Job Costing Overview
Job Costing Process Flow (Step-by-Step)
1. Quote Stage
This is where the process begins.
Step 1: Preparation
- The quote is created and all required details (pricing, items, customer info) are entered.
Step 2: Internal Approval
- The quote is reviewed internally.
- Approval ensures pricing, margins, and details are correct before sending to the customer.
Step 3: Customer Approval (Decision Point)
- The quote is sent to the customer for approval.
If NO (Customer does not approve):
- Decline → The quote is rejected.
- Cancel → The quote is cancelled and closed.
If YES (Customer approves):
- Accept → The quote is accepted and moves to job creation.
Job Management Stage
Step 4: Create Job
- A job is created directly from the accepted quote.
Step 5: Functions / Manage All
- The job can be managed using system functions:
- Functions → Access tools and actions related to the job.
- Manage All → Central area to control all job activities.
Step 6: Manage (Core Job Activities)
The job progresses through multiple operational activities:
-
Manage Lines
- Add/edit job cost lines (labour, materials, etc.)
-
Time Sheets
- Record labour hours worked on the job.
-
Stock Request
- Request materials required for the job.
-
GRV (Goods Received Voucher)
- Record stock received from suppliers.
-
BOM (Bill of Materials)
- Define or manage required materials and components.
These activities can happen in parallel and are continuously updated.
Step 7: Job Complete
- Once all work, materials, and costs are finalised:
- The job is marked as Complete