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Job Tasks

This Help File Page was last Modified on 12/03/2016

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Job Tasks

This Help File Page was last Modified on 12/03/2016

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Job Tasks

This Help File Page was last Modified on 12/03/2016

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This Job Tasks Tab is used to define the specific segments - installation & components - of a Job, then create Work Orders to request that those Job Tasks be completed, and finally to enter Invoices to send to the Subscriber for that work (the Job Tasks) identified here (and in the Work Order).  

 

HelpFilesJobCostingJobTaskTab

Job Costing Form - Job Task tab

 

There are five basic steps for using the Job Tasks Tab's features, listed in the order they would normally be executed:

1.Locate the Job and then Select the Job Task Tab.

2.Add the Job Task.

3.Create a Work Order for the Job Task, as appropriate.

4.Generate an Invoice for that Work Order when the Job Task has been Completed:

This may be accomplished by using the Work Order Form's Complete and Invoice options, or on this Job Costing Form's Job Tasks Tab using the Generate Invoices option button.

5.Identify the Job Task as Completed by entering that completion date in the Completed field.

 

Locate the Job:

To view the Job Task Tab, open the Job Costing Form

a)From the Backstage Menu System Select Maintenance, then in the General sub-menu Choose Job Costing, or

b)From the Quick Access Menu, Select Maintenance and Choose Job Costing.

A Job Costing Form will be displayed.

 

HelpFilesJobCostingSearchIcon

 

Locate the Job that needs a Job Task added by Clicking the Search icon at the top of the Job Costing Form which will open the Search Jobs dialog.

 

HelpFilesSearchJobsDialog

Search Jobs dialog on the Job Costing Form

 

Search By - Use the Drop-Down Selection List to Choose the field name on which your search will be performed.

 

HelpFilesSearchJobsSearchBySelections

Select Search by field

 

Search Value - Enter the characters that will best locate the desired Job.  As you enter information, the record pointer4will be continually relocated based on your entry.

OK - Click OK when the correct Job is located.

Select the Job Tasks Tab

 

Understanding the capabilities of the Job Task Tab

 

HelpFilesJobCostingJobTaskTab

Job Task tab on the Job Costing Form

 

Managing Job Tasks - The functions provided by the Job Task Tab are:

Add a new Job Task and/or

Review existing Job Tasks and/or

Create Work Orders to get all of the needed Job Tasks identified and/or

Generate Invoices for those Job Tasks that need to be billed.

Enter the Completed Date

 

Add a New Job Task - Enter the information in the fields listed below:

Click the Insert HelpFilesNavigatorMenu-StandardInsertIcon to start the entry of a New Job Task.

 

HelpFilesJobCostingJobTaskTabAddingJobTask

 

Service - Use the Drop-Down Selection List to Choose a Service Type that best describes this Job Task.  

If the Service Type you need does not exist, but would be generally useful in the future:

Close the Job Costing Form

Open the Service Types Form:

a)From the Backstage Menu System Select Maintenance and Choose General Maintenance then Select the Service sub-menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance then Select the Service sub-menu

From within the Service sub-menu, Choose the Service Types option

Define the desired Service Type that's needed following the instructions in the Service Type chapter.

 

Re-open the Job Costing Form, Locate the required Job and Select the Job Task Tab

Click Insert HelpFilesNavigatorMenu-StandardInsertto re-start the entry.

That Service Type will now be available in the Drop-Down Selection List.

 

Description - The default Description originally entered for the selected Service Type will be inserted.  

Edit the default Description as needed.  

Up to 70 characters may be entered.

However, a Description of that 70 character length will be truncated on some reports.

 

Contracted - Check this box, when your Company and the Subscriber have actually been Contractually obligated to perform this Job Task.  

It is assumed that a Contract has been executed.

If this is not the case, be sure these is no Check in this box

 

Amount - Enter the Amount, representing this phase of the installation, that should be Invoiced for this Job Task.

 

Invoiced - This Amount is maintained by the system and shows which portion of the Amount entered (see above) has actually been Invoiced to the Subscriber.

The actual Invoiced Amount field is updated, anytime this Job Task is Invoiced through the Work Orders Form, and/or by using the Generate Invoices button on this Job Task tab.

 

Balance - This Amount is maintained by the system and shows that portion of the Amount (see above) that has not yet been Billed to the Subscriber (or, if the Amount shown is in parentheses, is what was Over Billed to the Subscriber in comparison to the agreed upon (i.e., contracted) Amount.

The Balance field is updated, whether the Job Task is Invoiced through the Work Orders Form, or by using the Generate Invoices button on this Form.

 

Start Date - Use the Drop-Down Calendar/Date Selection Box to enter the Date this Job Task should be (was) Started.

 

Completed - Do not enter a date here, yet (see the "Completing a Job" section in the Generate Invoices chapter).

 

Click the HelpFilesNavigationMenuSaveIcon

 

HelpFilesJobCostingJobTaskTabAdding-JobTaskEntered

 

Create a Work Order for that Job Task - See Work Orders for Job Tasks  

 

HelpFilesJobCostingJobTasksWorkOrdersOptions

 

Work Order - Click Down-Arrow on the Work Orders option at the top of the Job Tasks Tab, and Select New Work Order.

 

Generate an Invoice for that Work Order - This feature is used to progressively Invoice the Subscriber for the identified Job Tasks

As an example, if the Pre-Wire portion of an installation being managed in Job Costing has been completed, the logical next step is to Invoice the Subscriber for that portion of the Job.

1.See Work Orders for Job Tasks for information on how to Invoice a Job Task directly within the Work Orders Form when that Work Order is Completed.

2.See Generate Invoices for instructions on how to create an Invoice for some, or all, of the Job Tasks that have been entered for this Job.