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Job Costing


    This Jump-Start wizard is used to select and define the Job Costing options which are to be used

     

    CONTENT

     

    Setting up Job Costing Options

    When the initial TNA Jump Start option window is displayed, select the Job Costing button and the following window will be displayed.

     

    Jump_start_job_costing.png

     

    Click the Select Job Costing Features button and use the check boxes to select which Job Costing Features are to be used with the Job Costing Module.

     

    Job_features.png

     

    Select Costing Classifications - (Step 2)

    The Job Costing Classifications are the different Company defined Classifications that can also to be used for Job Costing. Click the Select Costing Classifications button and use the Classification check boxes and select the classifications that are to be used for Job Costing.

     

    Job_classifications.png

     

    Please 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)

    Click the Jobs button and when the Browse Jobs window is displayed select the Add_button.png button.

     

    Browse_jobs.png

     

    Select the General option and use the supplied options to capture the general job related information.

     

    Update_job.png

     

    Select the Job Management option. 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.

     

    Update_job2.png

     

    Select the Customer option. 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.

     

    Update_job3.png

     

    Lookup_customer.png

     

    If a customer is to be added, right-click the mouse and then select the Add option from the pop-up menu. and fill in the required customer information.

     

    Update_customer.png

     

    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 employee who’s cost the company is the same, i.e. Grade 1 Technical. There is nothing stopping you from create personalized charge out rates, but remember the effort required when pay structures change!

    Once all the charge out rate groups has 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.

     

    Click the Charge Rates button and selelct the Add_button.png, Change_button.png or Remove_button.png button to add, change or remove the required charge rates.

     

    Charge_rates.png

     

    Use the Code and Description text boxes to define the particular Charge Rate so that it can be easily identified.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).The Billing columns are for the rates that are to be charged to the customer for the work done.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.

     

    Update_charge__rate.png

     

    Permalink:  http://tinyurl.com/mbnt9mw

    Page last modified 15:16, 11 Feb 2013 by cay-lynne CS Time/TNA Documents > User Module > Jump Start Options > Job Costing

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