Creating Job Charges

Creating Job Charges

Job charges created through the Charge Out window allow the user to specify a variety of basic job charge information, including the number of the job to charge, the bill code, task and quantity to be charged, etc. Management level functions also allow the user to specify the date and unit cost for the job charge and type a direct quantity for labor tasks.

Creating job charges with the Job Charge page

Click the Jobs tab. The Jobs Home page opens.
Click Job Charges. The Job Charges page opens, with a search dialog for searching for a Job to which you will apply charges.

Type a term to search for and click Go. A list of Jobs appears. (Use the asterisk ("*") to return a list of all Jobs.)

Select the Job for which you want to create a new Charge. The Job Charges page for the selected Job opens.

Click New Charge. The Charge Entry page appears.

Select the employee, department, and cost center from the appropriate selectors ( ).
OPTIONAL: Select the appropriate billing code for the job charge from the Bill Code popup ( ). Billing codes that can be assigned to a job charge include: B - billable job charge, HE - house error or rerun job charge, NB - non-billable job charge, or CA - customer alteration job charge. By default, the Charge Out window is set to B - billable for the bill code.
Click the Task Selector ( ) and select the appropriate task, material item, or miscellaneous item from the Task selector. Tasks listed in this list are those that have been assigned to the department/cost center that is currently selected in the Charge field above. Additional tasks, materials, and miscellaneous items are available by changing the task view to All Tasks.

Type the quantity you want to charge in the Qty field. The unit in which the task/material/miscellaneous item is measured is displayed next to the Qty field. When complete, the Charge Out window will automatically adjust the Start Time/End Time fields to reflect the quantity entered.
OPTIONAL: Type a note of description for the job charge in the Notes field. Adding notes to your job charges can help clarify any questions that may arise when job charges are being reviewed and reported at a later date or time.
Click Add ( ). This will save the new job charge to the database.