Job Phases
Use this screen to define the phases of a job. You can specify which of the standard phases apply to each job set up in the system or define a unique phase.
Note: If two users attempt to access the same file at the
same time, a record lock occurs and the Locked Database Detail window appears.
Important: Define the job and its phases as accurately as
possible because the phase file is used for defaulting purposes in Accounts Receivable,
Accounts Payable, and Payroll, as well as throughout the job costing system.
To set up a phase
- In the Job field, enter the job number.
- Complete the screen once for every phase of the job.
About Job Phases
- Select New to add a phase to the job. Complete the fields on the New Phase window for every phase of the job.
- Select Copy to copy a phase from one job to another.
- A phase cannot be deleted if there are actual costs-to-date or open commitments, but you can Delete Unused Phases.
- Current estimates can be amended unless the system administrator has selected the Current estimates display only checkbox in the Job Cost Installation - Properties screen.
- The Project Setup module automatically sets up phases at the same time jobs are set up.
