Job Costing Master Files

In this lesson you will learn about using the Accredo system.
After completing this lesson, you will be able to:
•              Create a job.
•              Duplicate a job.
•              Edit a job..

Job Costing

Module Relationship & Transaction Flows

Transaction Flow

Create a job

Maintain\Job Costing\Jobs

insert a new job

fill out the basic information under the Job, Description, Information and Address tabs.

  • Job Code must be unique.

  • Job code and Currency are not editable. Currency code is based on the customer for the job.

  • Duplicate a job

  • Edit current job information

  • Please contact us if you want to import or edit a list of Jobs into Accredo.

Job Tab

  • Enter a Job Code

  • Enter a Job Name

  • Select a Customer code for the customer list

  • In the Job Type field you are given three options. Normal, Standard and Quote. You would predominately use Normal which is for a general job. Standard is used when you have a job template which you have created and want to work from.

  • The Job Group Code will be as defined

  • The Order number will come from the Customer

  • Salesperson will be as defined

  • The Price Code and Discount code data will be as defined from by the Customer setup

  • Date Entered will automatically default to the system date

  • Date required will be entered by you

  • Date Completed should be left blank until the job is completed and then should be entered.

  • Job Status will default to Active

  • Category 1 and 2 will be as defined

  • Non WIP will generally be used for internal jobs or if there is no Work In Progress

  • If this is a sub job enter the related job code

You should have now filled in all of the necessary fields in the Job Tab and are ready to click the Description Tab at the top of the page.

Description Tab

The Job Description area is where useful notes about the work done or to be done can be written. This will be able to be printed on the Job sheet or Invoice.

Information Tab

The Information tab is used for internal use. Use the Information tab for details you don't want shown on Quotes and Invoices.

Address Tab

The Address Tab will default to the Default Delivery Address for the Customer but can be updated with a new delivery address for the job.

  • Custom 1 & 2: 60 character custom fields available. Labels can be replaced in JC Settings.

  • Product Code: You can select a Product code for the job. This can be used for manufacturing a specific product.

  • Quantity: A numeric field, you can enter the number of items that make up the job.

  • Drawing No.: An alphanumeric field, you can enter the reference for related drawings, plans or other documents.

Estimate tab

The Estimate tab is where products to be used for the job are loaded. This will be useful for when the job sheet is printed so that staff know what products are being used for the job and the budget to work from. This will also be useful when reporting actuals versus the estimate.

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