Use this program to enter job information into the Job Cost system.
The Job Entry screen consists of two sections:
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Header |
Use this section to specify information such as customer number, ship-to, warehouse. |
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Detail |
Use this section to specify: contract information billing estimated start and finish dates, as well as revised finish date (access with F1) actual start date, percent complete, etc.
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You can revise the detail portion information at any time, and you can delete a job as long as there are no transactions on it. Deleted job numbers can be reused.
Use the Job Listing program to generate a complete list of jobs on file.
Jobs may have costs posted against them until they are completed. Use the Job Posting Register to post costs to jobs. The detail section of the program displays the total posted cost and billing-to-date.
Calculating Commissions
Use Company Control F/M to setup the proper prioritization of the contract price’s commission % and to set the commission flag for use highest/lowest/priority commission.
As a line is being entered/edited in the Sales Order module, the default commission % values for customer, salesperson, item, and price are saved and used in commission calculation processing.
Even though price data is not necessary for the Job Entry (JCE210) program, the system reads the salesperson’s commission % and recalculates the job’s commission % each time the header is modified.
Throughout FACTS, commission percentage processing is as follows when the price selected has a commission % assigned:
There are five commission percent sources: customer, salesperson, item, price and current line commission. The system maintains a user override flag and a price type to designate if the user overrode the line’s commission during order entry.
When calculating commissions, the system first checks the value of the Commission Flag. If the Commission Flag is set to H- always choose the Highest commission in the hierarchy, the system returns the highest commission %, excluding the line’s commission %, after replacing the item’s commission with the price’s commission if necessary. If the Commission flag is set to "L- always choose the Lowest commission in the hierarchy", it returns the lowest, non-blank, commission %, excluding the line’s commission %, after replacing the item’s commission with the price’s commission if necessary.
If the value of the Commission Flag is set to X-calculate (always choose the commission that the hierarchy determines), the system checks the Commission Basis for the first priority to determine which commission percentage to use. As the system navigates the priority string, it returns the first entry that has a commission other than "No Priority" (or blank) as the correct commission %.
For example: If the commission hierarchy is set to SCIP the system would calculate the commission using the percentage assigned to the salesman who sold the merchandise. If no priority is assigned to the salesman, the second priority is checked. The system would then calculate the commission using the percentage assigned to the customer the merchandise was sold to. If no priority is assigned to the customer, the third priority is checked. The system would then calculate the commission using the percentage assigned to the item that was sold.
If the price type is not a contract price, the position of the Price’s Commission % in the hierarchy will be ignored, and if a Price Commission is present, it will replace the Item’s Commission % (regardless of whether the Item’s Commission was "No Priority").
If the user override flag is set for the line-item during order entry processing, the system returns the Line’s Commission as the correct commission %.
Click Field Descriptions for information on each field.