Set Up a Job
Use this procedure to set up a new job record.
- Click the Jobs navigation aid in the Customers & Sales Navigation Center and select New Job.
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Enter a new job ID and complete the necessary job information. You can use the Setup Advisor located on the right-hand side of the screen as a guide.
- Select the Use Phases to track jobs in more detail check box if you want to use phases for this job. You can access this option later, if you are undecided at this time. (Sage 50 Premium Accounting and higher)
- If you want to enter another job, click Save and New. Otherwise, click Save and close the window.
Sage 50 displays the Maintain Jobs window.
Note: Marking the Inactive check box in the Maintain Jobs window indicates that the job is no longer used. This field is checked to make the job available for year-end purging. Sage 50 will display a warning message if you try to use an inactive job.
What do you want to do next?
- Enter estimated job expenses and revenue
- Print a job estimate
- Enter beginning balances for a job
- Copy job information to a new job
- Delete a Job
- Set up job cost codes
- Set up job phases
- Set up job statuses
- Use job statuses to manage your jobs
- Perform other job costing tasks
- Read the job setup overview