Actions

This section shows the Actions available in the Batch Job Invoice Allocation workspace.

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Field	Description
Select All	This action selects all job entries specified in the selection criteria.
Delimit	The delimit action limits based on the Allocation Group that you select in the card part.
Balance	For jobs set up with detailed job invoice allocation, this action reaches balance for each allocation group.
Close All	This action is similar to the action “Balance” in that it changes the amount for allocation for all jobs within the range of the selection criteria to obtain a zero balance. The difference is that this action also marks all job entries to be closed, so that the balance results in a write-up or a write-down, depending on whether the balance is positive or negative. This action selects all entries for allocation and closing, and it selects all open invoices for reconciliation. To obtain a zero balance, this action distributes the amount for allocation proportionately to all open job entries. If there is no open billing price, this action creates a revenue adjustment entry with an amount for allocation that equals the amount net on account.
Submit	This action submits the job invoice allocation on all jobs within the range of the selection criteria. When submitted, the job changes status and that the Job Invoice Allocation window becomes read-only until it is either approved or the submission has been removed. This action sets the three status fields on the job and puts restrictions on what you can do, just as it does when approving an invoice selection. When an invoice selection has been approved, the field “Approved for Invoicing” in the Invoice Selection window is marked. This is also the case when submitting an invoice allocation.
Approve	This action approves the job invoice allocation. It resembles the printing of an invoice. Running this action updates the job entries within the range of the selection criteria by allocating the specified amount to the entries, creates job invoice lines in a Job Invoice Allocation journal, updates the invoices on account, and creates reconciliation entries. When approved, the job is closed.
Remove Submission	This action removes the submission of already submitted invoice allocations within the range of the selection criteria.