In the “Deal Desking”module under the “Quote tab” there is a “Job Costing” tab. This tab gives the option to populate a “Job Number”, “Sub Number”, and “Job Notes”. When the accounting transactions for this deal are created, the information under this tab will transfer to the accounting transaction.
After a deal is washed out and sent to accounting, the “Job Costing” information can be viewed in the transaction by clicking on the “J”.
Once the “J” is selected, the information populated in the deal can be viewed.