SedonaSetup - JM - Job Types

The Job Type is probably the most important and most complex setup table in the Job Management module.  A Job Type typically defines the type of system that is being installed at your customer site.  The Job Type is a required field for each Job ...

The Job Type Accounts form allows you to create a list of G/L accounts that may only be used for expense type purchase orders and A/P bills for the Job Type.  Setting up a list of G/L account numbers for a Job Type would allow a user creating an ex...

The Job Approvals form will only be displayed if your company has activated Job Approval Processing on the Job Management Setup Processing form.  You may create a list of as many approvals as needed for this Job Type.  Each approval has the option...

The Job Type Commission Types form allows you to select which commission types may only be used for the Job Type.  Check the box to the left of each commission type that may be used for the Job Type. ...

The Job Type Costing form allows you to assign G/L accounts to a particular Job Type for processing labor, overhead and commission transactions.  If you choose not to assign these accounts at the Job Type level, then the application will use the G/...

There are several fields contained on the Job Type Detail form, each of which is defined below. Category – Select the category from the drop-down list that will be used as a default when posting income and expense transactions for this Job Type. ...

The Job Type Items form allows you to create a list of Invoice Items that will be the only available selections for the Job Type.  This would include all non-recurring and recurring types of invoice item codes.  You also have the option of setting ...

Each Job Type must be assigned at least one Job Task.  Job Tasks are typically the major milestones that need to be completed to install a system.  You may create a list of as many job tasks as needed for the Job Type. Each Job Task must be assigne...

This setup form will only be displayed if the Allow Override Task List option was selected on the Job Type Detail form.  This task created list will be an alternate list of tasks to be used when creating a job with this Job Type.  Follow the setup...

Job Phases, is primarily designed to provide a tool for Job resource planning; Labor and Materials.  Job Phases also control when you are able create an invoice for a Job. One Phase Code is pre-populated on each Job Type Phase setup form; you may r...