Job Management Job Management Setup Job Management Setup Tables & Options
JM Setup Processing
The Job Setup Processing form contains defaults that are used by the application when creating Install Company records and posting costs to a Job. These settings and rules will be used when posting costs to Jobs unless different settings are setup at the Install Company or Job Type level.
If different settings & G/L accounts are needed at the Job Type level, Job Type settings will override the Install Company & Setup Processing settings & G/L accounts.
· Material WIP – If using WIP for parts, this G/L account will be used when parts are issued to a Job. If the Material WIP G/L account is different on the Install Company, the application will use the G/L account from the Install Company of the Job. If a different G/L account is used on the Job Type, the application will use the settings on the Job Type for the Job.
· Job COGS – This is the Cost of Goods Sold account that will be used for parts used on a Job. If a different COGS account exists on the Job Type, the application will use the Job Type Material COGS account.
· Labor – All timesheets posted to a Job will use these G/L accounts and expense method unless the setup values are different on the Install Company or the Job Type. The Job Type setup will always be used if any Labor setup values exist for the Job Type.
· Commissions – Commission entered on a Job will use these G/L accounts and expense method unless the setup values are different on the Job Type. The Job Type setup will always be used if any Commission setup exists for the Job Type.
· Overhead – Overhead is posted to the G/L at the time a timesheet is posted to a Job. The application will use these G/L accounts unless the setup values are different on the Install Company or the Job Type. The Job Type setup will always be used if any Overhead setup exists for the Job Type. Overhead is always expensed immediately and will not post to any WIP account.
Follow the topic links below for details on other Job Management Setup Table/Options.
Setup Processing (JM)* Job Type* Job Expense Type* Branch* Install Company* Installer* Warehouse*
Prevailing Wage* Salesperson Project Manager Job Status Labor Tasks Job Approval Groups Commission Types