JC Line

Use this line type for a sale relating to a job where the Job Cost module is in use.

When a JC invoice line is saved, the job updates using the sale price. The transaction will credit the general ledger account that is specified for the job sales code assigned to the line.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Line type

Select the Job Cost line type.

Tax type

This is taken from the Customer, but you can change it. It determines how tax displays and calculated on the line. If Inclusive is selected, Greentree assumes the price entered into the line is inclusive of tax, and calculate the tax and total values. If Exclusive is selected, the system assumes the price entered into the line is exclusive of tax, and calculate the tax and total values.

Tax code

This uses the hierarchy outlined in Tax Code Hierarchies. It can be overridden only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. It determines the tax percentage associated with the line so a tax value can be calculated.

Job Code

Select the job number of the transaction line. You can select any open job that is set up in JC Job Maintenance. This identifies the job that are updated by the transaction.

Sales code

Select the sales code of the invoice line. This determines the general ledger account that are credited with the value of the transaction.

Quantity

Enter the sale quantity for the line.

Price

Enter the price for the line.

Discount %

This displays using the Customer Default invoice discount, but you can change it. The line discount value is calculated based on this percentage.

Information If the discount value is overridden, the percentage updates.

Discount

Greentree calculates this using the discount percentage, although a manual amount can be entered as an override. If this occurs, the discount percentage will recalculate using the discount value entered here.

Tax %

This displays using the tax code selected for the line, although you can change it only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. The line tax value is calculated based on this percentage.

Information If the tax value is overridden, this percentage updates.

Tax

Greentree calculates this using the tax percentage, although a manual amount can be entered as an change only if the option to Allow tax rate/amount change is selected for the code in Tax Code Maintenance. If this occurs, the tax percentage will recalculate using the tax value entered here.

Total

This field is calculated by Greentree Desktop. using the formula [quantity x price] - discount value.

Narration

Enter an unlimited narration for the line. If a narration is entered for the first line, it will also default to the second and subsequent lines. However, you can change or delete it, and the narration for subsequent lines uses the edit. This narration prints on the AR Invoice.

Add line

Click this button to save the current line if you are entering using the form, and continue to enter a new line.

If the JC Module Control Customer validation option is selected, you can only save JC invoice lines if the customer selected in the invoice header is assigned to a job using the JC Job Maintenance form. Otherwise, you can create a JC line, even if that customer is not of the job. All JC lines created in this form will be recorded as sales against the job specified in the line.