Jobs

The Job Tasks section provides a graphic representation of the flow of tasks you can use to record job information, as well as access to those tasks. It also provides access to windows where you enter/maintain job, phase, and cost code information.

Job Maintenance Options

At the top of the section are three buttons that take you to maintenance options:

Jobs: Click this to select from a menu of job maintenance options:

• New Job: This takes you to Maintain Jobs , where you can enter a new job record.
• View and Edit Jobs: This takes you to the Job List, where you can see a variety of job-related information.
• Set Up Job Defaults: This takes you to the Job Defaults window, where you can enter custom fields for jobs and specify if you want to be warned if you save certain transactions without including a job.

Phases: Click this to select from a menu of job phase maintenance options:

• New Phase: This takes you to Maintain Phases, where you can enter a new job phase record.
• View and Edit Phases: This takes you to the Phase List, where you can see a variety of information related to job phases.
  

Cost Codes: Click this to select from a menu of job cost code maintenance options:

• New Cost Code: This takes you to Maintain Cost Codes, where you can enter a new job cost code record.
• View and Edit Cost Codes: This takes you to the Cost Code List, where you can see a variety of information related to job cost codes.

Tell me more about using cost codes and phases with my jobs.

Change Orders: Click this to select from a menu of change order options:

• New Change Order: This takes you to the Change Orders window, where you can enter a new change order for a job.
• View and Edit Change Orders: This takes you to the Change Orders List, where you can select a change order to view or edit.

Tell me more about using change orders.

Job—Task Flow

The task flow shows you the various areas of Sage 50 where you can apply jobs. Applying jobs to the associated transactions allows you to keep track of income and expenses for your jobs. You will typically assign jobs to line items on transactions by selecting the job in the Job field.

The Jobs section lists all jobs entered through Maintain Jobs. There are six columns of information for each job:

• Job ID
• Description
• For Customer
• Start Date
• Projected End Date
• Job Status

You can sort the information in any of the columns.

View Detailed List: Click this button (at the top of the section) to see the Job List, which includes detailed information for all jobs.

Right-click menu: Right-click the Jobs section to see a pop-up menu with the following options:

• Add new job: Click to go to Maintain Jobs and add a new job.
• View job detail: Click to go to Maintain Jobs and see the complete information entered for this job.

The Recently Used Job Reports section lists the five most recently opened reports relating to Sage 50 jobs. If this is a new company and you are accessing the Jobs Navigation Center before opening any job reports, the following default reports will be listed:

• Job Ledger
• Job Profitability Report
• Job List
• Job Register
• Unbilled Job Expense

To see a report on the computer screen, click the View link opposite that report. To print the report, click the Print link opposite the report.

At the bottom of the section, there is View All Job Reports link; click this to go to the Sage 50 Select a Report window with the list of Job reports preselected.

To do this, simply click the drop-down next to the Job ID field and select the job. The screen will automatically show you only data for that job.

Click the Recent Selections link below the Job ID field.

You can search for jobs using any of the following information:

• Job ID
• Job Description
• For Customer
• Job Type
• Custom Fields 1-5 (What are custom fields?)

To do so:

1. Enter the information you do know about the job in the Find job with field.
2. Select the type of information from the in field, such as Job Description or Job Type.
3. Click Find. Sage 50 will find the job. If there are multiple jobs that fit your search criteria, Sage 50 will let you choose the correct one.

Yes. After you have selected the job, select the View attachments for job link. This will open the Attachments dialog where you can view, add, or delete attachments for the job.

• Change Orders: This section displays change orders that have been created for the selected job.

• Credit Memos: This section displays credit memos that have been created for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Customer Information: This section displays information about the customer for the selected job. The customer for a job is specified in the For Customer field in Maintain Jobs. If a customer hasn't been specified for the selected job, this section will be blank. The information about the customer comes from the customer's record in Maintain Customers.
• Expense Tickets: This section displays expense tickets that have been entered for the selected job.
• General Journal Entries: This section displays any general journal entries that were created for the selected job.
• Inventory Adjustments: This section displays any inventory adjustments that have been entered for the selected job.
• Job Information: This section displays general information about the selected job including the job's supervisor, start date, and projected end date.
• Job-to-date Profitability: This section displays information regarding the profitability for the selected job including actual revenues and expenses, and gross profit. This information will be broken out into the phase and cost code levels if the job uses phases and cost codes. How are the profitability values are calculated?
• Payments Applied to Expenses: This section displays payments that have been entered for the selected job. These are payments where the job was entered on the Apply to Expenses tab in Payments and in Write Checks. If a payment is applied to a purchase that was for the job, that payment will not show up in this section. You should view the Purchases/Inventory Received section to see that information.
• Payroll Entries: This section displays any labor distributions for the selected job on payroll checks.
• Proposals: This section displays proposals that have been created for the selected job.
• Purchase Orders: This section displays purchase orders that have been created for the selected job.

• Purchases/Inventory Received: This section displays purchase invoices that have been entered for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Quotes: This section displays quotes that have been created for the selected job.
• Receipts Applied to Revenues: This section displays receipts that have been entered for the selected job. These are receipts where the job was entered on the Apply to Revenues tab. If a receipt is applied to an invoice that was for the job, that receipt will not show up in this section. You should view the Sales Invoices section to see that information.

• Sales Invoices: This section displays invoices that have been created for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Sales Orders: This section displays sales orders that have been created for the selected job.
• Time Tickets: This section displays time tickets that have been created for the selected job.

• Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected job.

  Note: These totals do not reflect accurate total revenues and expenses for the job since revenues and expenses are affected by other transactions. If you want to see revenue and expense totals for this job, you should look at the Job-to-date Profitability section.

• Write Checks: This section displays payments that were entered in Write Checks for the selected job.

You can:

• Change the date range for the information you want to appear. Simply select a different option in the Date Range field.
• Change the sort of the list by clicking a column header. Clicking once will make the list sort by that column in ascending order (A-Z). Clicking again will make it sort by that column in descending order (Z-A).
• Change the width of columns. Simply click and hold the cursor and drag the column line to widen or narrow the column.
• Search for a particular item of information. To do so,

1. Click Advanced search. This will open the filter controls.
2. Enter the text in the Search for field.
3. Select the field in which the information should appear.
4. Click Search. To clear the search information, click Clear Search.

Simply, click the Make this the default page button in the toolbar.

To do this:

1. Click the Customize link at the top right corner of the list, then click Settings.
2. Use the Settings window to select which columns appear and the order in which they will appear. Tell me more about this window.
3. Click OK. on the Settings window. The data will automatically change.

1. Click the Customize link at the top right corner of the section.
2. Select the number of rows you want to display for that section. You can choose to display 5 rows, 10 rows, the maximum number of rows, or to have the number of rows determined automatically.

To change which lists appear:

1. Click Customize this Page.
2. Use the List Settings window to add or remove the lists you want. You can also change the order. Tell me more about this window including step-by-step instructions.
3. Click Save.

Click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

There may be times where you want to have the same list of information, for instance, Sales Invoices for Job, show on your screen filtered different ways. To set this window up in this way, click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.

Yes, you can do this by double-clicking the transaction or data that you want to see. Once it opens, you can edit it, and sometimes void or delete it.