Field Definitions: JC Jobs Form
The following is a list of field descriptions for the JC Jobs form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Job
Use this field to assign a unique job number.
Job Code Length and Format
The length and format of your job codes is set up when your system is installed. Job codes generally have multiple parts separated by dashes to allow sub jobs and sub-sub jobs to be set up within a job. For example, a project with multiple buildings could be set up as follows:
Job: |
1025 |
Industrial Park |
Sub-job: |
1025-1 |
Building one |
1025-2 |
Building two |
|
Sub-sub-job: |
1025-1-1 |
Bldg 1, 1st floor |
1025-1-2 |
Bldg 1, 2nd floor |
You cannot enter a job number that exists in the JC History by Job table. For example if you purged a contract/job but not the contract/job history, you will receive an error message when trying to create a new job using that number.
To fix this issue, use the JC Contract Purge form to purge the contract/job history. You will also need to make sure all related AP, PO, and SL detail is purged for the contract/job using the purge programs in the AP, PO, and SL modules.
JC Jobs
Description
Enter a description of the job/project. You can enter up to 60 characters in this field.
JC Jobs
Contract
Enter the contract associated with the job/project or press F4 to select on from a list.
When creating a new job/project, this field defaults a contract number identical to the job number. You can accept the default or enter a new contract number.
Changing the contract assigned to a job
The contract assigned to a job can be changed, as long as there is no existing change order detail in JC or PM. All records in the JC Job Phases form will automatically be updated with the new contract. If the contract item to which a phase is linked does not exist on the new contract, the phase will be assigned to the first contract item on file for the contract. Incorrect links can be edited in JC Job Phases.
JC Jobs
Department
Enter a department for the selected contract or press F4 to select one from a list.
The department defines which GL accounts will be used when posting contract revenue and job costs, and it can be set up on each contract item using the JC Contract Items form. The department selected in this field will be used as the default department when creating new items on the contract.
Departments are created and maintained using the JC Departments form. You can open this form by pressing F5 in this field.
JC Jobs
Customer
Use this field to select the customer that applies to the contract. Enter a customer from AR Customers or press F4 to select one from a list.
This field is only enabled if the contract selected in the Contract field is not set up in JC Contracts .
JC Jobs
Retainage %
Enabled only if the specified contract is not already set up in JC Contracts.
Enter the retainage percent for this job.
JC Jobs
Start Month
This field is only enabled if the specified contract is not already set up in JC Contracts.
Enter the starting month of the contract.
JC Jobs
T&M Template
Enabled only if the specified contract is not already set up in JC Contracts.
Enter the T&M Template (from JB T&M Template Setup) to use when billing the specified contract. Initially defaults the template specified in the ‘JB T&M Template’ field in JB Company Parameters.
JC Jobs
Project Manager
Use this field to assign a project manager to a project. This allows you to sort and filter jobs/projects by the project manager associated with it (for example in the PM Work Center).
Enter a project manager or press F4 to select one from a list.
Project Managers are created and maintained in JC Project Managers .
JC Jobs
Bid Number
Enter the bid number for this job. The bid number can be up to 10 characters long.
This is an optional field that can be used to tie the job back to either an estimate code in Project Management, or a quote number in Material Sales.
JC Jobs
Tax Code (Costs)
Enter the tax code that should be used as the default when posting sales or use tax to this project in AP, PO, and/or SL. Press F4 to select a tax code from a list.
Tax codes are created and maintained using HQ Tax Codes .
JC Jobs
Base Tax On
Specify where to default the tax code from when entering job lines (for example when creating a PO item in PO Purchase Order Entry).
J-Job - Default the tax code on the job/project (Tax Code field in either the JC Jobs or PM Projects form).
V-Vendor - Default the vendor’s tax code (Tax Code field, AP Vendors).
O-Vendor Override - Default the vendor's tax code (Tax Code field, AP Vendors). If there is not a tax code specified for the vendor, the system will use the job's tax code (Tax Code field, JC Jobs).
A change will also update PM Projects
Many of the fields on the JC Jobs form are also on the PM Projects form.
Any change to this field on the JC Jobs form will also immediately update the same field on the PM Projects form.
JC Jobs
Liability Template
The liability method determines how payroll burden is assigned. Enter a liability template number or press F4 to select one from a list.
Liability templates are created and maintained using the JC Liability Template form.
JC Jobs
Insurance Template
The insurance template is used when processing payroll on the job/project.
Enter an insurance template code or press F4 to select one from a list.
Insurance templates are created and maintained using the JC Insurance Template form.
JC Jobs
PR State
This field is used as the default when posting timecards (PR Timecard Entry) that reference this project. This field is used by the Payroll module if you are using the job state for tax state, unemployment state, or insurance state (options in PR Company Parameters).
Enter the state where the project is located or press F4 to select one from a list. State codes are created and maintained using the HQ States form.
JC Jobs
Job Status
Display only, the current status of this job (should match the status of the associated contract).
1-Open. This status is automatically applied to all new jobs.
2-Soft Close. Posting is restricted, but closing GL entries have not been made. This status is automatically applied when the contract is Soft-Closed in the JC Contract Close program.
3-Hard Close. This status is automatically applied when the contract is Final Closed in the JC Contract Close program.
Click here for information about closing a contract/job.
Close a contract/job
JC Jobs
Markup/Disc Rate
For use with the Inventory and Material Sales modules.
Enter the mark-up and/or discount rate that is used to calculate prices when posting materials to this project in Job Cost or Material Sales.
Material pricing calculations are based on the pricing option specified in IN Company Parameters (More).
Example: 6% is entered as .06.
JC Jobs
Minimum Projection %
Enter the minimum percent complete needed to calculate a cost projection for this project/job. If the percent complete is below this minimum, the projected costs will be calculated at the higher of estimated or actual costs.
The value in this field is only used if a minimum percent complete is not set up on the phases (JC Job Phases / PM Project Phases).
Projection minimum percentage is set up in several places
-
PM Company Parameters / JC Company Parameters - This value is only used if a projection minimum percentage has not been set up on the project/job or phases.
-
PM Projects / JC Jobs - This value is only used if a projection minimum percentage has not been set up on the phases.
-
PM Project Phases / JC Job Phases - This field defaults based on the projection minimum percentage set up using the JC Phases form.
-
JC Phases - This is the default value of the projection minimum percentage when new phases are added to a project/job.
JC Jobs
PM Cost Projections -
Overview
Phases on This Job Are Locked
Check this box to lock phases for this job so that only those phases/cost types assigned to this job (in JC Job Phases or JC Job Original Job Estimates) can be used when posting committed or actual costs in the Accounting modules. In addition, phase lookups for locked jobs (i.e. F4 at Phase) will use JCJP (Job Phases) rather than the JCPM (Phase Master).
Leave this box unchecked to allow posting to any phase/cost type where the validated portion of the phase is set up in the phase master. Phase lookups will list all phases set up in JC Phases or provide options for both job phases or all phases.
JC Jobs
Compliance Groups: SL
If tracking compliance on subcontracts for this project/job, the compliance group that will be used as the default when entering subcontracts in PM Subcontracts or SL Subcontract Entry.
Enter a compliance group for the job or press F4 to select one from a list. This default can be overridden when the subcontracts are being created.
Compliance groups are created and maintained using HQ Compliance Groups .
Click here for an overview on compliance.
JC Jobs
Compliance Groups: PO
Enter a valid compliance group for this project/job or press F4 to select one from a list. This compliance group will be used as the default when entering purchase orders for this job in PO Purchase Order Entry or PM Purchase Orders. Default may be overridden.
Compliance groups are created and maintained using HQ Compliance Groups .
Click here for an overview on compliance.
JC Jobs
Reviewer Groups: Invoices
Use this field to set up a default reviewer group for invoice lines that reference this job in AP Unapproved Invoice Entry .
For example, if you create a subcontract for this job in the SL module, and then add it to a claim and send it to the AP Unapproved Invoice Entry process (using the SL claims process), the invoice line items will default with this reviewer group.
Press F4 in this field to select an active reviewer group from a list. Reviewer groups are created and maintained using the HQ Reviewer Groups. If you need to manage reviewer groups, press F5 to go to the HQ Reviewer Group form.
JC Jobs
Reviewer Groups: Timesheet
If you are using timesheet entry functionality, enter the timesheet reviewer group for this project. Press F4 for a list of active timesheet reviewer groups.
Members of this group will review and approve timesheets that are entered for this project using PR My Timesheet Approval. If you need to manage reviewer groups, press F5 to go to the HQ Reviewer Group form.
JC Jobs
Security Grp
This field will only display if you have secured the 'bJob' datatype (in VA Data Security Setup) and checked the In Use flag for JCJM (Job Master).
Specify the security group for this job. Users assigned to this security group will be allowed access to information about this job. Initially defaults the security group assigned in VA Data Security Setup.
It is important to note that in addition to the security group specified here, access to information about this project is automatically granted to the Default Security Group you specified in VA Data Security Setup. In addition, access may be granted to additional groups in VA Data Security Access.
If you are also using data level security for contracts and you auto-add the contract for this project, the contract will not be assigned this security group. It will be assigned the default security group defined for ‘bContract’ in VA Data Security Setup.
JC Jobs
Job Phone
Enter the phone number of the project/job.
JC Jobs
Job Fax
Enter the fax number to use for this project.
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Mail Address
Enter the mailing address for this job/project. The address can be up to 60 characters long.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Mail City
Enter the city for this job/project.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Mail State
Use this field to enter the state of the mailing address. If the state is not in the company country (HQ Company Setup form, Default Country field), you need to select a country in the Mail Country field.
Enter a state or press F4 to select a state from a list.
States are created and maintained using the HQ States form.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Mail Zip Code
Enter the zip code for this project/job.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Mail Country
Use this field to enter the country of the address. This field is only necessary if the address is outside of the default country on the company (HQ Company Setup form, Default Country field).
Enter the country code for this job/project or press F4 to select one from a list. The selected country must be associated with the selected Mail State.
Country codes are created and maintained using the HQ Countries form.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Mail: Additional Address
Use this field to enter additional address information for this job. For example, if your place of business receives its mail at a P.O. Box, then you might enter the P.O. Box in the Mail Address field above, and use this field to enter the street address.
The address information entered here is not used by any of the posting programs, but may be used on certain reports.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Ship Address
Enter the shipping address for this project/job. The shipping address can be up to 60 characters long.
This address is used as the shipping address on purchase orders unless overridden.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Ship City
Enter the shipping city for the project/job.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Ship State
Use this field to enter the state of the shipping address. If the state is not in the company country (HQ Company Setup form, Default Country field), you need to select a country in the Ship Country field.
Enter a state or press F4 to select a state from a list.
States are created and maintained using the HQ States form.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Ship Zip
Enter the zip code of the shipping address.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Ship Country
Use this field to enter the country of the shipping address. This field is only necessary if the address is outside of the default country on the company (HQ Company Setup form, Default Country field).
Enter a country code or press F4 to select one from a list. The selected country must be associated with the selected Ship State.
Country codes are created and maintained using the HQ Countries form.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Ship: Additional Address
Use this field to enter additional shipping address information for this job. For example, if your mailing address is a P.O. Box (which often cannot be used as a shipping address), then you would enter the street address in the Ship Address field above, and use this field to enter the P.O. Box.
The address information entered here is not used by any of the posting programs, but may be used on certain reports.
If you have Internet access, you can click the Map button ( ) to view the address using your default map site (). If you did not specify a country, the system uses theDefault Country defined in the HQ Company Setup form.
JC Jobs
Price Template
Enter a price template or press F4 to select one from a list.
Price templates are created and maintained using the MS Price Templates form. The selected template will be used to default prices when entering tickets in the MS module for materials purchased for this job/project.
JC Jobs
Haul Tax Option
Specify the tax option to use for haul charges.
0=Not Taxable. Haul charges are not taxable.
1=Taxable Using Haul Vendor. Haul charges are only taxable when using an outside vendor to haul materials.
2=Always Taxable. Haul charges are always taxable, regardless of whether using company vehicle or outside haul vendor.
JC Jobs
Apply Price Escalators
This field is only applicable if you are using the oil price escalation/de-escalation feature (HQ/MS).
Check this box to apply price escalators (set up in HQ Escalation Index) to this job. When checked, the MS Oil Price Escalation report tracks sales of applicable materials (e.g. asphalt mixes ) to this job in MS Ticket Entry and determines increases/decreases in pricing based on the bid index (this job’s contract start date) and pricing index (monthly escalation/de-escalation). Use the MS Oil Price Escalation report to review the resulting pricing adjustments.
Leave this check box unselected if you are not using the oil price escalation/de-escalation feature or if not applying price escalators to this job.
Click here for more information about the price escalation feature.
JC Jobs
Hours Per Man Day
Enter the number of hours that make up a standard 'man-day' for this job. This field defaults with a 8.00.
This value will be used when using the 'ManDays' production option in JC Cost Projections to determine 'over/under', 'remaining' and 'final' hours.
JC Jobs
Update Plugged Projections Automatically
Check this box to have plugged projections automatically updated with change order amounts at the phase/cost type level. When new change orders are entered using the JC Change Orders form, the changes will update the projections based on the approved month on the change order.
Leave this box unchecked if plugged projections should not be automatically updated with change order amounts at the phase/cost type level.
JC Jobs
Auto-Add Contract Item and Update Contract Item Amount
Check this box to automatically add contract items when adding phases to a job and to update contract item amounts with estimated costs. When checked, the following applies:
Total estimated costs entered for all phases/cost types associated with a contract item will update that contract item's original amount.
If you add a phase to a job and specify a contract item that does not exist, it will be added automatically. Estimated costs entered for all phases/cost types assigned to that contract item will update the contract item's original amount.
If you change the contract item for an existing phase and the contract item does not exist, it will be added. Any estimated costs already set up for the phase's cost types will automatically be updated to the new contract item's original amount.
If you add, delete, or change the cost types for a phase, contract item amount will be updated with changes.
Leave this box unchecked if you do not allow auto-adding contract items when adding phases or changing the contract item for an existing phase, and if you do not want to automatically update original contract item amounts with estimated costs. Original contract item amounts must be updated manually.
JC Jobs
Update Units From Accounts Payable
Check this box to update actual units and unit cost to JCCD (JC Cost Detail) when posting AP invoices and PO receipts (if expensing receipts) to this job.
Leave this box unchecked if you do not want actual units and unit cost updated to JCCD when posting AP invoices and PO receipts to this job. Instead, actual units and unit cost will be set to 0.00 in JCCD. Actuals will be updated when posting progress in JC.
JC Jobs
Update Units From Material Sales
Check this box to update actual units and unit cost to JCCD (JC Cost Detail) when posting transactions in MS (tickets and hauler timesheets) to this job. Defaults as checked.
Leave this box unchecked if you do not want actual units and unit cost updated to JCCD when posting transactions in MS to this job. Instead, actual units and unit cost will be set to 0.00 in JCCD. Actuals will be updated when posting progress in JC.
JC Jobs
Use Default Tax Code for Subcontracts
Check this box if subcontract items should default with the tax code set up on the project/job or vendor (depending on the Base Tax On option selected on the Info tab).
This selection impacts subcontract items that are created in the following forms:
SL Add Item (opened using SL Change Order Entry )
If you leave this box unchecked, no tax code will default on the subcontract items.
JC Jobs
Sync to ProjectSight
The Sync to ProjectSight check box on the JC Jobs form, Add'l Info tab.
Select this check box to sync this job to ProjectSight. When selected, the system sends the job record to the ProjectSight web application, setting it up as a project.
Leave this check box unselected if not syncing this job to ProjectSight.
PR Local Code
Use this field to identify the city, county, or other taxing district in which the job/project is located.
Enter a local code or press F4 to select one from a list. Local codes are created and maintained using the PR Local Codes form.
If the Use Job or Office Local for Local Tax box is checked (PR Company Parameters> State/Local tab), this code will be used as a default when posting timecards (PR Timecard Entry ) that reference this job/project.
JC Jobs
Geographic Code
Enter the geographic code for the job/project. The geographical code can be up to 10 characters long.
This code is currently only used by the state of New York for form NYS-45-CC (PR NY Quarterly Supplemental Return report).
JC Jobs
Certified Payroll
For use with the Payroll module only.
Check this box if this job is certified and should be included on Certified Payroll reports. If checked and the ‘Certified Jobs Only?’ option for the selected Certified Payroll report is set to Y, this job will be included when printing the report. However, detail included on the report is based on how the ‘Include on Certified Reports’ option is set in PR Employees.
Leave this box unchecked if this job is not certified. Certified Payroll reports will only include this job if the ‘Certified Jobs Only?’ option for the selected Certified Payroll report is set to N (unchecked).
JC Jobs
Start Date for Certifieds
If you are including this job on certified payroll reports, enter the start date for certified payrolls (should be the date labor actually started on this job). This date will be used to calculate the week number on the certified payroll reports (e.g. PR Certified Payroll Transcript, PR Certified Report with Liabilities, etc.). This should represent the first week ending date for the job/project.
Date field shortcuts
T ort |
Set the date to the current date. |
MMDD Four digit month and day |
Enter a four digit month and date (MMDD) and the system will automatically add the current year. |
+ |
The system will automatically set the date to tomorrow. |
+5 |
The system will automatically set the date to 5 days in the future. You can actually enter any value after the +, for example you can enter +7 to set the date to next week. |
- |
The system will automatically set the date to the previous day. |
-5 |
The system will automatically set the date to 5 days in the past. Just like with +, you can enter any value after the -, for example you can enter -7 to set the date to the previous week. |
JC Jobs
Construction Type
Construction Type drop down in the JC Jobs form, PR Info tab.
Used by the Payroll module for certified reporting purposes. Only required if sub-jobs for this project represent different types of construction (that is, distinct wage determinations).
Select the type for each job. The PR Certified Export - eMars report (U.S. only, ReportID 1315) will then break out your payroll data by construction type as needed, displaying the appropriate value for each employee wage-and-hour record in the Construction Type column. This meets the requirement for projects governed by multiple wage determinations (wage schedules).
Valid types are:
B-Building
D-Dredging
H-Heavy
R-Residential
W-Highway
EEO Region
Used by the Payroll module for EEO reporting purposes.
Enter a code, up to 8 characters, that identifies the region (such as county) for this job. This field is not validated, but allows you to print the EEO reports by region.
JC Jobs
SMSA Code
Use this field to identify the SMSA area in which this job is being performed.
Enter a SMSA code or press F4 to select one from a list.
SMSA codes are created and maintained using the HQ SMSA Codes form.
JC Jobs
Craft Template
Use this field to select the set of craft/class pay rates to use as defaults when posting timecards to the project/job.
Enter a PR template code or press F4 to select one from a list.
Templates are created and maintained using the PR Templates form, and crafts templates are added to the template using the Craft Templates tab. Click here for an overview on crafts, classes, and templates.
JC Jobs
PR Overtime Schedule
Use this field to select the overtime schedule that will be used to calculate PR overtime when timecards are posted to this job/project.
Enter the overtime schedule or press F4 to select a schedule from a list.
Overtime schedules are created and maintained using the PR Overtime Schedule form.
JC Jobs
Fixed Rate Template
Use this field to select the fixed rate template that will be used when charging labor and burden to the job/project.
Enter the fixed rate template or press F4 to select one from a list.
Fixed rate templates are created and maintained using the JC Fixed Rate Template form.
The rates set up on this template will override the rates defined at the employee level in PR Employees. If no template is assigned here, rates assigned to employees will be used. If the employee’s fixed rate is 0.00, wages will be based on actual pay rates and burden will be based on the liability template assigned to the job.
JC Jobs
PR Leave Level
PR Leave Level field in the JC Jobs form, PR Info tab.
- the rate set for the employee in the PR Employee Leave form, or if there is not one there, the PR Leave Codes form
- the rate associated with the leave level code (as set in the PR Leave Codes form, Leave Level Overrides tab)
Use Weighted Average Overtime Rates
The Use Weighted Average Overtime Rates check box on the JC Jobs form, PR Info tab.
Select this check box to use weighted-average overtime rates when applying auto overtime to timecards posted to this job. Because this option is used in conjunction with the Use Weighted Average Overtime Rates option in PR Craft Classes, you must also check this option for each craft/class to which this job applies.
Once you select this check box, the Average By field is enabled, and you must select the weighted-average overtime calculation method (Week or Day). When the system applies auto overtime to timecards posted to jobs, crafts, and classes for which both Use Weighted Average Overtime Rates options are selected, the system uses a weighted-average overtime rate adjustment based on the Average By calculation method you selected. If both options are not selected, regular overtime rates are used.
Do not select this check box if you are using regular overtime rates.
For more information about weighted-average overtime rates, see Weighted Average Overtime Rates.
Average By
The Average By field on the JC Jobs form, PR Info tab.
Week (Default) - Calculate weighted-average overtime based on the employee's weighted-average regular rate for the weekly or bi-weekly pay period.
Day - Calculate weighted-average overtime based on the employee's weighted-average regular rate for the day.
Sequence
Enter the sequence number (0-255) for this reviewer. If left blank, defaults as sequence '1'.
For unapproved invoices only, if you are using a hierarchical method of invoice approval, this sequence number should represent the order in which this reviewer is to review and approve invoices associated with this job.
For example, if this reviewer must approve an invoice/invoice line before anyone else, enter the Seq as '1'. Reviewers with sequences greater than '1' (i.e. 2, 3, etc.) will be unable to review and approve an invoice/invoice line until this reviewer has marked it as approved. If not using a hierarchical method, all reviewers can be assigned Seq '1'.
JC Jobs
Reviewer
Specify the reviewer (as defined in HQ Reviewers) authorized to review unapproved invoices and/or requisitions (as designated by the 'reviewer type' specified to the right) associated with this job. Reviewer's name displays to the right of this field.
Press F4 for a list of active Reviewers from which to choose.
Press F5 in the Reviewer field to access HQ Reviewers.
JC Jobs
Reviewer Type
Specify the reviewer type.
Invoice – Select this option if this reviewer is authorized to review and approve (or reject) unapproved invoices associated with this job. Reviewer will be assigned automatically to all 'job' lines on unapproved invoices that reference this job (in AP Unapproved Invoice Entry).
Purchase – Select this option if this reviewer is authorized to review and approve (or reject) purchase requisitions associated with this job. Reviewer will be assigned automatically to all 'job' lines on requisitions that reference this job (in PO Requisition Entry).
Both – Select this option if this reviewer is authorized to review and approve (or reject) unapproved invoices and purchase requisitions. Reviewer will automatically be assigned to any 'job' lines on unapproved invoices (AP Unapproved Invoice Entry) or requisitions (PO Requisition Entry) that reference this job.
JC Jobs
Optional Reviewer
The Optional Reviewer check box on the JC Jobs form, Reviewers tab.
Select this check box to designate this reviewer as optional for all invoice lines to which this reviewer is assigned. This allows for one of multiple optional reviewers to approve invoice lines with a given approval sequence. Changing this setting here does not affect existing invoices; changes only affect invoices created after the change.
As long as more than one optional reviewer is assigned to each invoice line’s approval sequence, only one reviewer must review and approve in order for the approval process to advance. However, if the only reviewer on an invoice line’s approval sequence is an Optional Reviewer, their approval becomes required in order for the approval process to advance.
Setting ALL reviewers on a sequence as optional does not eliminate the approval requirement for that sequence. If an invoice line’s approval sequence contains multiple reviewers, the following rules apply to allow the approval process to advance.
- if ALL reviewers on a sequence are set as optional, at least one must approve
- if ALL reviewers on a sequence are set as non-optional (Optional Reviewer check box is not selected), all must approve
- if some reviewers on a sequence are set as non-optional and some as optional, all non-optional must approve
Memo
Use this field to enter miscellaneous notes or information about this reviewer, up to 255 characters.
JC Jobs
Job Role
Use this field to select a role. Press F4 to select one from a list. Click here for more information about how roles work in the Process Workflow feature.
Roles are created and maintained using the HQ Roles form. You can launch this form by pressing F5 in this field.
JC Jobs
Process Workflow - Overview
User Name
Use this field to select a user account. You can only select a user that is associated with the role selected in the Role field.
Roles are created and maintained using the HQ Roles form, and users are associated with roles using either of the following forms:
Users tab on the HQ Roles form - You can access this form by pressing F5 in the Job Role field.
Roles tab on the VA User Profile form - You can access this form by pressing F5 in the User Name field.
JC Jobs
Process Workflow - Overview
VA User Profile
Lead
Check this box if the user is the lead at the selected role.
Currently the selection in this box has no affect on how which workflow is applied. This box is informational only.
JC Jobs
Process Workflow - Overview
Active
Check this box if the selected role and user should be used when the system is calculating the workflow to apply to a PO.
The system will only use this user/role if this box is checked.
JC Jobs
Process Workflow - Overview
Notes
Use this field to enter notes on the role/user.
Spelling Check
Click the Spelling icon on the toolbar or select to spell check the text in this field.
Add a Standard Note
Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.
To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.
JC Jobs
Process Workflow - Overview
