The New button will allow you to create a new job costing from an existing sales order.

Transcription

1 Accessing Job Costing From the Main Menu, select Service Menu. From the Service Menu, select Job Costing. Enter your access code to access job costing. New Job Costing from an Existing Sales Order The New button will allow you to create a new job costing from an existing sales order. Select New. Select a sales order from the list of available sales orders. Select Create. NOTE: NOTE: If you decide not to create a new job costing, select Existing to be returned to the main job costing screen or select Quit to exit job costing. The Estimates Only checkbox will allow you to view only those sales orders that have kits on them. To view all sales orders, deselect this checkbox.

2 Opening an Existing Job Select a job from the list of available jobs. Select Open. Additional Job Costing Information Enter a job description into the Job Description field. Enter your insurance, tax, and fringe percentage into the ITF Rate field.

3 Main Job Costing Screen Select to group the transactions either by Stage or Cost Type. Select to maintain either Actuals or Forecast. Select a job stage. The costs for the selected stage will be displayed below. Select a cost from the cost list.

4 Actual Costs If the job type is labor, perform the following steps: Enter the date worked into the Date Worked field. Select an employee from the Employee drop down. Enter the regular hours worked into the Regular Hours field. Enter the regular pay rate for the selected employee into the Regular Rate field. Enter the overtime hours worked into the OT Hours field. Enter the overtime rate for the selected employee into the OT Rate field. If needed, update the Description field. Enter any job notes into the Job Notes field. Select whether or not this cost type is taxable.

5 If the job type is expense, perform the following steps: If needed, select the vendor from the Vendor Name drop down. Enter and invoice number into the Invoice # field. If needed, enter the description into the Description field. Enter an invoice sub-total for this item into the Invoice Sub Total field. Enter an invoice sales tax into the Invoice Sales Tax field. Enter a job cost sub-total into the Job Cost Sub Total field. Enter a job sales tax into the Job Sales Tax field. Enter the date entered into the Date Entered field (this field will default to today s date). Enter any job notes for this item into the Job Notes field. If the customer has already been billed for this cost type, place a check mark in the Already Billed check box. If you would like this item sent to QuickBooks, place a check mark in the Send To QuickBooks check box.

6 If the job type is inventory, perform the following steps: Enter a quantity into the Quantity field. Enter a date taken into the Date Taken field (this field will default to today s date). Enter any job notes for this item into the Job Notes field. Select a warehouse from the Warehouse drop down. Select whether or not this item is taxable. If the customer has already been billed for this cost type, place a check mark in the Already Billed check box.

7 If the job type is sub-contractor, perform the following steps: Select the sub-contractor from the Sub-Contractor drop down. Enter and invoice number into the Invoice # field. Enter the description into the Description field. Enter an invoice sub-total for this item into the Invoice Sub Total field. Enter an invoice sales tax into the Invoice Sales Tax field. Enter a job cost sub-total into the Job Cost Sub Total field. Enter a job sales tax into the Job Sales Tax field. Enter the date entered into the Date Entered field (this field will default to today s date). Enter any job notes for this item into the Job Notes field. If the customer has already been billed for this cost type, place a check mark in the Already Billed check box. If you would like this item sent to QuickBooks, place a check mark in the Send To QuickBooks check box. Repeat steps 1 through 5 for all other job stages.

8 Forecasted Costs In order to change the estimated cost remaining for a stage and cost type, perform the following steps: Highlight the correct stage and cost type. Select the Forecast radio button. Select the Estimated Remaining radio button. Type in the estimated amount remaining. The Total At Completion and Variance will automatically adjust. In order to change the forecasted cost at the time of completion for a stage and cost type, perform the following steps: Highlight the correct stage and cost type. Select the Forecast radio button. Select the Forecast At Completion radio button. Type in the total cost at completion. The Estimated Remaining and Variance will automatically adjust. In order to revise the budget for a stage and cost type, perform the following steps: Highlight the correct stage and cost type. Select the Forecast radio button. Select the Revised Budget radio button. Type in the revised budget. The Variance will automatically adjust. If the Change Total At Completion To Reflect Revised Budget checkbox is checked, the Total At Completion will also adjust.

9 Progress Billing During the process of installation, you may choose to bill your customer before the job is complete by using progress billing. Select Progress Billing. The Current Billing will be automatically populated. Enter a description into the Description field. Enter any special comments into the Special Comments field. This will create an accounts receivable transaction for this customer in the amount of the current amount due.

10 Reports In order to view the job costing reports: From the Main Menu, choose the Service menu. From the Service menu, choose Job Costing. Choose Reports. From the Reports setup window, you can: Choose to view all open jobs, only jobs with cost selected period, or all jobs. Choose to sort by job number, transaction number, customer name, or hob name. Choose to show only jobs of selected revenue centers or specific job numbers. Choose whether the report will be summarized or fully detailed.