BJC Activity
Job Costing Overview
Job Costing Quotes
Creating a New Quote
Video training manual 2020 - Click Here Video training manual 2016 - Click Here Job Costing Mod...
Promoting Quote to a Job
Promoting Quote to a Job Once a quote is accepted, it can be approved and converted into a j...
Manage Quantity on Job
Manage Quantity on Job You can automatically manage quote lines by enabling the Manage Qty on Jo...
Quote Tabs Explained
Job Costing Module >Activity > Quotation Open or Create a Quote Navigate to the Quotes ...
Quote Statuses
Job Costing > Activity > Job New Quote Search Preparation This is the stage where a quote ...
Quote - Exclude from Reports
This flag will assist when running reports on quote values, allowing us to exclude certain quotes...
Job Costing Quote Detail Report
Job Costing > Reports> Job Quote Detail Report Double click to open report Statuses ...
Manage Job
Managing a Job
Job Management Job Costing > Activity > Manage Job Type in your Job number Click Search ...
Job Search Screen Explained
Job Search Screen Searching for Jobs - Job Costing > Activity > Manage Job This screen is used ...
Manage Job Line Edit and reassign
Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. T...
Unmanage All Job Lines
The “Unmanage All” function will reverse any managed quantities on job lines, reducing them back ...
Manage Job Functions Tab Explained - Detailed
Functions Tab Manage All The Manage All button is used to manage all lines on...
Job Costing Screens Defined
Manage Job - Buttons Explained Info This screen is used to add and manage internal no...
Job Bill of Materials Process (BOM)
The Job Bill of Material (BOM) This process enables you to produce a BOM resultant item using a ...
File Upload & Import Process
Click the Select File button to open the file browser and locate the file you want to import. Cl...
Job Management Letter/Note Template
Where to find Job Management Letter Templates There are two places within the Job management whe...
Closing or Cancel Job
Closing a Job Job Costing > Activity > Manage Job A job is automatically closed upon issuing a ...
Reopening a Job
This manual outlines recent system changes designed to identify when a job has been reopened. Wh...
Manage Job Statuses
Job Statuses Job statuses indicate the current stage of a job, helping users track progress, man...
Print Job Card
Job Costing> Activity> Quotation> Print /Export Select A quote that has a job number and select ...
Changing the Warehouse on Job Lines
There may be instances where an incorrect warehouse has been selected on a job line and needs to ...
Change customer on Job
System Configuration > Security > System Utilities The system provides a utility that allows you...
Reassign Job and Editing of the Cost Price
Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. ...
Create Reminder
The “Create Reminder” button (highlighted with the bell icon in the top toolbar) is used to s...
Sub Job Link
This section allows you to create a sub-job linked to a main job. The sub-job retains the origin...
Job Expense Cashbook
Job expenses are linked directly to the General Ledger cashbooks, ensuring that all job-related c...
Job Costing Sell Value
Job Search Job Costing Module > Activity > Manage Job In the past, we never used to show value...
Job Expense Supplier Journal
Job expenses are directly linked to the Supplier Journal (Creditors Journal), allowing costs ente...
Stock Recovered Costs
Stock recovered costs are created from stock items that cannot be un managed from the job. The s...
Job Costing stock write off and Gain and Loss balance
Stock Write-Off & GL Allocation When closing a job and writing off stock, the associated cost mu...
Take On Values for Job
Taking on Values for a Job Create a Sub Quote Generate a sub-quote from the existing jo...
Creating a New Job
Planned Time Log Schedule
Job Schedule Activity
Job Schedule Activity
Job Schedule Activity Screen Overview Video training manual 2021 - Click Here The Job Schedule...
Task activity import
Allow for all tasks to be updated via an import Template can be found in SCM> Imports > Templat...
Task Activity Managing
Managing a task activity allows one to do the following 1.Change the activity description 2.As...
Team Schedule
Team scheduling allows for planning task activities on teams Colours can be assigned to task act...
GRV To Job
Time Tracker Export
Job Total Analysis
Time Logs to Jobs
Bookins
Picking Slip
Picking Slip
Add to Picking Slip This Picking slip form allows the user to add items onto Job Add Button...
Picking Slip Process
Video training manual 2016 - Click Here Go to Job Costing Module > Activity > Manage Job Once ...
Picking Slip Additional Procedure
This is where one can add stock onto a picking slip on a job from items already added on from a q...
Picking Slip not processing
Processing the posted GRVs stock items to Jobs. Go to Job Costing Module > Activity > GRV to Job...
Job Delivery Note
Job Invoice
Job Costing Invoicing
Invoicing As a fully Completed Job Line by Line Invoicing a fully completed job Once th...
Invoice Value Summary
Summary invoice values allow items to be grouped and displayed as totals, rather than showing eac...
Job Costing Percentage Invoice
Go to Job Costing Module > Activity> Quotation Click Add to create a new Quote Select the custo...
Job Lines clear "To be invoiced" flag
Each job line includes a To Be Invoiced indicator, displayed as a thumbs-up icon in the To Inv co...