This article is for organisation administrators and job administrators who configure organisation-wide defaults for the Job module.
Job Settings control how new jobs are numbered and dated, how job lines are approved, and whether job lines can be added to closed jobs from other areas of Infusion. Settings apply at licensee level: every user in your organisation is affected after you save changes.
In this article you will learn:
- Who can view and edit Job Settings
- Where to open the settings screen
- What each section controls when creating and working on jobs
Who Can View and Edit Job Settings
To open Job Settings, your user must be able to access Settings and have permission to view job settings.
To save changes, your user must also have permission to modify job settings.
Action |
Who typically has access |
|---|---|
View |
Job managers, job staff, and job administrators |
Edit |
Job administrators |
Info: Infusion operators, Infusion support users, and system operators can also view and edit these settings when working on your licensee. They use the same Job Settings screen.
If you can open Settings but do not see Job Settings under Jobs, your user role or licence package may not include access. Contact your organisation administrator or Infusion Support.
Where to Find Job Settings
- Select Settings from the main menu.
- Open the Jobs group.
- Select Job Settings.
How Job Settings Are Used
Job Settings do not change existing jobs directly. They control defaults and rules applied when users create jobs, add job lines, or post transactions that affect jobs.
After you save, open jobs already in progress keep their existing values unless a setting explicitly applies when lines are saved or posted.
Job Settings cover general job behaviour. Related settings are configured separately — for example Job Invoicing Settings for invoicing defaults and Job Card Settings for printed job cards.
General
Setting |
What it does |
Default |
|---|---|---|
Allow editing of job number |
When on, users can change the Job number field on a job. When off, Infusion assigns the job number automatically and the field is read-only. |
Off |
Job Settings
Setting |
What it does |
Default |
|---|---|---|
Next Job number |
The next number Infusion assigns when a new job is created. Must be a whole number from 1 to 999999999. Infusion checks whether the number is already in use as you type. |
1 |
If the number you enter is already assigned, Infusion shows Already assigned and a hover message on the field: If the number you enter is already assigned, Infusion shows Already assigned. To request the next available number, select the refresh icon next to Next Job number. Infusion replaces the value only when it finds an unused number.
Defaults for New Jobs
These settings apply when a user creates a new job.
Setting |
What it does |
Default |
|---|---|---|
Set start date to opened date |
When on, Infusion sets Start date to the Opened date when the job is created. |
Off |
# of days until due |
When Start date is set on a new job, Infusion calculates Due date by adding this many days to Start date. Leave blank to leave Due date empty until the user sets it. When entered, must be a whole number from 1 to 999999999. |
Blank |
If Set start date to opened date is off, Start date is blank on a new job and Due date is not calculated until the user enters Start date.
When the user changes Start date on a new job, Infusion recalculates Due date from # of days until due when that value is set.
Job Lines
Automatically Approve Lines
Setting |
What it does |
Default |
|---|---|---|
Automatically approve lines |
When on, new job lines are marked Approved when they are saved. When off, new lines start as Not Approved until a user with permission approves them. |
On |
Users who change a line to Approved, Non-Billable, or another approval status still need permission to authorise job line invoicing where required.
Allow Lines to Be Added to Closed Jobs From
These settings control whether job lines can be posted to closed jobs from other modules. They do not reopen the job.
Source |
Editable on this screen |
What it controls |
Default |
|---|---|---|---|
Jobs |
Yes |
Whether lines can be added from the job screen when the job is closed. System setting for when adding lines to a closed job will derive the approval status user will not be able to change it. |
Off |
Product |
No |
Whether lines can be added from product-related flows. |
On |
Supplier |
Yes |
Whether supplier invoice lines can be posted to closed jobs. When off, only open jobs can be selected on supplier invoices, and posting fails if any line targets a closed job. |
On |
Cashbook |
Yes |
Whether job lines can be added to closed jobs from cashbook transactions. |
On |
External API |
Yes |
Whether job lines can be added to closed jobs through the external API. |
On |
When Supplier is off and a user tries to post a supplier invoice with lines on a closed job, Infusion shows an error: Unable to post lines to closed jobs.
When Adding Lines to a Closed Job Mark Them
Setting |
What it does |
Default |
|---|---|---|
When adding lines to a closed job mark them |
Approval status applied to lines added to a closed job. Choose Not Approved, Approved, or Non-Billable. |
Non-Billable |
This setting applies to lines saved on closed jobs regardless of Automatically approve lines.
Labour Line Times
Setting |
What it does |
Default |
|---|---|---|
Ask for start and end times when labour lines are added |
When on, Infusion opens a dialog for Start date, Stop date, Start time, and Stop time after you select a labour product on a job line. Duration is calculated from those times. |
On |
