BJC Activity

Video training manual 2020 - Click Here Video training manual 2016 - Click Here Job Costing > A...

Quote Add and Edit  Quote Detail Tab Please select the customer and date of the quote. Sales...

Job Quote approval Once the quote is created, one can approve the quote to different statuses. ...

   Preparation This is when a quote has being created - Job Costing > Activity > Job New Quote ...

Video training manual 2020 - Click Here Job Costing > Activity > Quote Search and then click on...

Promoting a quote to job, invoice or sales order will prompt you inform accounts department. If ...

This flag will help when we need to run reports for quote value and need to exclude these values ...

When promoting a quote to a job, there are a few considerations as to whether this quote will be ...

Bookin Integration with asset tracker allows you to book assets within job costing. Job Costing ...

Video training manual 2020 - Click Here Job Costing > Activity > Manage Job Before we start to ...

This manual explains some changes made to the system to check when a Job has been reopened. When...

The Job Bill of Material (BOM)  This  process allows one to produce a BOM resultant item using a...

IMPORTANT NOTICE The Job Costing CTC on Purchase Order flag has changed to the following rules: ...

The Job percentage complete is worked out based on the total budget quantity to total actual quan...

Job Search Job Costing Module > Activity > Manage Job In the past, we never used to show value...

Info   Workflow Ready for Invoice Other View Doc Prin...

UnManage All will minus any managed lines less invoiced quantity. If a line was invoice, this li...

The Notes for Manage Job has been upgraded to the new text format

Manage job lines is where you move actual dones onto the job. You are telling the job that what ...

Job Costing > Activity > Manage Job > Manage Job  This is the main area where you manage job lin...

Job line import is found in Managed Job in Job costing     Click the select File Button to ope...

There maybe instances where the wrong warehouse was selected and you need to change this. The wa...

Allow for editing of the cost price of the managed line Allow for the reassignment of the job li...

One can automatically manage quote lines by ticking the manage job on quote  On the header of th...

Stock recovered costs are created from stock items that cannot be un managed from the job. The s...

Job Costing > Activity > Manage Job   

Report Request List  Overview shows the intergration between various sub modules within Webaccou...

Create a Sub Quote from the existing job with the closing balances of cost and selling completed ...

The job costing process runs as follows:  Create a Quote Manage the Job Invoice the Job  Quot...

In Job costing when one does a job costing quote, and then one moves it to a Job, always complete...

 There are two ways to do this job costing. First way: This is where on quoting you would use a...

Job costing is divided into four main sections: 1. Quotes 2. Manage Job 3. Delivery Notes 4. ...

 A Scope Creep quote can be created from a Job. This will increment the number of the quote on t...

Job Costing > Activity > Manage Job Due date colours is based on Completion date to current date  

 Jobs come in various statuses Status Details NotStarted Job is unmanaged and not s...

Job Costing > Activity > Manage Job Due date colours is based on Completion date - current date ...

Job Costing > Activity > Manage Job   Icon   Details  Not St...

Job Line Status Word Job Costing > Activity > Manage Job  Line status comes in three types  No...

There is lots of information on the grid about the jobs.  

On one of the columns, there is a field that is called WIP O/S This means Work In Progress Outst...

The Progress tab gives summary totals based on the scheduling task values   Total Sel...

There are two ways to indicate that the job is ready for invoice.  1. Indicate that the job is r...

To clear Job lines flag, clear on the Job lines to be cleared Use the button to clear all lines ...

Summary invoice values are values that are not displayed on the invoice but show the total value ...

There are various functions and actions in the Manage job which allow one to maintain the job   ...

Manage job functions allow one to manage lines on a job      Manage All Manage all lines on a...

One can delete a Managed Job line Log on the following conditions:  Cannot delete a line that is...

Video training manual 2020 - Click Here  Manage job explained      This form allows the user ...

Basic Tab     Basic Tab Job number - this will show you the job number of the job Customer n...

Video training manual 2020 - Click Here Video training manual 2016 - Click Here  Go to Activity...

Job Expenses are linked with General Ledger cashbooks  In the General ledger cashbook line   ...

Job Expenses are linked with Supplier Journal  In order for this to work, setup the tick boxes o...

This section allows one to create a sub Job link from the main job. The job number will remain t...

One can change the customer on the job as long as NO invoices are process or created against the ...

Print an estimate with costs or not Allow for export of costs to Excel  

 Video training manual 2022 - Click Here  Job scheduling allows for the managing of job activity...

Allow for all tasks to be updated via an import  Template can be found in SCM> Imports > Templat...

Managing a task activity allows one to do the following 1.Change the activity description  2.As...

View the gantt chart from the job schedule window. The date from will always be from today looki...

Team scheduling allows for planning task activities on teams Colours can be assigned to task act...

 Video training manual 2021 - Click Here  Resource is linked to a task activity. It is similar ...

Video training manual 2021 - Click Here  Resources or staff members are allocated to a Task acti...

 The audit log , logs any changes made to any of the task activities and records the following in...

 Use job lines to create task schedule lines  This is a different path to creating task schedule...

 Link your task to the inventory item  

 In the Manage job Scheduling, create job line tasks to add tasks from inventory lines linked to ...

This is an area where staff are able to access their job line tasks to complete It will search a...

This will filter lines by that user and include any lines that are marked as All which is not ass...

Any time log can be changed if it is open including the customer and job number, if it has not go...

 Job Badger Is an external time tracking system used for manufacturing wait staff will record the...

Verify Button – This button checks for any errors in the file and highlights it in red. Save Cha...

Job costing Module> Activity > Job Capture   This form is used to capture jobs and allows the u...

Click the select File Button to open the “open file dialog” which will allow you to navigate to y...

This shows the GRV’s that have been allocated to certain jobs and the jobs have been selected whe...

 Add to Picking Slip  This Picking slip form allows the user to add items onto Job Add Button...

Video training manual 2016 - Click Here  Go to Job Costing Module > Activity > Manage Job Once ...

This is where one can add stock onto a picking slip on a job from items already added on from a q...

Processing the posted GRVs stock items to Jobs. Go to Job Costing Module > Activity > GRV to Job...

This shows a list of jobs and allows the user to search by selecting from the fields below Bas...

Job costing invoicing allows individuals to invoice multiple times to one job. On the last invoi...

The Final Invoice can be finalised at the delivery note or Job Invoice stage when you add a tick ...

 Final Steps 1.Invoice All Quantities 2.Invoice all quantity & display 3.Verify Rows 4.Save...

FINAL INVOICE TICK The final invoice tick can be ticked at the delivery note or job invoice stag...

When the prompt for posting screen comes up and you want to change the ledger account that it pos...

Go to Job Costing Module > Activity> Quotation Click Add to create a new Quote Select the custo...

Basic Tab allows the user to search by Job Number, by selecting the Sales Rep from the drop do...

Progress payments is a scheduled payment option to handle payments for jobs which can include a r...

Job Costing Module > Activity > Job Delivery Note Search Clicking Search will bring up ...

Managing the Job Delivery Note  

Changing of GL Links for Ledger account entries – (This is a once off setting) Go to System Conf...

We need to create an option that if a job that is been closed is part of a job linked. That an o...

When closing a job and doing a stock write off a new GL link needs to take place   Use GL accou...