Bulk Cost lets you capture product and general ledger cost lines for more than one job on a single screen, save work as a draft batch, and open saved batches from a list. You will learn where to find Bulk Cost, what permissions you need, how to create and save a batch, and how to cancel a draft you no longer need.

Open the Bulk Costs list

• From the main menu, select Jobs > Bulk Costs.
• The Bulk Costs screen shows saved batches in a grid. By default, the menu may filter to Draft batches; you can change filters and search like other Infusion list screens.
• Use the grid toolbar to show or hide columns and export the list to CSV where needed.

Create a new bulk cost batch

• On Bulk Costs, select +Add on the page header (available when you have modify permission).
  • Optional: enter a Description for the batch (for example the week or project name).
• Infusion creates a new Draft batch and opens Job Lines - Bulk entry in edit mode.

Entry of Costs

• Full inline edition of lines to enter costs. You can edit cells with a single select where the column allows editing.
• Navigation of up and down arrows or enter perform the majority of the navigation
• Positioning after the first lines has been added to the job field.
  • Use Shift Tab to move to the fields on the left to change.

Tips while you enter lines:

• A blank row is automatically added at the bottom is used to add the next line. When you add another line, key fields (such as job or product) are copied from the line above to speed up entry.
• Required fields are highlighted when a line is incomplete. Save stays unavailable until every entered line is valid.
• Only Product and GL Account line types are available on this screen (not notes, separators, or similar line types).
• Closed jobs are visible if the system setting to permit costs to be added to closed jobs is true.
• Use Delete on a row to remove a line while editing.

Save your work

• When you are ready, select Save on the page header.
• Infusion stores the batch and lines while the batch remains Draft. After a successful save, the screen leaves edit mode.
• To change a Draft batch later, open it from Bulk Costs and select Edit on the page header (or the edit control on the list row).

Discard unsaved changes

• While editing, select Cancel on the page header to reload the batch from the server and discard changes you have not saved.
• If you navigate away with unsaved changes, Infusion prompts you like other job screens.

Cancel a draft batch

If you no longer need a Draft batch:

• From Job Lines - Bulk entry, open the overflow menu (⋯) and select Cancel — only when you are not in edit mode on that screen.
• Or from the Bulk Costs list, open the overflow menu on the Draft row and select Cancel.

Enter a Reason, then select Confirm. Cancellation cannot be undone. Posted batches cannot be cancelled from this screen.

Post the Costs to Jobs

• When the costs have all been entered, transfer the costs to the Job(s) using Post. 

View posted or cancelled batches

• Posted and Cancelled batches appear in the list when your filters include them.
• You can open them to review lines and totals; you cannot edit or cancel a Posted batch.
• Cancelled batches cannot be edited or reinstated.