Estimate
No.
Enter an estimate number representing the job
estimate to be updated, or click the Lookup button to list all estimate
numbers.
New
Job No.
Type the job number to which the estimate will
be copied. If the job number already exists, a message appears indicating
that you cannot have two jobs with the same number.
Copy
Estimate Memos to Job
Select this check box to copy estimate memos
to the job. Clear this check box if you do not want to copy estimate memos.
Customer
No.
Enter an open item customer number, or click
the Lookup button to list all customer numbers.
Alternately, start typing a customer name to
locate a record. As you type, a list of records matching your entry appears.
You can then select a record from the list, and the customer number will
appear in the field.
This field is available only if the Accounts
Receivable module is integrated with Job Cost. Customer numbers are required
for all jobs.
Note All Job
Cost customers are open item customers. An error message appears if you
attempt to enter a balance forward customer number.
A new customer number can be added on the fly.
The Customer
Maintenance (On the Fly) window appears; some nonessential fields
are omitted to speed data entry. Access Customer
Maintenance at a later time to complete the remaining entries for
a new customer number.
Note
If divisions are not set up and you enter ALL as a customer number to
create a customer on the fly, you will not be able to enter a record for
that customer in Line
Item Commission Maintenance.
Job
Address
Type the job location's street address.
Contact
Enter the contact person's name for the job
site, or click the Lookup button to list all contact names.
Phone
Type the contact person's phone number for
the job site (area code first, then the number).
Extension
Type the contact person's phone extension number
for the job site.
Comment
Type a comment about the job to be printed
in job estimate headings.
Estimator
Type the estimator's name for the job.
Contract
No.
Type the contract number for the job.
Manager
Type the manager's name for the job.
Date
Type the date of the original contract for
this job.
Job
Type
Enter a job type, or select the Job Type All
check box to print the report for all job types. Click the Lookup button
to list all job types.
Acctg Method
Select the preferred method of accounting to
use for the job.
Bill
Method
Select a bill method to use for the job.
Retention
%
Type the percentage of retention to assign
to the job. This rate is used to calculate the retention amount for job
billing.
Job
Status
Select a job status to indicate the status
of the job. The job status prints on the estimate report headings.
Status
Date
Type a date on which the job status applies.
For a bid or a new job, this will normally be the date the bid is submitted
or the date the job is first opened. For jobs placed on hold or completed
jobs being entered during the conversion process, enter the date the job
was placed on hold or was completed.
Estimated
Start Date
Type the anticipated date on which the job
is to begin. For existing jobs being entered during the conversion process,
refer to the Actual Start Date field.
Estimated
Completion Date
Type the anticipated date the job will be completed.
For jobs with Complete or Late Charge status, the completion date entered
should be the date on which the job was actually completed.
Actual
Start Date
For existing jobs being entered during the
conversion process, type the date on which the job was actually started.
Sort
Field
Type a sort field to use to sort job estimate
reports. The field name displayed for this field is based on your entry
in the Job Sort Field Description field in Job
Cost Options.
Retain
Transaction Detail
Select this check box to retain detailed cost
information for each cost code/cost type transaction posting. This detail
prints on the Job
Transaction Detail Report. Clear this check box to summarize and total
all transactions for each cost code/cost type.
Unit
of Measure
Type the unit of measure for this job.
Note The
unit of measure appears only if an entry is made in the Unit of Measure
field in the Job Type file. To have per-unit costs calculated as part
of total job expenses and printed on Job Cost reports, you must make an
entry in this field and in the Total field.
Total
(Unit of Measure)
Type the total number of units involved in
the job, based on the unit of measure defined in the Unit of Measure field
(total square footage, total number of buildings, total number of apartments,
etc.). This field is available only if a unit of measure is entered at
the Unit of Measure field.
Calculate
Sales Tax
Select this check box to calculate sales tax
in Job Billing Selection
or Job Billing Data Entry.
Clear this check box if you do not want to calculate sales tax for the
job. This field is not available for Time and Material jobs or if No is
selected in the Sales Tax Reporting field in Accounts
Receivable Options.
If a sales tax rate was entered for this estimate
in Job Estimate Maintenance,
this check box is cleared by default because sales tax was included for
the estimate. If the sales tax was zero, this check box is selected by
default.
Estimate Update to
Jobs
