How to: Process a Job Quote to which time has been posted
When Allow Time Registration in Job Quotation State is true, the Lifecycle has been updated and the General Posting Setup has been updated Job Quotes can be processed as follows:
- Create Budget lines for the resources that will work on the Job Quote, copy the budget lines to resource planning lines and release them to allocate the resources to the Job Task.
- Change the status of the Job Task to "Execute" to create the Resources Tasks to be used when registering time.
- When Assignment from Budget Lines is allowed create Budget lines and change the status of the Job Task to "Execute" to create the Resources Tasks to be used when registering time.
Note: The Job Information fact box has a new line "Expected Resource Costs" which will show the resource ledger entries for the Job of the type Expected.
When the Quoted Job is won:
- Select Won in the Won/Lost field of the Quoted Job and, optionally, provide a Reason code.
- Use the Change Status action to change the status of the Quoted Job to a Job (Order State)
- Re-posting of the resource cost will take place in the background.
Tip: When for some reason re-posting of the resource costs did not complete the Job Card has a new action "Expected Resource Cost Posting" to allow manual re-posting of the expected resource cost.