Using Job Statuses

Job statuses help you keep track of and manage your jobs more effectively.

To use job statuses in Sage 50:

  1. Set up job statuses, if necessary. Sage 50 provides you with 4 statuses to start out (In progress, Pending, Completed, and On hold). In progress is the default status. If you want to change these statuses or add more, you can do this on the Statuses tab in Job Defaults. How do I do this?
  2. Assign statuses to jobs. Statuses are assigned to jobs in Maintain Jobs. You can change the status for a job as necessary.
  1. Click the Jobs navigation aid on the Customers & Sales Navigation Center and select View and Edit Jobs.
  2. Select a job and click Open.
  3. Select the status in the Job Status field.
  4. Click Save.

  5. Use the Job Management tab in the Jobs Navigation Center to view information about your jobs. You can add sections to the Job Management tab so that you can quickly view information about your jobs, including statuses, start and end dates, sales orders and invoices that have been created for jobs, and information about the customers for the jobs. How do I use the Jobs navigation center?

    You can also view statuses for your jobs on the Job List View and the Job List report.