Job Crediting Concepts

The Job Crediting workspace allows you to manage and process job credit memos in batches. This functionality enables you to generate draft credit memos, review them, and finalize or post the credit memos directly in the system.

Credit memos are created based on defined selection criteria, such as job numbers, customer groups, or project managers. Once credit memos are finalized, Maconomy creates an invoice journal. If the Automatic Posting of Invoices system parameter is enabled, the journal is posted automatically. Otherwise, you must post the journal manually in the Posting workspace within the G/L module.

This functionality performs the following activities to support job crediting:

• Generates draft credit memos for jobs that meet the specified selection criteria.
• Allows you to review and print draft credit memos before finalization.
• Supports batch processing to credit multiple jobs in a single operation.
• Creates an invoice journal upon finalization of credit memos, with optional automatic posting.

The Job Crediting workspace is structured as follows:

• Header: Displays key fields such as the number of drafts and amounts for crediting.
• Selection Criteria Panel: Provides filters to specify jobs for credit memos, including options like job number, customer group, credit memo date, and dimensions.
• Drafts table: Lists jobs available for credit memos with key details, such as job name, customer name, billing price, and preferred credit memo date.