Apply Sales to Jobs

1. From the Tasks menu, select Sales/Invoicing. Sage 50 displays the Sales/Invoicing window.
2. Enter the sale or invoice.

3. In the distribution section, enter or select a Job ID for every transaction line item that directly applies to the job. To display a list of existing jobs, type ? in this field or select the drop-down button. If you need to select a phase, click the plus sign next to the job to open the list of phases for the job. Click the phase you want. If you need to select a cost code, click the plus sign next to the phase to open the list of cost codes for that phase. Click the cost code you want.

   If you assign a job to a line with a stock-type item, a cost of sales entry is also posted to the job.

4. When you are finished entering the transaction, select Save.

You can also apply a direct sale to jobs using the Receive Money window.

1. From the Tasks menu, select Receive Money. Sage 50 displays the Receive Money window.
2. Enter the receipt as you normally would.

3. In the distribution section, enter or select a Job ID for every transaction line item that directly applies to the job. To display a list of existing jobs, type ? in this field or select the drop-down button. If you need to select a phase, click the plus sign next to the job to open the list of phases for the job. Click the phase you want. If you need to select a cost code, click the plus sign next to the phase to open the list of cost codes for that phase. Click the cost code you want.

   If you assign a job to a line with a stock-type item, a cost of sales entry is also posted to the job.

4. When you are finished entering the transaction, select Save.