You can add or edit a job for any of your saved customers, and, as the job progresses, you can update the Job Status from the Job Setup screen.
To add or edit jobs:
1. Select Job Setup from the Job Costing menu to open the Job Setup screen, listing the defined jobs in Active status.
2. (Optional) Use the drop-down list in the Select Job Status field to view jobs in Completed or Inactive status, or enter a name in the Customer Name field to view jobs related to that customer.
The list displays the jobs you specified.
3. Click Add to add a job, or select a job from the list to edit the details of the job.
The Add panel appears on the right side of the interface.
Note: You can click Delete in the Add panel to delete a job from the list.
4. Enter an identifying name for the job in the Job Name field and an identifying code for the job in the Job Number field.
The job name and job code are used when entering transactions or running reports. These fields are required.
5. Select a type for the job from the drop-down list in the Job Type field.
Job Types help you track the number of jobs of any type your company performs on the Job List Report.
6. Select the customer for whom you are performing this job from the drop-down list in the Customer field.
This field is required.
7. (Optional) Enter a description of the job or any notes related to the job in the Description and Notes fields.
The text you enter in the Description field appears on reports.
9. Enter the balance at the time you set up the job in the Opening Balance field, and indicate the date the job started in the Start Date field.
By default, the current system date appears in the Start Date field, although this can be modified as needed.
10. Enter the projected date of completion for the job in the Projected End Date field.
You can update this date as timeframes for the job change. The actual end date is entered in the End Date field when the job is finished.
11. Use the drop-down lists in the Job Phase and Job Status fields to indicate the phase of completion for the job and its status, whether Active, Completed, or Inactive.
§ Job Phase indicators help you to track the number of jobs at a particular phase from the Job List Report.
§ Job Status tracks the overall progress on the job. If you select Completed, the current system date appears in the End Date field, although you can modify the date.
You can update these fields for any saved job to reflect the job progress.
12. Enter the actual date the job was completed in the End Date field.
This date is the actual date the job finished, rather than the projected date of completion entered in the Projected End Date field. If you enter a date in this field, the Job Status automatically updates to Completed.
13. Click Save to save the job to the list.