JC Jobs Form
Use this program to set up jobs.
Because of the nature of Job Cost, many of the fields relate to other programs, such as the Markup/Discount rate (Info tab), which is used by Inventory, the Price Template and Haul Tax Option (Add'l Info tab), which are used by Material Sales, and the fields on the PR Info tab, which are used by Payroll.
Locking Job Phases
Applying Price Escalators
You can use the MS Oil Price Setup report to easily review jobs, by state, that are using this feature. To review the pricing adjustments for a job, run the MS Oil Price Escalation report. For more information about this feature, see HQ Escalation Index in Related Topics below.
Reusing Job Numbers
You can reuse job/contract numbers that you have previously purged as long as no history records exist in the JC History by Job table (JCJH) and no detail exists in AP, PO, and/or SL. If you enter a job number that does not meet these requirements, you will receive a message indicating that history records exist or that detail exists in AP, PO, and/or SL. You will need to purge the job/contract history in JC Contract Purge (Purge Contract History tab) and then run the AP, PO, and/or SL purge programs to purge the related AP/PO/SL detail.
You can also assign roles at the job phase level in JC Job Phases or through initialization in JC Job Phase Roles Initialize (which you can access from this form by selecting.
If you use the Process Workflow feature, you can use this tab to assign users to specific roles. The following rules apply when adding roles/users:
- Users can only be associated with a role that they have been set up with using the HQ Roles tab.
- Users can be assigned to more than one role - for example a single user can have multiple roles.
- Roles can be used more than once.
If you have the Workflow module, you can use the Workflow tab to set up workflows for a job. The workflow processes added here override those set up on the Workflow tab of the JC Company Parameters form and HQ Company Setup forms. For example, any process set up on a specific job overrides the more generic processes set up at the module and application level.
Deleting a Job
In most cases, deleting a job will require using the JC Contract Purge form. However, you can use this form to delete a job if you have not posted any activity to that job (e.g. cost or revenue adjustments, change orders, purchase orders, etc.). If you have already set up phases/cost types and estimates, you will need to delete those records before you can delete the job. When you delete a job here, the system checks for and deletes any related PM records (e.g. project firms, issue history, document history, punch lists, submittals, etc.).
Click the links below for related information.
About Updating Actual Units from AP/MS
Defining Overtime Calculations
About Using Weighted Average Overtime Rates