Register usage from job planning lines

Daily work with Jobs
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics
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Presenter: Mette Thavlov Neukirch

How do you register usage on jobs easily?

It’s always nice to work smart. So, let me show you a trick if you want to create some usage based on your job planning lines.

Here I have opened the job card, and then clicked on job planning lines. So, I see the job planning lines for the specific job.

If there are any of these fields you do not have when you open the page, you just need to add them in a personalization.

In this case, I have three bicycles, and they are of the type both budget and billable.

And it’s important here to consider if you’re using usage link or not.

So, normally this will be the quantity minus what has already been posted, if you’re using the usage link, but here I just want to show how you can send the lines into the journal.

So, I’ll just add it here. And then mark the three, click process, and create job journal lines.

I need to consider my posting date, the job journal template, and the job journal batch, and then the job planning lines were successfully transferred to a job journal line.

And then I can jump to the job journal. And say open job journal, make sure you know if you need to consider the line type here. But that depends on how you’re handling your job. In this case, I will just post the journal.

Let’s then have a look at the job ledger entries, we can just click here on the actual total cost, we can see the three lines of the type usage have been posted to this job.

And as I said, this is just a simple example that can be a lot of variation depending on whether you’re using usage link.

So, make sure that you’re creating all the data which is necessary in your case.