Set Up a Job

Related topics

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

Use this procedure to set up a new job record.

  1. Click the Jobs navigation aid in the Customers & Sales Navigation Center and select New Job.

    2. Sage 50 displays the Maintain Jobs window.

  2. Enter a new job ID and complete the necessary job information. You can use the field help located on the right-hand side of the screen as a guide.

  3. 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)
  4. If you want to enter another job, click Save and New. Otherwise, click Save and close the 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.