Recurring Job

The Recurring Job Document Type allows you to create a master document that will be used to create recurring Jobs in Service Manager. It is effectively a template for the recurring Jobs and contains the schedule used to create the recurring Jobs.

The Jobs created are linked to the master Recurring Job and in fact update the master Recurring Job as they are processed. i.e., new Jobs with new Job Numbers are created and processed based on the master Recurring Job, but reference that master Recurring Job. You will notice that the Source Document Number for the Jobs created will reference the master Recurring Job.

The Posting Schedules program requires that a Document Type be selected. When set to Recurring Job, the program will create entirely new recurring Jobs, i.e., new Jobs with new Job Numbers, based on the master document.

The new Jobs can be invoiced using the Multi Post program. They cannot be invoiced using the Posting Schedules program as they do not have a posting schedule attached to them.

It is possible to assign a Resource to a Recurring Job, so when a Job is created from the Recurring Job, that Resource is automatically assigned to that Job. It is possible to create a time entry automatically at the same time. Refer Company Options » Response tab » Automatically Insert a Time Entry on Employee Assignment to a Job.

Normal Job with Recurring Postings

When creating a Job, there is an option on the Billings Options window to create Recurring Postings (Schedules). If you tick the Setup Recurring Schedules Now check box and then click [Accept], the Insert Schedule window will be displayed. Using this option, when you create the schedule, you are creating a Recurring Billing / Invoice schedule, not a recurring Job schedule. That is, when a schedule is due, an Invoice will be created based on the detail lines in the master Job, i.e., with the same Job Number, but different Invoice numbers accumulating to that Job.

The Posting Schedules program requires that a Document Type be selected. When set to any option other than Recurring Job, the program will create a Recurring Billing/Invoice based on the master document.