Job Component Steps

The Job Components Window displays when you click the <Components> button on the Job Maintenance Detail Window in Workflow or the Job Maintenance Detail Window in Production Maintenance.

Job Component Conditions:

Steps:

  1. Open the job by completing all applicable fields on the Job Maintenance Detail Window. When finished, click the <Components> button to set up component authorization, component codes, component descriptions, and component status (active/inactive) for the specified job.

Note: If you key a valid Job Component for a preexisting job on the Job Maintenance Header Window, the <Components> button will not display

Job Components Window

  1. Click in each applicable box below the Job Number to authorize use of components with the selected function. Click the Add icon to add lines for job component entry.

Note: If setting up components for a preexisting job that already has estimates, the checkbox used to Require Components in Estimating is grayed out to disallow entry of a checkmark. You cannot require components in Estimating for a job if the job has preexisting estimates. If you want to Require Components in Estimating for the specified job, you must delete the estimates first.

Note: If setting up components for a preexisting job that already has a task list, the checkbox used to require components in Workflow is grayed out to disallow entry of a checkmark. You cannot require components in Workflow for a job if the job has a preexisting task list. If you want to require components in Workflow for the specified job, you must delete the task list first.

Advance Billing also follows this rule.

If charges are flagged automatically and the job requires components, the charges are not pulled into the billing cycle for that job. An error message prints on the Exception Report when a job is not pulled in for billing.

  1. Key a user-defined Component Code. All component codes must be unique. If a duplicate is keyed, an error message displays.

  2. Key a user-defined Description for the keyed Component Code.

  3. Leave the Inactive box blank to activate use of the keyed Job Component. To inactivate the Job Component, click in the Inactive box. An inactive status stops entry of new charges only. You may bill an inactive component.

  4. Click the Save icon. Once job components are saved, you may only change the Component Description.

Note: Before you exit this option, a warning message displays informing you that the component is missing a description. Setting up a description at a job component level is optional. If you want to set up a separate description at a Job/Job Component level, key the Job Number and Job Component on the Prompt Window then click the Next icon. On the Detail Window, key the description of the Job/Job Component in the Description field (this field will be blank). If applicable, you may also change other information at a job component detail level. When you run some reports, the job component level description displays instead of the job description that was entered when the job was opened.

  1. You may set up a separate task list for each defined job component. To set up task lists by job component, key the preexisting Job Number and Job Component on the Prompt Window then click the Next icon. On the Detail Window, click <Task List> to display the Task List Entry Window. If you have accessed this option through Production Maintenance, the <Task List> button does not display. Key applicable information following steps in your on-line Help, then click the Save icon. Repeat this step for each job component for which you want to set up a separate task list.