Sales Split

---

You must use this form if the Multiple customer option is selected for the job. Use it to split job costs so that multiple customers can be billed for a portion of the total cost

Any cost variances resulting from the purchase of JC or IN lines allocated to a job will also be available to split.

Job

The job defaults, in read-only format, to the job selected when this form was launched from JC Maintenance.

Job Customer

Select the customer for which the split applies. You will be able to select from the multiple customer list defined in JC Maintenance/Additional. When the customer is selected, all uninvoiced job costs defaults to the table.

Time/Inventory/Purchases/Disbursements

Use these options to restrict what displays in the split cost table if you only want to review specific types of activities for splitting. For example, if Time and Inventory are selected, only activity codes of that type display in the table for selection.

Include Invoiced

Select this option to display cost lines that have already been invoiced. If the line is fully invoiced, it displays for the (invoiced) customer, but will have an amount equal to zero, and it cannot be selected. The line is for reference only.

If the line is only partially invoiced, it displays for the invoiced customer showing the amount outstanding. You cannot select it as the split has already occurred for that customer. The remaining quantity displays and you can select it for any other customer.

The invoice number displays in the table for previously-invoiced lines.

Include Zero Amt

Select this option to display cost lines with no value. This also includes any line that has previously been fully invoiced. These only display for customers who were not for the invoice.

Basis of Split

Enter the percentage split for the selected customer. Greentree calculates the split based on this percentage when you click the Apply Split button. The calculation only applies to selected cost lines.

For example, to split 50% of the costs to the selected customer 1018, enter 50% as the Basis of Split and click the Select checkbox beside the cost line. Click Apply Split to update the table.

Each selected line Quantity is multiplied by the split percentage, and the Amount value updates. The total quantity and split value update to the form header for your reference. To save the split, click the Save icon on the toolbar. The split cost values is available for invoicing using the JC AR Invoice Entry form when this customer is selected.

To change splits before invoicing, open this form, select the customer you want to edit, and click Delete Job Customer Splits. Then, enter another percentage.

You can only do this if an invoice has not previously been generated for the customer.

Click Delete all Splits to delete splits for all customers, but only for cost lines that have not previously been invoiced.

• JC Maintenance/Additional
• JC Cost Variances

---