How do I view job information?

View job records and accumulated costs and transaction details.

Search for a job

Open Project Accounting > Job Inquiry.

Job Inquiry in Project Accounting

Type in a job number in the Job field located on the Lookup bar.

Lookup Bar in Job Inquiry

You can also Search (F9) for a job name. Pressing Enter will show the job's information as well as any costs, estimates, transactions, steps, locations, pull list, and retirements that are associated with the job.

Updated 20Oct2018

Additional information

You can use the Job > Additional Information subtab to add fields that are not included on another tab in Inquiry. This option comes in handy when you want to group certain fields together.

To add fields, right-click on the Field column heading and choose Select Fields.

Select Fields

Now, use the Selection form to move the fields that you want to display on the Additional Information subtab to the Selected Fields list. You can also use the Selection form to change the order the fields are displayed on the Additional Information subtab.

Using the Selection Form to select fields

To remove fields, follow the same process for adding fields except you'll want to move the fields which you don't want to include anymore to the Available Fields list.

Using the Selection Form to remove fields

Updated 29Oct2018

Change Inquiry options

Use Options (F12) to set up the program's default properties.

Options button in Job Inquiry

These properties give you a way to change how information is displayed and choose default settings. You can change the

Default tab
Default Lookup Type
Reset monthly period when job changes

Default tab

The default tab is the tab that will be displayed when you launch Inquiry. Click Options (F12). Use the Default Tab drop-down list to select a tab name. To remove the default tab, select the [blank].

Default Tab in Inquiry Options

Updated 10Jan2018

Default Lookup

The default lookup is the lookup type that will be displayed first when you launch Inquiry. Click Options (F12). Use the Default Lookup drop-down list to select a lookup type. To use the default lookup drop-down list, select [blank].

Default Lookup in Inquiry Options

Updated 10Jan2018

Reset the Monthly Period When the Job Changes

When you open a different job, you can set up the default options to keep the monthly period that you're currently working in, or reset the monthly period to the default period. Click Options (F12). Click to select the Reset Monthly Period When Job Changes checkbox. To use the monthly period selected previously when I view another job, if the period is available. Click Options (F12). Deselect the Reset Monthly Period When Job Changes checkbox.

Reset Monthly Period When Job Changes in Inquiry Options

Updated 10Jan2018

Clear My Options

Click the menu button next to the Options (F12) button.

Menu button next to the Options button

Then, choose Clear My Options.

Clear My Options

Updated 10Jan2018

Locations

The location is the physical address for the job. Use Locations to view the assemblies, additional parts, and estimated costs by location.

Locations tab in Job Inquiry

Updated 29Oct2018

Manage filters

Use Manage Filters to sort the information that is displayed in Inquiry.

Filter button

Clicking the Manage Filters button (Filters > Manage Filters) will

show the filters that have already been set up, and
allow you to set up new filters.

Click these links to learn more

How do I add a filter?

How do I delete a filter?

How do I select my default filter?

Updated 10Jan2018

Make changes to the job properties

If you find yourself looking at outdated information in the job's file, for example, an old email address or telephone number, you can edit the job's record by clicking Modify Existing Jobs (CTRL+M).

Modify Existing Jobs in Job Inquiry

Updated 10Jan2018

Pull List

A pull list is a list of inventory for a job that is sent to the inventory procurement manager. The list tells the manager which items to retrieve for you.

Pull List in Job Inquiry

Updated 30Oct2018

Refresh the displayed information

After changes have been made to other parts of the Project Accounting program, such as changing the job properties or adding a transaction, you may need to update the information that is displayed in Job Inquiry to show the new changes.

Click the Refresh Data button (CTRL+R), it looks like a circle with a circular green arrow, to load the new information.

Refresh Data in Job Inquiry

Updated 10Ja2018

Retirements

A retirement refers to an asset that has been retired from use.

Steps

The Steps show you the tasks in a series, or process, to set up, execute, and complete a job for the department. Use the options on the Steps tab to view the steps checklist.

How do I complete steps?

This grid is view only. If you need to complete a step, click Complete Job Steps or open Connect Project Accounting > Jobs > Complete Job Steps.

Complete Job Steps button in Job Inquiry

Updated 30Oct2018

View job information

Click on the Job tab to show the job properties.

Job information in Job Inquiry

Updated 30Oct2018

View history

Use History to view changes that have been made to tracked fields. When you set up a tracked field in the Organization table, the system will record the field's current content. When the content in the field is updated or deleted, the system will record the date and the new value. History tracking is useful when it is important to keep tabs on critical information.

History Tracking button

Click the History button, located on the main toolbar, to show the history for fields that are being tracked.

Updated 10Jan2018

View fields on the Detail subtab

You can use the Detail subtab to drill down through yearly, monthly, and daily transactions. Clicking [+] will show the transactions in the summary. Click [-] will collapse the expanded section.

Drill-down Capability in Job Inquiry

Updated 30Oct2018

View attachments

Any files, documents, PDF's, images, and so on that have been saved in the job's file, or on transaction that is related to the job, will be available for viewing on the Attachments subtab. All of the filenames will be shown in the Description list and you can click on a filename to view the contents of the file.

View notes

Notes can be attached to the job's file or to transactions that are related to the job. You can view all of the notes, or add a new note, to the selected item by clicking on the Notes subtab.

Where can I find the direct charge transaction?

A direct charge transaction occurs when you use Create Batch Invoices or Invoice Customer for Job Costs in Project Accounting to create an invoice in Connect Accounts Receivable. When you use Cash Receipting to receive the customer's payment for the invoice, the payment posts to Accounts Receivable when you run Update Payments. Next, Connect posts the payment as an advance transaction in Project Accounting.

Process: Direct Charge Transaction to Advance Transaction

Looking up the advances/payments

You can use Job Inquiry to view the billed customer charges, total advances/payments, and the advance transaction detail.

Job Inquiry, Summary section.

Viewing the advances/payments detail

To view the advance transaction detail, use the Costs tab > Detail tab. Find the section titled Type: Advance and then click + to expand the detail.

Detail tab, Type: Advance

Updated 30Oct2018