Enter a job number of up to 20 characters. You must enter a job number to access the Detail grid.

Enter a description of up to 50 characters for this job.

If this job has a project manager you can enter the manager’s name here.

From the drop-down, select if this is a Make to order or Make to stock job. A make-to-order product is produced for a customer. A make-to-stock job is added to inventory when it’s complete.

This field only appears if you selected Make to order from the Job Type drop-down. It shows any deposits received from the customer. The amount in this field is not affected by other payments.

This field only appears if you selected Make to order from the Job Type drop-down. Select this check box if you want to add a Tax Code to the item.

This field is enabled if you select the Taxable check box. Enter the default Tax Code for this job.

This label changes depending on if you selected Make to order or Make to stock from the Job Type drop-down.

If you selected Make to order, enter the customer or use the Lookup to select the customer for whom this job is set up.

If you selected Make to stock, enter the stock number or use the Lookup to select the item that you will produce. The stock item must exist in Inventory before you can enter it here.

This label changes depending on if you selected Make to order or Make to stock from the Job Type drop-down.

If you selected Make to order, enter the purchase order number that applies to this job.

If you selected Make to stock, enter the location where you want this item to be stored.

Enter the name of the contact person for this job.

Use the drop-down calendar to select the start date for this job.

Use the drop-down calendar to select the planned completion date for this job.

Use the drop-down calendar to select the due date for this job.

This check box is enabled when the Remaining WIP equals zero. Select this check box when the job is complete. You will be unable to edit the job or post any activity to the job when this check box is selected; however you can uncheck the check box if you need to make a change.

This field is enabled when you select the Job Complete check box. Use the drop-down calendar to select the day the job was completed.

This field is informational only and shows how much of the job is complete. The number is taken from the top row of the % Complete column in the Detail grid.

This is the number of units this job produces. This field is used for customer invoicing. You can edit this field.

This is the price per unit for this job. You can edit this field. This field is only used for planning; the price per unit used when you invoice customers is from the Cost Code.

This is the estimated customer price for this job. It is the product of units produced * price per unit. You cannot edit this field.

This field is informational only and shows your estimated profit for the job. The number is taken from the top row of the Estimated Profit column in the Detail grid.

This field is informational only and shows your estimated gross margin percentage for the job. The number is taken from the top row of the Estimated Gross Margin % column in the Detail grid.

This field is informational only and shows your actual cost for the job. The number is taken from the top row of the Actual Cost column in the Detail grid.

This field is informational only and shows your cost estimate for the job. The number is taken from the top row of the Cost Estimate column in the Detail grid.

This field is informational only and shows your price estimate for the job. The number is taken from the top row of the Price Estimate column in the Detail grid.

This field is informational only and shows the total payments you’ve received for the job.

This field is informational only and shows your remaining WIP for the job. The number is taken from the top row of the Remaining WIP column in the Detail grid.

Select this button if you want to see a summary view of the Detail grid. This will display only the phase total rows and not the Cost Codes within each phase. You can individually open each phase to view the Cost Codes.