JC Line

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

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

Line type

Select the Job Cost line type.

Tax type

This is taken from the customer's defaults, but you can change it. It determines how tax displays and calculated on the line.

If you select:

• Inclusive, Greentree Desktop assumes the price entered into the line is inclusive of tax, and calculates the tax and total values.
• Exclusive, Greentree Desktop assumes the price entered into the line does not include tax, and calculates the tax and total values.

Tax code

You can change it if the option Allow tax rate/amount change is selected for the code on the Tax Code Maintenance form. 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 on the JC Job Maintenance form. This identifies the job that updates 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 field displays using the customer defaults invoice discount, but you can change it. The line discount value is calculated based on this percentage.

Note: This percentage updates if you change the discount value.

Discount

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

Tax %

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

Note: This percentage updates if you change the tax value.

Tax

Greentree calculates this using the tax percentage, although you can change it if the option Allow tax rate/amount change is selected for the code on the Tax Code Maintenance form. If this occurs, the tax percentage recalculates using the tax value entered here.

Total

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

Narration

Enter a narration for the line. If a narration is entered for the first line, it copies to the second and subsequent lines. 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.

Note: 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 on this form is recorded as sales with the job specified in the line.

• GL Posting Hierarchies - JC AR Invoices
• Transaction Entry for Projects
• Transaction Updates

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