SedonaSetup                                Job Management Setup Tables/Options

Install Companies - Field Definitions

Install Company Setup

Install -  Enter the code for the Installation Company.

Description - Enter the description - this will be the name of the Company that will print on Job Work Orders.

Parts WIP - The G/L account which will used when parts are issued to a Job if the job type has been setup to use a material WIP account.

Misc WIP - The WIP G/L account which will be used for non inventory related expenses.

Labor to G/L

If your company will be posting Installer labor dollars to a job, check this box then select one of the two methods for expensing labor dollars.

·Expense at Time of Entry - If this button is selected, labor will be expensed (to the Labor expense account selected below) as labor timesheets are posted to a job.

·Expense through WIP account - If this button is selected, labor will be posted to a Labor Work-In-Process account when labor timesheets are posted to a job.

Labor Expense - Select the G/L expense account for labor.

Labor Deferred  If the Expense WIP account button was selected above, you will need to select the off-set G/L account for Labor Work In Process; this is a liability type account (OCL).

Labor WIP - If the Expense through WIP account button was selected above, you will need to select the G/L account for Labor Work In Process; this is an asset type account (OCA).

Overhead

This box is checked if you will be expensing Overhead dollars associated with direct labor expenses.  If using the WIP method for posting Labor, the same Labor WIP account will be used for posting Overhead amounts.

Overhead Debit - Select the G/L account to debit.

Overhead Credit - Select the G/L account to credit.

·Overhead Type - % of Dollars - If this method is selected you will enter a percentage in the field Overhead Amount (below).  When labor is posted using timesheet entry on the job, the system will calculate and post to the G/L, this percentage of each labor dollar expended.

·Overhead Type – Flat (Amount per Unit) - If this method is selected you will enter a flat dollar rate in the field Overhead Amount (below).  When labor is posted to a job using timesheet entry, the system will calculate and post to the G/L, this rate for each labor dollar expended.

Overhead Amount - Depending on the Overhead Type selected above, enter a percentage or flat rate.

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