|
Window Details |
|
|
|
|
|
|
|
|
|
|
|
How Do I... |
|||
|
|
|
||
|
|
|
||
|
Related Topics |
|||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
Select Job Cost Main menu > Job Maintenance, Job Inquiry or Job History Inquiry.
The Change Orders tab is available only if the Allow Job Contract Change Orders check box is selected in the Job Cost Options window.
|
|
Use Job Maintenance to create and maintain jobs to be processed by the system. This task also provides options to maintain job descriptions and other constant data, contract amounts, job status, contract change order information, cost code detail, and job memos. You can also perform billing detail inquiry and change job numbers.
Initially upon system start up, the majority of jobs entered into the system are "open" (active) jobs. You may want to enter "closed" jobs for which revenue and expense transactions have taken place in the current year, or are anticipated before the close of the year.
Jobs can be entered manually into Job Maintenance, or they can be transferred automatically from a Job Estimate using Job Estimate Maintenance. After a job number is established for a new job, you can quickly copy information from an existing job to a new job. Jobs can be deleted or renumbered only if there is no activity for that job.
You can enter the job description, customer number, job address, contract number and date, billing method, job status, start date, and other constant data for the job. You can also record the actual percentage of completion of a job contract, along with the date of the entry.
Note All job cost customers are open item customers. An error message appears if you attempt to enter a balance forward customer number.
The original estimate and revised estimate amounts are adjusted automatically as additional cost code detail entries are made. Period-to-date, year-to-date, and job-to-date actual costs; billed (invoiced) costs; and payments received are maintained as job activity is processed. The lower portion of the window recaps projected cost variances, total billed and unbilled costs, projected profit, and other cost-related information for active jobs. You may want to review this information periodically for an up-to-date financial analysis of any open job.
If postings have been made for a future accounting period, you can view the period-to-date, year-to-date, and job-to-date information reflecting future postings.
You can record any revisions made to an original job contract. Change order detail is entered and retained by date, description, and amount, and is used to update the Revised Contract field on the Job Maintenance Job Status tab. All contact amount changes must be entered directly in the Revised Contract field on the Job Status tab.
You can review billing and payment status information for a job without printing a report. Each line is detailed by date, type (invoice or payment), source code, reference number or comment, bill or payment amount, and any applicable retention amount. The total amount billed and total amount paid are displayed at the bottom of the window.
Job Inquiry
Use Job Inquiry to review constant data, contract information, cost analysis detail, contract change order, cost code/cost type detail, cost transaction detail, billing and payment history, and job memos for each job. Use Job History Inquiry to review this information for jobs archived in the history files.
The information provided by Job Inquiry and Job History Inquiry cannot be edited. The System Security feature can be used to restrict access to Job Maintenance to personnel authorized to add, delete, or maintain job information.
You can view the job description, customer number, job address, contract number, and date, billing method, job status, start date, and other constant data for a job. You can also view the costing and billing summary for each job, as well as the actual percentage of completion of a job contract.
|
|
|
|
|
|
1. Main |
|
|
|
|
|
2. Job Status |
|
| Fiscal Period and Year | |
|
3. Change Orders |
|
|
4. Billing History |
|
