Before you start work, you’ll want to create a job to post costs and revenue against. Navigate to the Job Entry screen. Select [e] for Job Costing, then [a] for Job Entry:
The Job Entry list will display a list of jobs. You can filter the list with the fields at the top, or click on the Details tab to create a new job.
On the Details tab, use action A to add a new job:
For now, you can just enter some descriptive information about the job. You’ll also want to set the job’s client to the client you created in the previous lesson.
If you have a Job Type setup as a default, this job will be initialized with that job type:
When you click Apply, the job will be saved and the area and centres for the Residential job type will be added. You can review them on the Area Entry screen. Navigate to [a] Job Costing, [d] Area Entry
Enter the job you just added:
When you select your job, the list will filter to just areas for that job. If there’s just one area you will be positioned on the Details tab:
You can modify the description and add information for the quote and/or purchase order that instigated the job.
If you have a copy of the client’s originating purchase order, you can upload it on the Supporting Documents tab:
This tab is similar to the Supporting Documents tabs on the purchasing screens. You can elect to include these documents with any invoices for this job.
Finally, you can adjust the centres for this job on the ‘Add and Remove Centres’ tab:
You can also adjust the centres by going to the Centre Entry screen. Navigate to [e] Job Costing, then [f] Centre Entry:
Which brings up the Centre Entry screen.
The details tab captures all the financial information for each centre:
The fields will be blank to start, but as you process payroll, invoices and equipment, the dollar values will be posted to these centres. If you enter budget amounts, Abio will use your budget, plus periodic progress updates to forecast costs to complete each centre.