Change Tasks of Purchase Entries in Jobs

Use the Costs submodule to change activity types of purchase entries in selected jobs.

To use the Costs submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To change the task of a purchase entry:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the purchase entry whose task you want to change.
  3. On the side toolbar, click Costs.
  4. Click the Purchases tab.
  5. Highlight the purchase entry whose task you want to change and click Change task .
    Alternatively, highlight or hover over the task of the purchase entry that you want to change and click Change task .
  6. In the Task dialog box, use the drop-down list to select a new task.
  7. Click OK.