Linking a Job Number to a Customer Number

To link a Job Number to a Customer Number:

1. From the Personnel Scheduling main menu, click Bill Codes By Job.
2. Enter a Job Number, or use the Find Feature to locate the Job Number.
3. Enter a Customer Number to link to this Job, or use the Find Feature to locate the Customer Number.
4. Enter all information needed for required fields.
5. Click Save and close the record.

The next time you enter a Voucher and select a Job, the Customer Number linked to this Job will pull in all applicable customer information and tie it to this Job. This only occurs for those jobs with a Bill Code Category matching what has been set up in the Standard Information screen.