How to tag items related to a Job
In order for the Job Costing system to work as designed, you will need to tag the items that are Job-related.
💡 Here are the types of Job Items that are factored into the overall Job Income, Cost and Profitability calculations. These are called out below in the green boxes.
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Income:
- Invoice Items (revenue)
- Adjustment Items (credit to an expense account or debit to a revenue account)
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Miscellaneous Items (Type = Income)
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Cost:
- Invoice Items (cost of goods sold)
- Adjustment Items (debit to an expense account or credit to a revenue account)
- Inventory Maintenance Items
- Voucher Items (non-inventory expenses)
- Check Items (non-inventory expenses)
- Miscellaneous Items (Type = Cost)
- Labor Items
Some types of Job Items are tagged for reporting purposes only. These are called out below in the yellow boxes.
Open a Purchase Order and go to the Job Cost tab. Here you can enter the Job Name, Phase and Task for any line item on the PO.
PO Items are tagged for reporting purposes only. These items will NOT affect the Job Cost.
Open a Sales Order and go to the Job Cost tab. Here you can enter the Job Name, Phase and Task for any line item on the order.
Invoice Items are factored into the calculations for Job Income and Cost.
On the Main tab of the Inventory Maintenance screen, you can enter the Job Name, Phase and Task.
Inventory Maintenance Items are factored into the calculations for Job Cost.
These job items are created directly within the job on the Misc. Items tab. Since the Job Name is already known, you will only need to enter the Job Phase and Task for these items.
Miscellaneous Items are factored into the calculations for Job Income and/or Cost (depending on the Type that is selected).
These job items are created directly within the job on the Labor tab. Since the Job Name is already known, you will only need to enter the Job Phase and Task for these items.
Labor Items are factored into the calculations for Job Cost.
Open a *Receipt and you can enter the Job Name, Phase and Task for any line item on either the A/R or Non A/R tab.
Receipt Items are tagged for reporting purposes only. These items will NOT affect the Job Income or Cost.
Open an *Adjusting Entry and you can enter the Job Name, Phase and Task for any line item.
Adjustment Items are factored into the calculations for Job Income and/or Cost (this will depend on the GL account used and whether the amount is a credit or debit. See the intro to this article for more info).
Open a *Voucher and go to the General Ledger tab. Here you can enter the Job Name, Phase and Task for any line item.
Voucher Items are factored into the calculations for Job Cost ONLY when a non-inventory expense account is used on the General Ledger tab.
Vouchers entered for inventory purchases (i.e. PO Line Items tab) are NOT included in Job Cost calculations. Inventory cost only factors into the Job Cost when the inventory is drawn out of stock via either Inventory Maintenance or Invoice line items.
Open a *Quick Check and you can enter the Job Name, Phase and Task for any line item.
Check Items are factored into the calculations for Job Cost only when a non-inventory expense account is used.
Setup
*Several of these Job Items require a setting enabled before beginning. Navigate to Administration -> System Configuration and select Jobs from the drop-down menu.
Double-click to turn any of the settings below On in order to enable the ability to tag those types of entries with a Job.
