Job Summary

The Job Summary provides an overview of Detail, Planning, Costing, Timekeeping, and Transactions. Job Summaries can be opened from any Transaction Type that has Costing Rules linked to it.

Navigation

Menu > Summaries > Job Summary

1. Transaction Type lookup - You can specify if you wish to view, say, the Work Order or Sales Order Job Summary, and filter by a specific number.

2. Menu - Additional functionality is included to open the Transaction in the main window.

3. Detail - This is an overview of the Customer, Costings, Progress and Timekeeping records for the job.

4. Planning - This shows an overview of the Planning Board activity for this job.

5. Costing - This provides an overview and breakdown of costing, by Estimated, Actual and Variance.

6. Timekeeping - This shows the Timekeeping summary for this job by Cost Centre, Operator and Hourly Rate.

7. Transactions - This show Transactions that are linked to this job.

Updates

The Detail, Costing and Timekeeping fields have been updated as follows:

• The Timekeeping summary has been moved form the Detail to the Timekeeping tab.

• The Cost Summary on the Detail tab has been enhanced with a Var% field.

• The Cost Summary on the Costing tab has been removed as an unnecessary duplication

• Total, Profit and VA rows have been added to the Cost Summary - Visible only when the Invoice Trans Type has been identified in the Costing Rules.