1. Click Job Cost>Estimate>Job Entry (JCE210) and complete the job header information. Refer to the Entering job header information procedure for step-by-step instructions.
2. The contract section displays the information entered from the job agreement (or sales contract): the original contract number, the date of the contract, the agreed upon amount for the job (if any), the revised date and revised total amount (if applicable), and the units and unit of measure. If the job was converted from an estimate, the contract amount, units and units of measure are taken from the estimate file. If an estimate was not created in the Job Cost system, manually specify this information:
|
Contract Number |
Contract Date |
Contract Amount |
Revised Contract Date |
Revised Contract Amount |
3.Specify the number of units (+9999999999) involved in completing the job. For example, 1 pool, 50000 boxes, 60 acres, etc.
4. Specify the unit of measure. This field is skipped if no units were entered.
5. In the Billing Type field, specify the contract billing type for this estimate. Press Enter to initially default to the default billing type flag set in the Job Cost Static Control F/M. If a job was converted from an estimate, the estimate’s billing type and frequency are displayed.
6. In the Markup % field, specify the percentage to mark up costs when calculating the bill rate (0-99.99). If this job was created from an estimate that had a billing type of cost plus, press Enter (CR) to default to the markup percentage on the estimate. This field is only available if you entered C in the Billing Type field.
7. In the Frequency field, specify: M-bill the customer on a monthly basis for the job, C-bill the customer once upon completion of the job, or D-bill the customer on demand (whenever invoices exist for the job).
8. In the Detail field, specify: T-print the cost type and cost type total in the detail portion of the invoice or C-print the totals for each cost code under this cost type on the detail portion of the invoice.
9. Specify the start date.
10. In the % Complete field, specify the percentage of completion for the job.
11. (Optional) In the Date % Complete the system automatically displays the information you enter through the Job Completion Entry program. However, you can specify a different date if necessary.
12. Press F1 at the main screen to access the Estimate Section
13. Specify the date worked was estimated to start on the job.
14. Specify the finish date work was estimated to be complete on the job.
15. (Optional) In the Revised finish date field, specify the most current completion date that as revised.
16. The estimated Cost amount and estimated Billing amount fields are repeated as many times as there are cost types. Specify estimated cost and billing amounts for each cost type. After each entry, the program updates the estimated cost and billing amount running totals. For each cost type complete this information:
17. (Optional) This concludes an entry of a job in the Job Entry program. Following the entry of the last detail field, you can perform a number of functions.
D - Deletes the job
F1 - Changes detail screen to estimate screen or main screen
F2 - Changes header information
F3 - Changes detail information
18. Press F4 to exit.