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Split a Job Card

Background

There are a number of different reasons to split a job card:

  1. Invoice different companies for some of the parts or labour on the job card
  2. Charge parts and labour to different companies
  3. So some of the work can be billed early

Prerequisites before running this procedure

A job card must exist in the pending state before it can be split. 

  1. Complete the Create a job card procedure before commencing this procedure

Video

Procedure

1. To split a Job Card, click job cards on the home page


2. Scroll down to the Pending section of the job card list and select the job card. In this example, job card #315847 is selected



3. Click the View Page icon in the Job Card Summary tile


4. Click Split Job Card


5. The split is activated. The new split-off job card is assigned a temporary job number which takes the form "parent job card number - S"


6. If the split off job card is to be billed to a different customer, click Change Invoicee. Otherwise, the skip to step 9


7. Search for the new invoicee from the customer list


8. Click Save and Close when done


9. To split off labour, click the View Page icon on the labour line item


10. Specify the number of hours to be split, confirm the split by checking the checkbox, and click Save

Note: If a new invoicee was selected, the labour rate will change to that customer's default labour rate on the split job card


11. Repeat the process for parts. Click the View Page icon on the parts line item


12. Specify the number of parts to be split, confirm the split by checking the checkbox, and click Save


13. When the correct invoicee, labour, and parts have been assigned to the split job card, click Process Split


14. The split is processed and the split-off job card is assigned a permanent job number


15. In this example, the labour was reduced to 1 hour and the part was removed, which is reflected in the summary


16. Sign off and Close the job card as per the Complete a job card procedure


17. Return to the job card list view to process the split-off job card. Sign off and Close the split-off job card as per the Complete a job card procedure


18. In this example, the split-off job card was assigned a new invoicee as it was processed If this step was skipped, its is still possible to assign the split off job card a new invoicee in the job card main menu

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  1. Conor Gibson

  2. Posted
  3. Updated

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