Job

Enter or search for the number of a Time + Material job which has already been set up in the Job Cost module. The description will display, as well as all fields linked to the job.

Customer

The customer code and name displays from the Job Main Properties screen.

Master job

• If the specified job above is a master job, a checkbox will be provided in this field to submit sub-job billings from the master job.

• If the specified job is a sub-job, the assigned master job and billing method will display in this field.

• If the specified job is neither a master or sub-job, this field will be blank.

Properties

Contract #

The contract number displays from the Job Main Properties screen.

Contract type

The contract type displays from the Job Main Properties screen.

Not to exceed

Enter the dollar amount that the billings for this job is not to exceed. When billings are selected, if the job amount exceeds this amount, then the system will beep a warning and the Not to Exceed Billing Exception Report prints automatically.

Price

The cost method displays: Time + Material or CostPlus.

Billing method

Select whether the job will generate an A/R Invoice or Change request.

Taxable?

Press Enter to accept the default from the Job File Maintenance, or select the checkbox if this job is taxable, or leave clear if the job is not taxable.

Sales tax

Press Enter to accept the default Sales tax code (as defined in the Job File Maintenance screen) or enter the desired tax code. Entries of up to 15 characters are allowed.

Retention

Enter the retention percentage for this billing.

Buttons

Markups

Click to view the Job-Specific Markups window.

Add-ons

Click to view the Job-Specific Add-ons window.

Fees

Click to view the Job-Specific Fees window.

Billing details

Next billing # Next transaction #

This job's next billing and transaction numbers display. If the billing number exceeds 999, the billing number will automatically be converted to the alpha equivalent (Example: A00 = 1000).

Equipment level

Enter the level 1–5 at which equipment for this job should be billed. Rates corresponding to this level will default from the price table in Equipment Billing Rates Maintenance or T+M Job Equipment Billing Rates. This level defaults from the labor level designated in the Customer File Maintenance screen.

Material level

Enter the level 1–5 (or leave blank for 0 for cost) at which material for this job should be billed. For materials taken out of inventory, rates corresponding to this level will default from the selected Price level or Standard cost in Inventory Control. This level defaults from the material level in the Customer File Maintenance screen.

When stock items are updated to the job from Job Requisition Entry during the Inventory Transaction Update or from Purchase Order Entry during the A/P Transaction Update, the price per unit will be determined based on price level 1-5, if indicated here, or on cost, if this field is blank.

Any associated Markup charges will be calculated based on the same price. Cost plus jobs always use cost as the basis, regardless of the level specified here.

Labor level

Enter the level 1–5 at which labor for this job should be billed. Rates corresponding to this level will default from the price table in Labor Billing Rates Maintenance or T+M Job Labor Billing Rates. This level defaults from the labor level designated in the Customer File Maintenance screen.

Billing address

Print to alternate address on T+M billing/invoice?

Select to print the customer's alternate bill-to address on the contract's T+M billings and invoices. By selecting this checkbox, entry is required in the Bill-to code field.

Customer alternate bill-to addresses are set up in Accounts Receivable > Alternate Bill-To Address Maintenance.

Bill-to code

If you selected the checkbox above, entry in this field is required. Enter or search for the alternate address bill-to code in the Alternate Bill-to Addresses window. Alternate bill-to codes can also be added or edited from this window.

Name Address

The addressee name and address display. If you selected Print alternate address on T+M billing/invoice checkbox, then the alternate billing addressee name will display based on the code entered in the Bill-to code field. Otherwise, the billing addressee name will default from Customer File Maintenance.