How to: Record Usage of Resources and General Ledger Accounts on Jobs

Usage of resources for a particular job must be posted in a job journal. It is also possible to post expenses or usage of type G/L Account, without updating the general ledger. Each entry on a job journal line must be related to a job.

To record job usage of resources and general ledger accounts

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

2. Fill in the Posting Date, Document No., and Job No. fields for the journal line.

3. In the Job Task No. field, choose the job task number to which the usage relates.

4. Fill in the Type and No. of the journal line. Select Resource or G/L Account as the Type option.

5. Fill in the optional information for the planning line, for example, Location, Work Type, Unit of Measure, or Variant Code.

6. Fill in the Quantity field for the journal line.

7. Post the job journal.

Note

If expenses or usage of type G/L Account should update the general ledger, we recommend that you use the Job G/L Journal instead of the Job Journal.

See Also

Tasks

How to: Record Item Usage on Jobs

Concepts

Understanding Usage and Job Line Type