On job-related invoices, debit notes, and credit notes, if the optional fields for the document details match the optional fields used in Project and Job Costing, the values from the contract appear as defaults, as follows:
- For time and materials projects:
- For basic contracts, values from matching optional fields used by the project category appear.
- For standard contracts, values from matching optional fields used by the project resource appear.
- For fixed price projects that use a Completed Project or Project Percentage Complete accounting method, values from matching optional fields used by the project appear.
- For fixed price projects that use a Billings and Costs or Accrual-Basis accounting method, values from matching optional fields used by the project category appear.
- For cost plus projects that use a Completed Project, Total Cost Percentage Complete, or Labor Hours Percentage Complete accounting method, values from matching optional fields used by the project appear.
- For cost plus projects that use a Billings and Costs, Accrual-Basis, or Category Percentage Complete accounting method, values from matching optional fields used by the project category appear.
If the invoice detail optional fields do not match those used in Project and Job Costing, the values from the optional field setup records appear.
You can change the default value that appears for an optional field:
- If the optional field is validated, you must specify a value that is defined for the optional field on the Optional Fields screen in Common Services.
Note: If the optional field allows blanks, you can leave the value field blank.
- If the optional field is not validated, you can enter any value that is consistent with the type of field (such as yes/no, text, number, date, or amount), providing the value you enter does not exceed the length permitted for the field. You can also leave the field blank.
When you specify a value that is defined on the Optional Fields screen in Common Services, the description for the value is also displayed.
The optional field information is passed to Project and Job Costing when you post job-related invoices if:
- You selected the Project and Job Costing Billings/Costs setting for the optional field in the optional field setup record.
- The invoice details optional fields match the optional fields defined for Project and Job Costing billings.