Solution Properties
Solution ID:
222924950025738
Last Modified Date:
Mon Jun 28 16:04:14 UTC 2021
Taxonomy Path:
Case category//How do I...
Author:
LegacyAuthorUS
What information is copied from the job record when I use the Copy Job command?
Description
Cause
Resolution

If the Create scheduled value entries check box is selected and billing is by job, a scheduled value entry is created from the source Revised contract displayed in the Job Setup window (Contract Totals tab). The value is added to the destination Contract amount and Revised contract in the same-named window and tab of the destination job.

If this record is a former extra to be merged into the job, no further processing of this record is performed. Otherwise, a copy of this record is created for the destination job and the applicable information is copied to it.

Notes:

  • To view the source job information before copying, use Setup, Jobs, select your source job, and then choose the applicable tabs.
  • If the Copy extras without the job check box was selected, none of the source information designated as "Copied from source record" is included with the new job record. This is because extra records do not contain this information.

The Copy Job command transfers information to the job record items listed on the following Job Setup tabs.

General tab
Item (new job only) Information Source
Job Entered in Copy Job
Description Entered in Copy Job
Address Entered in Copy Job
City St ZIP Entered in Copy Job
Type Copied from source record
Job size Copied from source record
Unit desc Copied from source record
Site Phone # Copied from source record
Fax Phone # Copied from source record
Misc Phone # Copied from source record
Project Manager Entered in Copy Job
Misc Title 1 - 4 Entered in Copy Job
User def key 1 Copied from source record
User def key 2 Copied from source record
Status tab
Item (new job only) Information Source
Status Set to Unstarted
Extras Set to Tracking extra if extra(s) copied; set to Not tracking extra if no extra(s) copied
Estimated start date Entered in Copy Job
Estimated completion date Entered in Copy Job
Job Checklist 1 - 12 Copied from source record
Billing Info tab (this tab is available only if Accounts Receivable is installed)
Item (new job only) Information Source
AR Customer Must be entered in Setup > Job after copy is complete
Billing Method Copied from source record
Billing Level Copied from source record
Scope, PR, and EQ tab
Item (new job only) Information Source
Scope of work Copied from source record
Payroll daily entry control Copied from source record
Workers' comp group Copied from source record
Burden percent Copied from source record
State Copied from source record
Local Copied from source record
Default revenue code Copied from source record
AP and GL tab
Item (new job only) Information Source
Job on hold Copied from source record
Authorization Copied from source record
AP bank Copied from source record
Produce lien waivers Copied from source record
Lien waiver minimum Copied from source record
Tax groups Copied from source record
Cost account group Copied from source record
Cost account prefix Copied from source record
Cost account Copied from source record
Cost of sales account Copied from source record
Revenue account Copied from source record
Revenue recognition Copied from source record
Contract tab (this tab is available only if Accounts Receivable is not installed)
Item (new job only) Information Source
Customer Entered in Copy Job command
Name Entered in Copy Job command
Primary Address Entered in Copy Job command
Primary City St ZIP Entered in Copy Job command
Primary Contact Entered in Copy Job command
Primary Phone Entered in Copy Job command
Primary Fax # Entered in Copy Job command
Secondary Address Copied from source record
Secondary City St Zip Copied from source record
Secondary Contact Copied from source record
Secondary Phone Copied from source record
Owner contract ID Copied from source record
Contract date Copied from source record
Retainage percent Copied from source record
Contract type Copied from source record
Contract Totals tab
Item (new or existing job) Information Source
Original contract Increased by scheduled value entry (if created)
Revised contract Increased by scheduled value entry (if created)
Estimate Totals tab
Item Information Source (new or existing job)
Est Cost Increased by estimate entry (Original and Total) (if created)
Accumulation Totals tab
Item (new or existing job) Information Source
Total Estimates Increased by estimate entry (if created)
Custom Fields
Item (new job only) Information Source
All Copied from source record
Contract Totals (Extras) tab
Item (new or existing job) Information Source
Original contract Increased by scheduled value entry (if created)
Revised contract Increased by scheduled value entry (if created)
Estimate Totals (Extras) tab
Item (new or existing job) Information Source
Est Cost (Original and Total) Increased by estimate entry (if created)
Accumulation Totals (Extras) tab
Item (new or existing job) Information Source
Total Estimates Increased by estimate entry (if created)


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