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Create jobs to group sales and purchase orders

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You can group sales and purchase orders by customer jobs and provide costing reports for project expenses using Jobs. This feature is most often used for contractors.

For example, if a contractor is undertaking a school renovation and would like to track his expenses for the project, you can create a job for the renovation and link all Sales Orders for the project to the job. From the Job screen you can run periodic costing reports to notify the contractor of the expenses.

  1. Go to File > Customer > Job.

  2. Click New.
  3. In the Job box, type a reference code up to 10 characters, and then press the Tab key.
  4. Type a Description using up to 30 characters.
  5. Choose a Status from the list. For current Jobs, choose Open. Once the Job is completed, you can change the status so that it will not appear in searches.
  6. Optionally complete as much additional information about the job as you can, including Address, Dates, Estimated Total, and Comments. You can add the Salesman, however, this selection is for reference only and will not change the salesman on the Sales Order.
  7. Click Save.

    You can now use the job in the Sales Order and Purchase Order screens.

  1. Navigate to Sales > Order > Sales Order and open or create the order. Click the Header tab, and choose the Job ID, You can associate one job with as many sales orders as necessary.

  2. Navigate to Purchasing > Purchase Order and open the order. On the Header tab, type the Job ID.

  1. Navigate to File > Customer > Master.
  2. Search for the customer.
  3. Click the Ship To tab.
  4. Click the Ship To link for the Job.
  5. Add the Job ID.
  6. Click Save.

After you have added a Job to an order, it appears on the Orders/Quotes page under Jobs.

Review the order details.

  • To open the order, click the blue linked ID in the Order column.
  • To open the customer, click the blue linked name in the Customer column.
  • To see the status of the order, hover over the Status column.

Select the Summary subtab to view order details, or the Detail subtab to view a product-by-product view of this information.

After you have added a Job to a purchase order, it appears on the POs/RfQs page under Jobs.

Review the details.

  • To open the order, click the blue linked ID in the Order # column.
  • To see the status of the order, hover over the Status column.

You can report on the costs associated with a job. This Job Costing Report is driven by invoice date.

  1. On the Job screen, click the Costing Report tab.

  2. In the Job box, type or search for the reference code associated with job, and then press the Tab key.
  3. Choose an invoice date range from the Starting Date and Ending Date calendars.
  4. From the Report Type list, choose to run a Summary or Detail version of the report; detail includes the products on the invoices, whereas summary will only display the invoice totals.
  5. Click the Report button.
  6. On the Print Document pop-up, choose to Print, View, Save, or Send the report.

From the Job Activities page, you can attach activities to help track the tasks associated with the job on your calendar. To learn how, see View and create activities.

From the Job Attachments page, you can attach files such as work orders related to the job . To learn how, see Work with attachments.

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