Next Computer Supplied Job Code

Set the start for the System supplied Job numbering sequence. When this is 0 or Blank, jobs won't be automatically assigned a Job Code.

Note: If using computer supplied Job Codes it is recommended to start from a suitable large number e.g. 100001 so alphabetic and numeric sorting of Job Codes will match.

Allow Manual Job Codes

Selected, (default) you can create a Job code for new jobs.

Clear, you must set the Next Computer Supplied Job Code, the Job Code field will be unavailable when adding or duplicating jobs.

ModePricing Mode

Determines the unit Sell Price calculation, and the way calculations are driven when cost prices are changed.

• Selling Price - When you enter estimates or transactions where a Product code is entered, the Selling Price from IC is loaded to the Selling Price. The Selling Price will be determined by the customer's Price code for the job. When cost prices change, the Sell Price is preserved, and the Markup is back calculated (Default).
• Markup - The markup percentage will be taken from the product based on the job's Price code. When cost prices change, the Markup is preserved, and the Sell Price is re-calculated.
• 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 - No Selling Price or markup is loaded, you must key the data manually.

Note: For Special Pricing to apply in Job Costing the Pricing mode must be set to Selling Price.

Work In Progress Basis

Specify how Work In Progress is recovered:

• Cost - (Default). WIP is calculated as Actual Cost Value less Invoiced Cost Value.
• Sell - WIP is calculated as Actual Cost Value less Invoiced Sales Value.

Using Sell Basis means WIP will reduce faster but when a Job is completed the net result is the same, remaining WIP is cleared.

Changing the Work In Progress Basis re-calculates work in progress for active jobs as at the current period. The change in WIP occurs in the current period and will transfer to GL. The Work In Progress Basis for JC for the period is recorded as part of the End of Period.

Default Non WIP

Determines the default for the Non WIP checkbox when creating new jobs from JC Job.

Default Job Line Quantity

The default quantity entered on an Estimate, Batch or Timesheet line and on transactions when a product is selected. Usually zero, or may be set to 1.

Allow Completion with Pending Costs

Selected, Jobs can be marked as complete if they have pending costs.

Clear, (default) Jobs with pending costs cannot be marked as completed.

Email Documents Preferred

Selected, when Print Quotation is selected from JC Job Form - if an email address is available the default destination will be set to Mail message not Printer.

Allow Inclusive Sell Prices

Selected, allows Inclusive GST Price lists to be selected for Jobs.

Clear, (recommended) restricts Price lists for Jobs to Exclusive GST.

Default Price Code

Default Price Code for new Jobs.

Default UOM Code

Available when UOM is Active. The default UOM Code for products in Jobs. Select from:

• Base UOM (default)
• Sale UOM
• Purchase UOM

Prompt Zero Quantity Lines

Select the action to take when posting a JC batch with zero quantity lines. Select from:

• No Prompt
• Prompt Delete Selected
• Prompt Delete Unselected

Default Sales Group Grid

Transaction Type

Default Sales Groups can be set for Transaction Types:

• Time
• Material
• Disbursement
• Narrative
• As Quoted

Sales Group

Set the default sales group per transaction type, and for As Quoted transactions generated by the system. Where a Product Code is specified, the Sales Group from the Product Code will override these defaults. Search for a sales group using the Accredo Lookups.

Non WIP

Selected, transactions will be marked complete for Work In Progress and excluded from WIP calculations.

Clear,transactions will be included in WIP calculations.

Buttons

Edit (F11)

Enter edit mode.

Save (F9)

Save changes.

Cancel (Esc)

Discard changes and close the form.