This program is critical component of the Job Cost system. It contains information that JC system references while it performs various functions.
ÜInfor™ strongly recommends that Administrators or Implementation Consultants password-protect this program. Changes should be made only with extreme caution and under the supervision of a local FACTS Affiliate.
For more information how to use maintenances, refer to the following topics:
How to use file maintenance programs
1. Cost Code Overhead
Enter the cost code for overhead. The code must be set up in the Cost Code F/M program. The system uses this cost code to post a percentage (from the cost type file) of the cost for overhead to General Ledger.
Note to ICs: During initial set up, you must define this field before you have the opportunity to create cost codes. Press Enter (CR) to enter four spaces. This indicates that the code is not used. Set the rest of the controls in this program and then create cost codes. If the distributor wants to post overhead, return to this program and set the appropriate code.
2. Cost Code Burden
Enter the cost code for burden. The code must be set up in the Cost Code F/M program. The system uses this cost code to post a percentage (from the cost type file) of the cost for overhead to General Ledger.
Note to ICs: During initial set up, you must define this field before you have the opportunity to create cost codes. Press Enter (CR) to enter four spaces. This indicates that the code is not used. Set the rest of the controls in this program and then create cost codes. If the distributor wants to post overhead, return to this program and set the appropriate code.
3. Default Estimate Cost
Enter the cost type to use as the default Job Cost Entry programs. Options are:
M use the manual cost from item file.
A use the average cost calculated by the system and stored in the inventory cost/price file.
L use the last cost on file for the selected item in the inventory cost/price file.
Enter (CR) initially defaults to the default cost set up in the inventory static control record.
4. Default Billing Type
Choose the default billing type you want the system to use for fields in the Job Cost Entry program is F-fixed amount, C-cost plus, T-time and materials or N-no charge. Enter (CR) initially defaults to F.
5. Charge Tax
Enter N or Y to indicate whether to charge tax on invoice amounts during billing. Billing takes place in the Automatic Job Selection program.
As the program finds a transaction that has not been billed, it builds an invoice for it. If this control is set to N, then the system does not charge tax while it is creating the invoice.
Otherwise the system calculates tax from the tax code and the taxable status of the cost type. Also, if N is entered, cost types are all non-taxable. Enter (CR) initially defaults to N.
6. Charge Freight
Enter N or Y to indicate whether to charge freight on invoices during billing. Billing takes place in the Automatic Job Selection program. As the program finds a transaction that has not been billed, it builds an invoice for it. During the creation of the invoice, if N is entered here freight is not charged. Also, if N is entered Freight is not used in Individual Job Review. Enter (CR) initially defaults to N.
7. Post To Sales Analysis
Enter N or Y to indicate whether to post the invoice information to sales analysis. If Y is entered, the Invoice Register update posts the invoice number, job number, invoice and sales register date, invoice amounts, customer number and ship-to, salesperson/territory and commission percentage, as well as the branch (if used) into the job cost holding file. (The sales analysis program Post Invoices to SA, performs the actual transfer of information from the holding file to sales analysis). Enter (CR) defaults to N.
*8. Units Mask
Enter the units mask for the job cost posting program. This mask is used to enter units from other modules as well as Job Cost into the system to post the costs to a job. Choices are -#######0, -######.0, -#####.00, and -####.000.
The pound sign (#) signifies that a number only appears in that position if it is not zero: zero appears as a blank. A zero (0) means that a number always prints in that spot, including zero. A minus sign (-) indicates that if the number is negative, print a minus sign (since the minus sign leads the mask, it prints ahead of the number). Enter (CR) initially defaults to the whole number mask -#######0.
Do not change this field after initial setup. Changes to the unit mask after live processing begins will seriously compromise your data.
9. Estimate Form Depth
Enter the depth (number of lines) of the estimate form at 6 lines per inch (29-99); usually 41 (7-inch form and prints 12 lines per form), 51 (8 1/2-inch form and prints 21 lines per form) or 66 (11-inch form and prints 36 lines per form). Enter (CR) initially defaults to 42. If printing both descriptions, the number of line-items above is cut in half.
10. Preprinted Form
Enter N or Y to indicate whether to use a preprinted estimate form. Enter (CR) initially defaults to N.
11. Cost Tear-Off
Enter N or Y to indicate whether the estimate print format has a cost tear-off. Enter (CR) initially defaults to N.
12. Invoice Form Depth
Enter the depth (number of lines) of the invoice form at 6 lines per inch (29-99); usually 42 (7-inch form and prints 14 lines per form), 51 (8 1/2-inch form and prints 23 lines per form) or 66 (11-inch form and prints 39 lines per form). Enter (CR) initially defaults to 42. If printing both descriptions, the number of line-items above is cut in half.
13. Preprinted Form
Enter N or Y to indicate whether to use a preprinted invoice form. Enter (CR) initially defaults to N.
Address
Enter C to print your company name, address and phone number, W to print your company name, warehouse description and address and N if you do not want to print any address information on the preprinted invoice form. Enter (CR) initially defaults to N.
14. Cost Tear-Off
Enter N or Y to indicate whether the estimate print format has a cost tear-off. Enter (CR) initially defaults to N.
15. Standard Memo
Enter the standard to print on each invoice (up to 50 characters). This memo prints on each invoice. F2 defaults to NONE.