Standard Outputs Maintenance

On the Standard Outputs tab in Job Maintenance, set up the required Standard Outputs for this Job based on the Schedules available. The Rate on each Output Code will default from the Schedule, but can be overridden.

Generate Standard Outputs
Standard Outputs can be set up on the Job Masterfile as described.

• To create an instance of these Outputs, use the Generate Standard Outputs menu item. For example, if you have some monthly warranty charges set up as Standard Outputs, you can generate the Outputs for this month from those Standard Outputs in this screen.

• Select the criteria you want to select by, and click OK. This will create the Job Outputs as selected

Note the Output rate Basis. The Sell rate on the Output can be derived from the Standard Output on the Job, or from the Sell Rate on the Schedule

Entering Specific Job Outputs
In the Job Outputs Entry screen, select the Job.
The schedules available for the standard outputs will be dependent on your Contract/Schedule selection on the Job Masterfile.

Date
Specify the date for the invoice to be generated

Output Code
Select the output code from the schedule for the output lines that need to be invoiced.

Rate
The rate defaults from the schedule and can be over-ridden.

Quantity
Specify the quantity for that rate. If the rate is a global cost for that contract line you can make quantity a %. If the rate is the price for that activity you can specify the number of activities.

Invoiced/Uninvoiced
These are buttons so that history can be obtained on what has been invoiced and what outputs may have been entered without the invoice being generated.

Bulk Invoicing Outputs
You can bulk invoice outputs by selecting the 'unsold' outputs and then generating the invoices by the required invoice detail (through Generate Invoices from Outputs) or you can invoice outputs by Job (through Get Sales on a Job invoice)

Generate Invoices from Outputs
This bulk invoices all uninvoiced outputs that you have selected.

Outputs Selected Options
There are a range of options for you to select the Outputs that require invoicing.

Schedule Type
Invoice outputs from Schedules with this selected Schedule Type. The Schedule Type is a grouping attached to the created Schedule. To select all Schedule Types enter *

Schedule
Invoice outputs from a selected Schedule(s).
To select all Schedules enter *

Charge Type
Invoice Outputs from Jobs with this selected Charge Type(s)

Client
Invoice Outputs from Jobs with this selected Client (single Client Only). Note that this option forces the entry of an 'Invoice Job' in the Invoice Header Detail section of this screen, as the single invoice created for the Client needs to be attached to a defined Job Code

Output Dates
Invoice Job Outputs where the date of the Output record is within this selected Date Range.