The Actual Transactions tab allows the user to see the costs that have been incurred against a Job at any point in time, as well as the associated profitability of the Job. Users can drill through to each group of transactions to review the detail making up the various balances.
The section is split between actual transactions that have been incurred and draft transactions that have been entered, but not yet posted to the Job. Material, staff and resource transactions can be entered in Eralis Job and saved as draft transactions which do not update the costs and value of Job, to allow for further editing at a later date, or review of the transaction prior to posting.
This tab can be disabled for particular users through settings in the Eralis Job User Authorizations.
On this screen users can create new transactions for Subjobs linked to the Job. The type of entry can be selected by clicking on the drop-down arrow on the New button; from there users can record the necessary transactions.
When entering into data entry screens on a Job or Subjob, the system will only allocate transactions to the Subjobs linked to the Master Job. The Jobs that are available in the selection lists will be limited to only the Subjobs linked to the Master Job.