Job Management                                Job Management Setup

Job Management Setup Tables & Options

The SedonaOffice Job Management module operates on the business rules and values created and maintained in SedonaSetup.  Depending on how you want to report and record information to the G/L will determine how your company will set up these options.

When costs for Jobs are recorded to the General Ledger, three key setup areas are evaluated by the application to determine which G/L Accounts to use for the transaction.  The evaluation process for each major expense type is listed below.

Materials

·Use Cost of Goods Sold G/L Account on the Job Type Detail setup form.

Labor

·If G/L accounts exist on the Job Type Costing setup form, use these accounts. 

·If none are in the Job Type Costing setup form, use the G/L Accounts in the Install Company setup.

Commissions

·If G/L accounts exist on the Job Type Costing setup form, use these accounts. 

·If none are in the Job Type Costing setup form, use the G/L Accounts in the JM Setup Processing form.

Many of the Job Management Reports have grouping and/or sorting options.  Your setup in these areas will affect how you are able to view job information on reports.  The setup table/option followed by an asterisk indicates the General Ledger will be affected by the choices selected.

Follow the topic links below for details on other Job Management Setup Table/Options.

 

Setup Processing (JM)*

Installer*

Job Status

Install Company*

Warehouse*

Labor Tasks

Job Type*

Salesperson

Job Approval Groups

Job Expense Type*

Project Manager

Commission Types

Branch*

Prevailing Wage*

Job Phases

 

 

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