Creating jobs

Step 4: Link a customer to the job (optional)

Step 1 > 2 > 3 > 4 > 5 > 6 > 7

If you haven’t already read the Jobs Overview, see Linking a customer to a job for more information.

The manner in which you link a customer to a job depends upon your situation:

If the Linked Customer field is empty Enter or select the customer you want to link to this job. If this job is a detail job and you marked the Track Reimbursables selection, the expenses you assign to this job will also be assigned to this customer.

If the Linked Customer field already displays a customer’s name Be aware that you’ve created a job that’s already assigned to a particular header job to which a customer has already been linked. If you don’t want to link this particular customer to this job, you must “unassign” the job from the header job. To do this, you can do one of two things:

Assign a different job number to the job in the Job Number field, so the job is no longer assigned to a header job, or

Locate the Jobs List window on your computer screen (it will probably be partially obscured by the New Job window), highlight the name of the new job in the scrolling list, and click either the Up or Down button to change the job’s level. (See Changing job levels for more information.)

After you’ve “unassigned” the job from the header job, you can enter or select the customer you want to link to this job. If this job is a detail job and you marked the Track Reimbursables selection, the expenses assigned to this job will also be assigned to the customer.

Creating jobs - Step 4