress and is returned to the stock count. It does not add a cost to the job and no sell price. Serial numbers are unassigned. W – Written off. This remains in work in progress and is considered a cost to the job. It does not add to the selling price of the job. Serial numbers remain assigned.
Total	This value is automatically calculated.
Date	The date on which cost was incurred.
GST No	Select the GST number from the list. This sets the GST rate.
Disc (%)	The discount applied to the selling price of this line.
Mark up %	This value is automatically calculated, but you can change it. When you start typing an entry, a screen pops up. Enter the number for the new markup, ignoring the % sign — for example, 112.5. Click OK to confirm.
Invoice date	The date of last invoice.
Kit No	When you add a kit to the job, the lines of the kit are given a kit incidence number that holds the components of the kit together. Lines that are not part of a kit have the value -1.
Line #	The line number. You can use this to re-sequence the lines from their original sequence.
Source Ref	An optional reference number.
Serviceable Unit	If the line relates to a serviceable unit, enter the unit's code here.
WIP Out Date	The date and time when the cost was moved out of work in progress — for example, when it was sold or written off.
Labour Allowance	Specify a unit labour allowance associated with a product.
Total Labour Allowance	This is the extended labour allowance. You cannot edit this value.
Cost Type	Enter a Cost Type, if types are used. Type ? and press Tab to select from a list of cost types.
Cost Group	Enter a Cost Group, if groups are used. Type ? and press Tab to select from a list of cost groups. This field is automatically populated if the cost type is entered first. You can change it.
To WIP	You can't change this field.

Right click on the column header and click Select Visible Columns to display these additional columns:

Field	Description
Sell Inc GST	Sell price including GST.
From loc	Enter a number indicating the From location or type ? and press Tab to search for location and double-click to select.
To Location	WIP is locked. No entry can be made in this screen.
Total Cost	This value is automatically calculated.
GST	The GST value per unit.
GST Total	The total line value of GST.
Total Inc GST	The line total including GST
Staff Name	The name of an employee. If you don't know the name, press ? and press Tab to search for the employee. Double-click on the name.
Length, Width and Depth	Applies additional factors to the quantity. These default to 1
Total Quantity	The value that's the result of the Length, Width, and Breadth fields multiplied by quantity.
Analysis codes 1 and 2	Use these field to code for posting to the General Ledger.
Showline	Select Y to include the line on an invoice This applies to kit component lines if the component lines is hidden.
Spread	Select Y to take the line into account when using the spread function to change the quote total.
Schedule #	The billing schedule number when using progress invoicing.

Toolbar Options

Send All to Invoice - Sends all lines to the Invoice tab.

Re-sorting Lines - You can move quote lines up and down in the order by selecting the line then clicking the Up or Down arrows on the toolbar.

Copy - Click this button to append lines defined in another job to the current job.

Note: If you are copying serialised lines from another job, you will be given the option of pre-assigning serial numbers to them.

Right-click Menu Options

Right-clicking on a quote or budget line show options for the line, such as copying specific lines to the Timesheet, Cost, or Invoice tabs.

Send Line to Invoice/Send All to Invoice - These options enable you to send the selected line, or all lines, to the Invoice tab.

Split Line - Splits a line that has a quantity greater than 1 into two lines. You're prompted for the quantity to be split-off into the new line:

The remainder of the quantity is left on the original line.

Add Narrative (CTRL+N) - Use this option to add or edit a line-level narrative.

Cancel Line - If the stock item is material, it is taken from work-in-progress and returned to the stock count. It does not add a cost or a sell price to the job. Serial numbers are unassigned.

Write-off Line - Writes the line item off. This is a cost to the job. It does not add to the job's selling price. Serial numbers remain assigned.

UnWrite-off - For lines that have been written off, this option generates new stock transactions to reverse the write off transactions. It returns the stock item to WIP.

Move Line to Another Job - Select this option to move the line item from one job to another. This option has these constraints:

The stock item for the line must not be serialised item.
The jobs must have the same currency.
The source or destination job must not be read-only.
The line must not be a kit component.

Select the destination job from the a search window that opens.

Attach Line to Kit - Select this option to add the line item to a selected kit. At least one kit must exist on the job before you can use this function.