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A check is in place to not allow a delete of a template task if it is used in: 1. Quotes 2. Jobs  Bring up a warning to say that this template task cannot be deleted as it is used in a quote or job  

 This will be a copy made from existing quote. once saved it gets listed in the quote Templates One can search by description, enter the description template and search or search for all quote template by leaving the description field empty Search button...

Job Costing > Activity > Manage Job   

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

Create a Sub Quote from the existing job with the closing balances of cost and selling completed to date.  Create a new inventory custom item called XJOB/OB - X Job cost opening balance  Use this item code on the quote line. The lines on the quote can be di...

The job costing process runs as follows:  Create a Quote Manage the Job Invoice the Job  Quote process There are three phases in the job costing process 1.Create Quote 2.Internal Quote approval 3.Customer awaiting quote approval  Manage Job Job can b...

In Job costing when one does a job costing quote, and then one moves it to a Job, always complete the job costing with the Job costing invoice and NOT a Debtors Module invoice. Should one do this you will not have all your job costing costs in your reports. T...

Video training manual 2020 - Click Here Video training manual 2016 - Click Here Job Costing > Activity > Job New Quote Search and then click on Add to create a Job. Inserting the line of the job, we will use one line in this example to create the quote. ...

Quote Add and Edit  Quote Detail Tab Please select the customer and date of the quote. Sales Rep: The default sales rep will be selected for the customer. If you need to change the sales rep, you can change it here. Valid Until Date: This will be the dat...

Job Quote approval Once the quote is created, one can approve the quote to different statuses.  1.Internal quote approval 2.Customer quote approval 3.Approve to job  This example we are skipping the quote approval stages and approving the quote straight t...

   Preparation This is when a quote has being created - Job Costing > Activity > Job New Quote Search All This looks at all status levels of quotes, not advisable to search on this status. Scope Creep Quote This is when you have created a quote from a Jo...

Video training manual 2020 - Click Here Job Costing > Activity > Quote Search and then click on Add to create a quote On the Basic Search Tab, the user can search the quotes by entering information on the following fields Quote Name – search be entering ...

Promoting a quote to job, invoice or sales order will prompt you inform accounts department. If you leave blank, no email will be sent.  

This flag will help when we need to run reports for quote value and need to exclude these values (basically showing them as zero) This will work with the prepriced tick box.   Here are the rules: If the quote is created from the job where the job has the pr...

 There are two ways to do this job costing. First way: This is where on quoting you would use a service item to capture the machine selling value    You can then estimate a cost against the machine in the quoting phase. This helps as it gives you an indica...

Job costing is divided into four main sections: 1. Quotes 2. Manage Job 3. Delivery Notes 4. Invoice  In Job Costing setups there is a section called Template Tasks Template task setup Job Costing> Configuration >Template Task. Template Tasks are only ...

 A Scope Creep quote can be created from a Job. This will increment the number of the quote on the job. If the quote was QT100 and you create a scope creep quote, the number will be QT100.1      

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 started Started Job has managed lines or has been started Completed Job is completed and closed A final invoice produces a completed job Close...

Job Costing > Activity > Manage Job Due date colours is based on Completion date - current date    Icon Details  Past 30 days from Due date based on current date  Before 30 days from due date based on current dat...