SedonaSetup Job Management Setup Tables/Options Job Type
Job Type Detail (continued)
Lease – This is field is for informational and reporting purposes only. If the Job Type is for installing a leased system, you may select this box.
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 a 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.
Percentage Invoicing - Select this checkbox if the Job Type will be used for percentage invoicing situations only. When using this option, you must pre-define, on the Job Task List, the points at which the Job may be Invoiced and what percentage of the total charges will be invoiced at each Invoicing opportunity.
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 expensed immediately. Do not select this option if you are using work in process.
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.
FRM 24702
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