Enter the Customer Id for this Job/Phase. (This Customer should have already been set up by the Add/Change Customer option on this menu, or from the TBS Accounts Receivable program. Enter the first line of a description for this Job/Phase combination. This description will appear on the invoices and on most reports. Enter the second description line for this Job/Phase combination. Enter the Job Number. The Job Number can be up to 8 characters in length, either letters or numbers. Enter the number of Labor Hours that should be added to the total labor hours for this cost transaction. Labor Hours are only required for Labor transactions, but you can enter hours for other transaction types. Enter the name of the Manager for this Job. This is the name of the employee that has responsibility for this Job/Phase. Reports that print out by Manager will list this name at the top of the page, then list all of the Job/Phases that this person has been assigned. Enter the Phase Number. The Phase Number can be up to 6 characters, either letters or numbers. Enter the Transaction Date in a MMDDYY format. Enter the dollar amount of this cost transaction. Enter a Description for this transaction. This can be the name of a employee for Labor, or the name of a vendor or a subcontractor. This name will be posted to the cost detail file and displayed on the Job Inquiry and Cost Detail Report. Enter the Transaction Type code here. The available transaction types are: L=Labor M=Material E=Equipment O=Overhead X=Misc. Expenses Enter today's work date. This date will appear at the top of most of the reports that will print out, and if you print invoices, this is the date that will be used as the invoice date. If the customer is a individual, enter the customer's name, if the customer is a business, enter the name of the person who works for the customer that is your primary contact for this job. Enter the Estimated Starting Date for this Job/Phase combination. Enter the Actual Starting Date for this Job/Phase combination. If there is a known quantity of goods with this Job/Phase, enter the quantity here. For example, if the job is to install 40 doors, enter the number 40 here. (The next line will allow you to enter the unit of measure, such as Each, Doors, Sq Ft, etc. Enter the Actual number of units that have been completed so far. Enter the Estimated Ending Date for this Job/Phase. Enter the Actual Ending Date for this Job/Phase. Once a date is entered here, this Job/Phase will be deleted (along with all of it's detail) the next time that you run Delete Completed Jobs. Enter the Unit of Measure such as Each, Sq Ft, etc. Enter the amount that you estimate you will bill the customer for this Job/Phase. You will need to adjust this amount for any change orders that are issued later. Enter the Estimated Labor Hours for this Job/Phase here. Enter the Actual Labor Hours for this Job/Phase. This field will be updated from the Enter Labor & Material screen automatically. Enter the amount that has been billed to date for this Job/Phase. This field will be updated when Invoices are posted for the amounts billed thru the Job Cost program. Enter the Estimated Labor Dollars. Enter the Actual Labor Dollars for this Job/Phase here. This field will be updated automatically when costs are enterd thru Enter Labor & Material. Enter the date that this Job/Phase was last invoiced to the customer. Enter the Estimated Material Cost. Enter the Actual Material Cost amount. Enter the Contract Number for this Job/Phase. Enter the Estimated Equipment amount Enter the Actual Equipment Cost here. Enter the Overhead Rate here. Overhead is calculated based on either Labor Dollars, or on the total of the Material, Equipment, and Misc. amounts. A amount of 1.00 is 100%, .25 is 25%. Enter the Estimated Overhead Amount here. Enter the Actual Overhead amount here. This field will be updated by the Post General Ledger menu option after you have Calculated Overhead. Enter a L if overhead is based on Labor, or a M if overhead is based on Material, Equipment, and Misc. Expenses. Enter the Estimated Misc. Expenses Enter the actual amount of Misc. Expenses for this Job/Phase. This field will be updated automaticall for charges that are entered thru the Enter Labor & Material screen and posted. This field is used by the system to calculate the amount of overhead that will be charged to the Job/Phase in the current period. You do not need to enter any information here. This is the amount of total overhead that the system calcualted for this Job/Phase the last time that the Calculate Overhead option was run. The system will adjust the Actual Overhead amount to this amount when the Post to General Ledger option is run. Enter the General Ledger Account number that Work In Progress (for the Overhead) should be charged to. Enter the Invoice Date for this invoice here. This is the date that will appear on the invoices when you print them. Enter a Invoice Number here if you want to assign the invoice numbers. When you print invoices, the system will assign a invoice number automatically. This field is shown to allow you to manuall prepare your invoice and enter the data and post the data to the Job/Phase and customer files. Enter the Amount that is being invoiced on this Job/Phase. (All phases for a Job will appear on the same Invoice) Enter a description for the work that you billing the Customer for here. You have 12 lines of 50 characters to describe the work done. (You can have blank lines in description) Enter up to 6 characters to identify this customer. You can use letters, numbers, or a combination of the two. ACT_END E ACT_EQU - ACT_L$ ACT_LAB ACT_MAT A ACT_MIS l ACT_OH ACT_STAR BILLTODA CONTACT r CONTRACT CUST_ID CUST_NO DESC1 DESC2 EST_BILL EST_END EST_EQU EST_LAB u EST_LAB$p EST_MAT EST_MIS # EST_OH l EST_STRTi EST_UNIT@ INVDATE $ INV_AMT 5 INV_NO JOB_NO LAB_HRS LAST_INV MGR OHGLACCT OH_AMT a OH_BASE ~ OH_RATE y OH_TOT M PHASE TOT_UNIT{ TRANDATE TRAN_AMT TRAN_DES] T_TYPE UOM = WORKDATEt WORKDESC