There are two methods used by the Job Management system to recognise which jobs should be in the Job Management screen.

Your particular method is set up inside the Service Industry Module, Setup area.


Method 1: The invoice is open

Whilst the invoice is open, it will display in the Job Management screen


or

Method 2: The invoice header is tagged 'Place in diary?' = Yes

Whilst the invoice is open and tagged 'Place in diary', it will display in the Job Management screen


Any job that is closed will always automatically be removed from the Job Management Screen.


IF YOUR INVOICE IS NOT APPEARING IN JOB MANAGEMENT

1. Check that the Invoice is Open and that the 'Place in Diary' flag is set to 'Yes' by clicking on the Invoice Header and looking at the bottom left 'Planning' section.