Correcting Job Setup After Costs Have Been Recorded

If a contract/job is originally set up for fixed price or unit price billing and it is discovered (after costs have been recorded) that the correct billing method should be time + material or cost plus, complete the following steps to correct the error and bill for the recorded costs.

  1. On the Site Map, click Job Cost > Maintenance > Job.
  2. In the Job field, enter the job number.
  3. Click the Properties.
  4. In the Price section, select Time + material or Cost plus and then click OK until you return to the Site Map.

    Note: If you select Time + material, Spectrum automatically sets up the job in the Time + Material module.
  5. On the Site Map, click Time + Material > Maintenance > Job Billing.
  6. Complete the Job, Not to exceed, Taxable,Sales tax, Retention, Equipment level, Material level and Labor level fields.
  7. Click the Mark-ups, Add-ons and Fees buttons and complete their respective windows.
  8. Click OK until you return to the Site Map.
Once the update is complete and the software creates transactions in the Time + Material module, the transactions are ready to be selected for billing.

For further information, you can contact Viewpoint Customer Support by visiting the Viewpoint Customer Portal.