Job Management                                Job Management Setup                               Job Type Setup

Job Type - Detail Form (continued)

Allow Override Tasks – If this box is selected, a new setup form will display on the Job Type labeled Override Job Tasks.  This allows you to have a primary task list and create an secondary task list for the same Job Type.  An override task list would typically be used when the task list for the same type of installation may vary from one situation to another.  The best example would be a system installation that may require tasks for pre-wiring the site and in other situations you may not need to perform a pre-wire.  In this scenario you would define the primary task list for the situation that would occur in most often.  You would then create an override task list to fit the other installation situation.  When a new job is created, the user will have the option of keeping the primary task list or switching to the override task list assigned to the Job Type.

Hold Back % - If the Job Type dictates your customer will hold back a certain percentage of the amount invoiced until the job is completed, you will enter the percentage amount in this field.  If an amount is entered in this field you will also need to make entries into the next two fields; Hold Back Item and Hold Back Acct. 

Hold Back Item – Select the invoice item from the drop-down list that will be used when an invoice is created for the hold back Job Type.  When setting up the Invoice Item to be used for Hold Back invoicing, make certain to un-check the taxable checkbox on the Item setup.

Hold Back Acct – Select the G/L account number from the drop-down list that will be used when invoicing the customer for job holdbacks at the end of the job; this is typically an asset account.

EST LU Cost (Estimated Labor Unit Cost) - This optional field is used to establish a standard labor rate to be used to calculate the estimate labor costs for a job.  On the job’s Job Costing form, a button is available to automatically calculate the estimated labor dollars for the job.  If a value is entered in this field, the application will add all labor units from parts and all labor units entered on install charge lines then multiply the total times the value entered in this field.

Force Part Reconciliation – If this checkbox is selected, a user will not be allowed to close a job if all parts have not been properly issued or if there are open purchase orders associated with the job.

Allow Costing to Closed Jobs – If this checkbox is selected, users may post costs to jobs that have already been closed.

Expense Part When Used – If this checkbox is selected, inventory parts issued to the job will be immediately expensed.  Do not select this option if you are using work in process.

Percentage Invoicing – Select this checkbox if the Job Type will be used for percentage invoicing situations only.  If this option is selected, when setting up the default Job Task List you will need to set percentage rates to invoice two or more task lines.

Zero Part Price - This checkbox option controls whether the sales price for each part on the Materials setup form of a job will default into the unit price field for all parts on the Job Materials list.  If this checkbox is selected, all job part sales prices will be set to zero.  If this checkbox is not selected the application will default to the part setup sales price.  If you are not invoicing for each individual part on the Materials list, do not check this box.

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