Estimate Update to Jobs

Estimate Update to Jobs - Fields

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.

Enter 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.

Country Code

Enter the country code, or click the Lookup button to list all country codes.

A country code is needed to ensure that the correct city and state or province are entered based on the ZIP or postal code.

Enter a new country code to add a it using Country Code Maintenance (On the Fly).

Job Address

Enter the job location's street address. Up to three address lines may be entered.

ZIP/Postal Code

Enter the job location's ZIP or postal code.

Enter a new ZIP or postal code to add it using ZIP/Postal Code Maintenance (On the Fly).

City

Enter the name of the city. If a ZIP or postal codeis entered, the city name automatically appears.

State/Province

Enter the state or province abbreviation. If a ZIP/Postal Codeis entered, the state or province abbreviation automatically appears.

Contact

Enter the contact person's name for the job site, or click the Lookup button to list all contact names.

Telephone

Enter the contact person's telephone number for the job site. Select the phone type in the field to the right.

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the phone number based on the country code.

Extension

Enter the contact person's phone extension number for the job site.

Fax Number

Enter the contact person's fax number starting with the area code.

Note The fax number must include the area code to process a fax.

For countries other than Canada and the United States, the telephone country code is automatically added to the beginning of the fax number based on the country code.

E-mail

Enter the contact person's e-mail address. Use a semicolon ( ; ) to separate multiple e-mail addresses. Click the E-mail button to launch your e-mail application. The e-mail address(s) entered defaults to the To section of the e-mail.

Note The e-mail application that is launched is selected in Microsoft Internet Explorer. For more information, refer to the Internet Explorer Help system.

Comment

Enter a comment about the job to be printed in job estimate headings.

Estimator

Enter the estimator's name for the job.

Manager

Enter the manager's name for the job.

Contract No.

Enter the contract number for the job.

Date

Enter the date of the original contract for this job.

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.

Job Status

Select a job status to indicate the status of the job. The job status prints on the estimate report headings.

Status Date

Enter 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

Enter 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

Enter 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.

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 %

Enter the percentage of retention to assign to the job. This rate is used to calculate the retention amount for job billing.

Sort Field

Enter 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

Enter 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 Units

Enter 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.