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How to: Create Job Journal Lines

Job journals are used to post to financial information from job projects.

To create job journal lines from job planning lines

  1. In the Search box, enter Jobs, and then choose the related link.

  2. Select and open a job. On the Home tab, in the Process group, choose Job Task Lines, and then select a job task.

  3. On the Home tab, in the Process group, choose Job Planning Lines. Select a job planning line, and in Qty. to Transfer to Journal field, enter the quantity that you want to transfer to a job journal.

  4. On the Home tab, in the Process group, choose Create Job Journal Lines. The Job Transfer Job Planning Line window opens.

  5. Fill in the fields as described in the following table.

    Field Description

    Posting Date

    Enter the date that you want to post the item. The default date is the current work date.

    Job Journal Template

    Select a journal template from the list.

    Job Journal Batch

    Select a journal batch name from the list.

  6. Choose the OK button. Journal lines are created. To verify the transfer, open the relevant job journal and check the entries in the relevant job batch.

After you have completed your journal entries, you can post them.

On the Home tab, choose Post.

To create job journal lines manually

  1. In the Search box, enter Job Journals, and then choose the related link.

  2. In the Batch Name field, choose a job journal batch name.

  3. On a new line, enter journal information that includes document number, job number, job task number, type, and quantity of the type being consumed.

  4. On the Home tab, choose Post.

See Also

Other Resources

Job Transfer Job Planning Line