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Job Features

     To select the Job Costing features to be use by the system, proceed as follows.


    Jump_Job-1.png

     

    1. In the Jump-Start Job Costing window, click the Select Job Costing Features button and the following window will be displayed.
       

    Jump_Job-2.png
     

    1. Use the check boxes to select which Job Costing Features are to be used with the Job Costing Module. The options are:
    1. Quantities. This option enables quantities to be associated with different jobs.
    2. Customers. This option enables a Customer to be associated with different jobs.
    3. Optionally Reset Classifications. This option enables employee Job Classifications to be reset daily.
    4. Assign Costings to Slots. This option enables the Costing options to be active when defining Daily Shifts where a shift can be assigned to a particular Job.
    5. Assign Charge Rates Based on Classifications. This option will enable the Costing and Billing rates to be defined and used when managing a Job.
    6. Attach Costing Classification to Clocks. Link a classification e.g. Branch, Department or Cost Centre to a clocking point i.e. job hours are allocated to these classification depending on which station an employee clocked at.
    7. Follow-My-Leader Job Clockings. When a team leader clocks onto a new job, his team members are also clocked onto the same job.
    1. Select the Ok button to save and activate the selected Job Costing Features.

     

    Select Costing Classifications - (Step 2)

    The Job Costing Classifications are the different Company defined Classifications that can also to be used for Job Costing. To select the Job Costing classifications to be use proceed as follows.

    1. In the Jump-Start Job Costing window, click the Select Costing Classifications button and the following window will be displayed.
       

    Jump_Job-3.png
     

    1. Use the Classification check boxes and select the classifications that are to be used for Job Costing.

      Note: The Job Costing Classifications that will be available for selection is dependent on which company classifications have been selected using the Employee Classification option.
       
    2. Select the Ok button to save and activate the selected classifications.

      Note: The Job Classifications are used if particular dedicated Jobs are to be managed and also where cost and billing are required.

     

    Defining Jobs - (Step 3)

    The Jobs are the different jobs that are performed for clients. To define the Jobs to be used proceed as follows.

    1. In the Jump-Start Job Costing window, click the Jobs button and the following window will be displayed.
       

    Jump_Job-4.png
     

    1. When the Browse Jobs window is displayed select the Add button and the following window will be displayed.
       

    Jump_Job-5.png
     

    1. Select the General option and use the supplied options to capture the general job related information.
    1. Code.  This is your allocated job code (number) used to recognize the particular job.
    2. Description. A description of the job.
    3. Open Date. Date the job is added to the system.
    4. Expected Finished Date. The date when the job is expected to be completed.
    5. Finish Date. The actual date when the job is finished (will be added only once the job has been completed).
    6. Close Date. The date when the job is closed on the system.
    7. Status. These select options are used to define the current status of the job.
    1. Select the Job Management option.
       

    Jump_Job-6.png


    Job management allows the expected cost of the job to be entered. Irrespective if charge rates are being used or not, the actual cost values or hours and also the expected number of units expected to be manufactured can be entered here. By using this figure and comparing it with the job hours to date, you will be able to calculate a percentage completion. Taking the expected finish date into consideration, the production planner can estimate the jobs progress in relation to the actual production on floor level

    1. Select the Customer option.
       

    Jump_Job-7.png
     

    1. Use the Customer select button to select the required customer from the list and also type in the particular clients Order Number for the job.


    Jump_Job-8.png



    Note: Normally the Clients are added to the system from the User Module using the Customers option from the Query or Edit toolbar menu.

    If a customer is to be added from the Configuration Module, proceed as follows:

    1. When the Lookup Customer window is displayed (clicking the Customer select button), move the cursor into the customer list area and right-click the mouse and then select the Add option from the pop-up menu.
       

    Jump_Job-9.png
     

    1. When the Update Customer window is displayed, fill in the required customer information.
       

    Jump_Job-10.png
     

    1. Once all required information has been typed in, select Ok to save the information and to add the customer to the list.
    1. Once the customer information for the job has been selected, select the Advanced option and select the Colors that are to be used to identify the particular Job when performing rostering.
    2. Once completed select Ok to return to the Browse Jobs window.
    3. Select Close to close the Browse Jobs window and to return to the Jump-Start Job Costing window again.

     

    Charge Rates - (Step 4)

    Charge rates allow you to enter values for an employee’s calculated hours per time category. The cost column is the cost to company for an employee per hour at the selected time category. The bill column is the values a company would ideally like to recover when billing a client.

    For simplicity’s sake, it is recommended that you create a charge out rate per group of employees whose cost to the company is the same, i.e. Grade 1 Admin Clerks. There is nothing stopping you from creating personalized charge out rates, but remember the effort required when pay structures change!

    Once all the charge out rate groups have been created, then employees can be assigned to the applicable rate. The assigned charge out rates allows for reporting by cost and billable man hours as a list or as a graph.

    Note: The Charge Rates are enabled from the toolbar Setup menu \ Features \ Standard option and by selecting the Charge Rates tick box.

    To define the Jobs to be used proceed as follows.

    1. In the Jump-Start Job Costing window, click the Charge Rates button and the Browse Charge Rates window will be displayed.
       

    Jump_Job-11.png
     

    1. To add a new charge rate to the system, select Add and the Update Charge Rate window will be displayed.
       

    Jump_Job-12.png
     

    1. Use the Code and Description text boxes to define the particular Charge Rate so that it can be easily identified.
    2. Use the Rates column to define the particular rate an then the Cost columns for the actual cost to company (Extra being the overtime rate and Normal the normal cost rate).
    3. The Billing columns are for the rates that are to be charged to the customer for the work done.
    4. The Factors columns are used to define the rates that are to be charged if the employee works while on leave or on a public holiday.
    5. Once all rates have been added and are correct, select Ok to save these settings and to close the window. The charge rate will now be added to the Browse Charge Rates window and be available for selection.
    6. To return to the Jump-Start Job Costing window select Close and then select Close again to return to the Jump Start window again.

     

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    Page last modified 14:25, 22 Jul 2014 by cay-lynne CS Time/TNA Documents > Configuration Module > Jump Start > Job Features

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