SedonaSetup            Job Management Setup Tables/Options

Setup Processing Job Management - Field Definitions

Materials

Material WIP – Specify the G/L account that will be the default when creating Installation Companies.

Job COGS – Specify the G/L account to be used as the default on Job Types.

Approval Processing – Select this option only if you want to use Job Approvals on all or selected Job Types.

Labor to G/L

Specify the G/L accounts that will be the default when creating new Installation Companies.  There are two options for posting labor to the general ledger; expense at the time of entry or expense through work in process (WIP).

Expense at the time of Entry - If this button is selected, labor will be expensed as labor timesheets are posted to a job.

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

Overhead

Overhead consists of the operating expenses including the costs of rent, utilities, taxes etc.  Overhead does not include commissions or materials.  In SedonaOffice, overhead is based on labor applied to a job from a timesheet entry.  You may use the overhead to credit and debit a particular G/L account.  You may choose an overhead percentage rate or use a flat dollar amount.  If selecting the percentage option, for each labor dollar expensed when a timesheet is entered, this percentage or rate will be applied for overhead.

Commissions

Commissions are fees or percentages allowed to sales representatives or agents for services rendered to your company.  Any employee of your company is allowed to receive commissions if commission rates have been setup in the employee setup table.  If you choose not to track commissions as a part of Job Costing, make certain the Commissions to G/L box is left un-checked.  If you choose to track commissions through job costing, you have options; expense the commission at the time of data entry or expense the commission through work in process.

Restrict Sales Month

The Restrict Sales Month option provides control over the month/year in which date may be entered as the sold date on a job. This allows you to capture accurate monthly sales data and not have it modified.  Once the sales period is advanced to the next month, a user will not be allowed to enter a job with a date prior to the month that is set as the current sales month.  If you decide to activate this option, select the current month/year in which you are doing business.  When you are ready to move forward to the next business month, you will need to update this field.  This option may be turned on or off at any time.

  If a Sales month is closed using the Restrict Sales Month option, any Jobs that are currently open will be locked down; any changes that need to be made to a Job related to Install Charges, Parts, RMR, or Commissions, will require you to create a Job Change Order.

Previous Page                              Page  2   of   2