Select Job

Select the job code. Search for a job using the Accredo Lookups.

Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit (F11)

Enter edit mode, to edit the job details.

Insert (F4)

Select a job type to add a new job.

Duplicate (Shift+F4)

Duplicates the selected job, select the job type to duplicate as.

Delete (F3)

Delete is available if there are no active documents or transactions for the job, and if there are no Estimates and no Quoted Amount.

Print Job Sheet (Ctrl+P)

Prints a Job Sheet report, using JC Print Job Sheets.

Print Label (Ctrl+L)

Prints labels for the current job, using JC Job Labels.

Reprice (Alt+R)

Available when editing a job that is not complete, this will reprice the Job Estimate based on current prices and the Price mode in JC Settings. For each line containing a Product code, the product is read and the latest Cost and Sell Price information copied to the Estimate line. If SP is present and configured for JC, Special Prices are considered. This is useful if you copy estimates from a Standard job and want to update pricing. If you select this in error, press Esc to cancel editing the job and estimate. A line will not be repriced if the Cost and Selling Prices in IC are zero. This allows items that vary in price to be recorded as products and not be affected by repricing. Select to reprice Cost Price, Selling Price, Discount, Description and / or Sales Group.

Note: Cost Price of products set as Manually Costed will not be changed.

Print Quotation (Alt+Q)

Save the job and estimate (if editing), then print a Quote. This stores the Quoted Sell in the Job Header. If you intend using JC for quoting, you can design a quote using Job Sheet/Quote Designer or have one designed for you. See JC Print Quotation.

If you use the standard Accredo Job Quote layout, you can add a short text message by creating or editing a text file called JCQuote.txt located in the sub folder Reports\JCJobSheet of Accredo directory (for example, in C:\Accredo\Reports\JCJobSheet). This file can be created or edited using a text editor. For comprehensive messages or conditional messages, use Job Sheet/Quote Designer.

Hide / Show Summary Values (Ctrl+H)

Show or hide the Job Summary panel.

Undelete (Alt+U)

Undelete a Completed job. The Job Status will be changed to Active, and the Date Completed and Period Complete For WIP fields will be cleared.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Job Tab

Job Code

A unique code of up to 16 numbers, letters, or a combination, only entered when inserting a new job. Data can be entered for new jobs where Allow Manual Job Codes is selected in JC Settings.

Valid characters for new Job Codes are A-Z, 0-9 by default. Other characters to allow may be specified in JC Settings Misc tab.

Job Name

The name of the job.

Customer Code

Allocate the job to a customer by entering the Customer code, optional, not for Standard jobs.

Contact

Associate a contact with a job. If a Primary contact has been specified for the customer or creditor, this will be the default.

Job Type

• Normal - a Job you can post transactions and invoices against.
• Quote - a Job you can estimate and print a quote for. A quote cannot have transactions. When a Quote is accepted change the Job Type to Normal.
• Standard - a template Job, may be duplicated or estimate lines incorporated into other jobs. A Standard job cannot have transactions, nor be Quoted.

Order No.

The customer's Order number, transferred to invoices generated from the job. If the customer has Order No. Required, an Order No. must be entered before a Normal Job can be saved.

The IN Setting for Order No Check controls when a hint is displayed for repeating a Customer Order No.

Sales Person

Sales Person Analysis code. Defaults from the Customer Sales Person code or User Default Sales Person Code, can be changed. If no Sales Person code is entered, the default is 0000.

When an invoice is generated, this will be the code used for the Sales Person.

Job Person

JC Job Person code. Defaults from the User Default Job Person Code, can be changed. If no Job Person code is entered, the default is 0000.

Price Code

When a customer is selected, their Price code is the default, (can be overridden). If the Pricing mode in JC Settings is:

• Selling Price - method used to obtain the unit sell price for transactions and estimate lines, with SP, the Price code can be used as Special Pricing criteria.
• Markup - method used to obtain the markup percentage used to calculate the unit sell price for transactions and estimate lines.
• Markup and Discount - The markup percentage will be taken from the product based on the job's Price Code. The Discount% is taken from the Discount Schedule for the Job and Product Discount codes, and will reduce the Markup. This is the same result as if you keyed the Markup% then Discount Percent. When cost prices change, the Markup and discount are preserved, and the Sell Price is re-calculated.
• None - the specified Price code has no effect.

Discount Code

When a customer is selected, defaults to their Discount code, (can be overridden). Used for calculating a discounted unit sell price if the Pricing mode is set to Selling Price.

Date Entered

The date the job was loaded. For jobs invoiced in FX, the Date Valued (if entered) is the date the Exchange rate applies, if blank - Date Entered is used. Changing the Date Valued will re-fetch the exchange rate from the rate table and revalue the Job Estimate (recalculate base value).

Date Required

The date the job is required. (Optional)

Time Required

The time the job is required. (Optional)

Date Completed

The date the job was completed. If blank when the Job Status is set to Complete, Date Completed is set to the System Date. If a completed job is re-opened, this will be blank.

Job Status

For Normal jobs the status controls what can be processed:

• Active - actual costs can be loaded against the job.
• On Hold - costs cannot be loaded against the job, but it is not yet complete.
• Complete - all costs have been loaded against the job, it has been fully invoiced and is complete for WIP.

For Normal and Quote jobs, if Status is Complete the Job can be made inactive.

When a Job is deleted, the Status will be set to Deleted. Jobs can not be deleted if they have costs or invoices posted against them.

If you change the Job Status to Complete, a warning appears if there are outstanding:

• Purchase Orders for the job (PO installed).
• Shipments for the job (AP installed).
• Unposted Batches for the job.

If there are outstanding Purchase Orders for the job, you can still mark it complete, but cannot receipt items from the Purchase Order against a complete job. Changing the Job Status to Complete marks all transactions Complete for WIP in the Period Complete for WIP from the job.

If the Date Completed field is:

• Blank when the Job Status is set to Complete, Date Completed is set to the System Date or end date for the JC Current Period whichever is later.
• Not Blank, the Period Complete for WIP is set from this date when the job is completed.

A Complete job can be reactivated. Period Complete for WIP is displayed next to Job Status.

% Complete

You can set the extent a job is complete on a percentage basis (useful for reporting).

Print Status

Read-only. Shows the Job Print Status:

• Unprinted - the job has not been printed.
• Quoted - a quote has been printed.
• Printed - the job sheet has been printed.

View the Print Log (requires Read access Permission for Company > Settings).

Non WIP

Selected, all transactions entered are complete for Work in Progress, for example, use for internal jobs that cannot be billed. Set default from Navigator > Setup > Job Costing > JC Settings.

If you change a WIP job to Non WIP, if the transaction period is available for JC, then the transactions are marked as Complete for WIP in the period, otherwise they will be marked as Complete for WIP in the first available period for JC.

Inactive

Selected, the job will be hidden from view, but full financial information and history are retained for reporting. Inactive records can be opened in Lookups by clicking Display Inactive Records (Ctrl+I) on the Lookup or selecting Display Inactive Records from the right-click menu. If you select Display Inactive, inactive items will display dimmed in lists. Many report selections have an option to show records that include information for inactive accounts. Only jobs with a Status Complete or Job Type of Standard can be made inactive. Inactive records cannot participate in transactions. You can make jobs inactive that you want to retain for history.

Completed Jobs may be Inactivated automatically during end of Period or end of Year based on JC Settings.

Email Contact

Selected, send invoices to a selected contact.

Related Job Code

Enter a Job number or select from the Lookup to create a relationship between jobs. You can:

• Create a Master job for a large project, and include the Master Job code in the Related Job Code field for smaller jobs that contribute to the project. These can be invoiced together under the Master Job, provided the jobs have the same currency code, see JC Settings - Invoicing tab.
• Store the original Job code in the Related Job Code field after duplicating a Job. Filter & Sort this field to locate related Jobs.
• Consolidate related jobs using Job Analysis Reports.

Comment

Additional information for filtering reports, sometimes used as a sub-classification of jobs for reporting.

Currency Code

The currency the job will be invoiced in. Defaults to your base currency on insert. If FX Allow Foreign Sales is selected and there are no transactions or documents for the job it may be edited. Selecting a customer for the job will set the Job Sell Currency code to match that customer.

Date Valued

For Foreign Currency jobs, the date the job was last valued. The exchange rate will relate to the Date Valued if entered, otherwise to the Date Entered.

Rate Type

If FX Allow Foreign Sales is selected in FX Settings, this will default from the Default Selling Rate.

Exchange Rate

If Use Exchange Rate Table is selected in FX Settings, the Rate is fetched from the Exchange Rates Table based on Currency code, Rate type and Date. You may fix a rate by clicking the Fix Rate button. Fixing means it can no longer be changed on this job and will be passed through as a fixed rate for Job Invoicing. If not fixed the rate will be re-fetched when Rate type, Currency code or Date valued are changed.

Job Group Code

The code that closing WIP and WIP on hand values are attributed to, also for grouping Job Reports.

Category 1

Category 2

Add customised Job Categories from Categories on the Maintain tab, or click Open Category (Shift+F12) on the lookup. Labels can be replaced in JC Settings.

Branch

Department

Set Job defaults - they can be overridden when entering transactions if you need to allocate a cost against a different Branch or Department. The specified values are used when generating an invoice, that is, the invoice can only be generated against the Job default Branch and Department. If you need to change the Branch or Department on the invoice, edit the invoice. (Accredo Saturn Only)

Default Location

Where materials are sourced from. For new jobs, Branch, Department and Location default from the User. If a Customer code is selected, and the Customer has a Branch code, this is the default. (Accredo Saturn Only)

Job Summary

Hide Summary Values (Ctrl+H)- toggle display of job summary information off/on (scriptable). To hide sensitive information or filter the summary lines by default, use an OnOpen script for the form.

Shows the Quoted, Estimated, Job, Job Incl Pending, Actuals, Pending Costs, Invoiced and Pending Invoiced.

Quoted

Cost - calculated from Estimates as at the last time a quote was printed for the Job (or the QuoteFromEstimate method was called in a script at the data level).
Sell/SellBs - from Estimates as at the last time a quote was printed for the Job (or the QuoteFromEstimate method was called in a script at the data level).

Estimated

Cost - calculated from estimates as currently saved. This may vary from the quoted values above.
Sell/SellBs - calculated from estimates as currently saved. This may vary from the quoted values above.

Job

Cost - sum of Extended Cost from all Job transactions.
Sell/SellBs - sum of Invoiced Sell / Invoiced Sell Bs from all Job transactions.
This is comparing Actual Costs with what you have invoiced, hence showing actual Profit.
WIP - Work in progress for Job (that is, Work In Progress cost (see Actuals) less Work In Progress recovered (see Invoiced) or zero if WIP Recovered exceeds WIP Cost).

Job Incl Pending

Cost - sum of Extended Cost from Job Transactions and Pending Costs (Unposted Job Batches, Time Sheets, AP Shipments, PO Orders).
Sell/SellBs - sum of Invoiced Sell / Invoiced Sell Bs and Pending Invoiced Sell / Pending Invoiced Sell Bs from unposted Invoice Lines for the Job, that is, comparing total Actual Cost including pending actual costs with total Invoiced including unposted invoices.

Actuals

Cost - sum of Extended Cost from all Job transactions.
Sell/SellBs - sum of Extended Sell / Extended Sell Bs from all Job transactions.

This is comparing Actual Costs with what you expected to sell them for.
WIP - Work in progress cost, that is, sum of Extended Cost from all Job transactions which are not complete for WIP.

Pending Costs

Cost - sum of Extended Cost from Pending Costs (Unposted Job Batches, Time Sheets, AP Shipments, PO Orders).
Sell/SellBs - sum of Extended Sell / Extended Sell Bs from Pending Costs (Unposted Job Batches, Time Sheets, AP Shipments, PO Orders).

Invoiced

Cost - sum of Invoiced Cost from all Job transactions.
Sell/SellBs - sum of Invoiced Sell / Invoiced Sell Bs from all Job transactions, that is, Cost and Sell from posted invoices.
WIP - Work in progress recovered, that is, sum of either Invoiced Cost or Invoiced Sell depending on Work in Progress Basis from all Job transactions which are not complete for WIP.

Pending Invoiced

Cost - sum of Pending Invoiced Cost from unposted invoices for the Job.
Sell/SellBs - sum of Pending Invoiced Sell / Pending Invoiced Sell Bs from unposted invoices for the Job.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Open Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Refresh the list to reflect changes made by other Users.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Buttons

Related Jobs (Alt+D)

Displays a list of related jobs (if any) for the selected job.

Job List (Alt+L)

Opens JC Job List. If the job was opened from a Job List that is still open, returns to the job list, otherwise opens a new Job List. If the job is not in Edit Mode, the JC Job window will close.

Save

Saves the job. Blank narrative lines at the end of the Estimate tab grid will be trimmed.