Job Code
This is the alphanumeric reference for this job right throughout the system. It can be automatically generated through a Job Template when creating a new job or it can be a manually entered code (not advised unless for a specific purpose).
When determining a number allocation system remember that SubJobs are normally a Header job number with additional digits and Subcontracts are the Job Number with additional digits. Don't make the numbers too long. Alpha prefixes and suffixes can be used.
Job Name
Apart from the Job Code this is the job identifier throughout the system. It will appear in most data entry screens and reports. F4 lookup screens can default to search on the job name rather than the job code.
Client Account
The Account Number and Alpha Code fields for the client on this Job. Maintained through Company Maintenance.
Job Manager
The person with day to day responsibility for this job. There is Job Manager security throughout Workbench. If this Admin Function is allocated then a Job Manager is restricted to their Jobs only. Where a screen specifies 'Manager' this refers to the Job Manager.
Account Manager
The person with overall responsibility for the Job. Used as a filter for Reports only.
Profit Centre
Every job is allocated to a Profit Centre (which in turn is linked to a Location). The Profit Centre is used for:
- General Ledger Integration
- Reporting
- Security through Profit Centre Groups
Price Code
The Price Code listed takes precedence in the Retail rate or value calculated on every Cost Transaction line. Specifically used in establishing default selling proces on all Input Based Jobs.
Job Type
Serves two purposes:
- Provides a level of Job analysis for Lookups and reporting.
- Provides the control for special types of Jobs linked to Control Parameters. E.g.. Plant Jobs, Stock Locations, Non Stock Locations
Charge Type
Provides the control for the Job's Billing Type, invoicing considerations and consolidation and the Job's Work in Progress calculation and consolidation
Invoice Type
Provides the default Invoice format to be used when invoicing this job.
Activity Groups - Cost / Budget / Forecast
The Activity Group contains the allowable Activities for this job and the precedence for the default Work Centre. Different transaction types can have separately maintained Activity Groups e.g. Budgets vs. AP Invoice Entry vs. Contract Forecasting.
Sales Code Group
Optional. If populated controls the allowable Sales Codes on this job when creating invoice lines
Contract / Claim schedule
If this Job becomes a Contract through Job Management these two fields are populated through the Contract Maintenance process.
These fields can be manually used for Output Based Invoice jobs where there is no Contract Management required but you need to use a schedule for the 'outputs'.
Service Type
This is used in the 'Service Desk' where you are recording logs against jobs.
Doc Purpose Group
Used in conjunction with Doc Workbench the Document Management module. This defines the allowable Doc Purposes to be used in managing documents on this job.
Job Status
A range of statuses (can be maintained) that specifies the status of the job. This field is used for reporting purposes only. It is not automatically updated from any other field or process. There is a Maintain Job Statuses screen that allows for easy update of this field.
Log No
The Log No attached to this job.
Job Value
The expected value of this job. If the Billing Type on the Job is Quoted, then this value is used in automatically creating an invoice line with this value from the Get Sales button
Order Number
Client Order number. Defaults through to the invoice at time of invoicing
Job / Client / Quote reference
Reference fields only within the Masterfile. Fields are not auto populated from other functions.
Asset Reference
If this job related to a specific Asset then the reference for this can be maintained here.
Billing Currency
The Billing Currency of this job. This will default from the Client but can be different for this Job. This currency is used throughout the Job as the Billing Currency.
Claim Item
If this job relates to a specific claim item from the linked Schedule the Claim Item can be specified here. This is also used for allocating revenue back against individual jobs.
Required Quantity
Where a quantity is entered, the Packing Slips option is available for this job, allowing the creation of one or more packing slips for dispatching this 'quantity' against this job. It is assumed that the dispatchable item is described in the job name
Check Against Budget
There are three options available here:
- No Check
The system allows entry of any transactions to the job
- Warn if no Budget
If the transaction entered does not have a budget at the Job / Work Centre / Activity Code level, or if the budget value has already been used, then the system will warn of this during data entry.
- Enforce Budget
If the transaction entered does not have a budget at the Job / Work Centre / Activity Code level, or if the budget value has already been used, then the system will disallow entry of further transactions.