Creating a New Job

The minimum required to create a job and post costs to it is a customer name and one Cost Centre and Stage. Costs can only be allocated to a job and the job invoiced or finished goods produced where the Status of the job is Active.

Steps

1.	Job Costing Job Costing
2.	Click New Job
3.	Type in a Job Description
4.	Select Customer from the search window
5.	Complete or select other information as required - Customer order and contact, start and completion dates, group, priority and status
6.	Click Cost Centres & Stages. Use ‘drag and drop’ to select Cost Centres and Stages by: dragging a Cost Centre and Stage from the right section of the screen to the left one at a time; or tick the relevant stages , drag the Cost Centre from right to left and ticked stages are populated under the Cost Centre; or drag required Cost Centres from right to left, Shift or Ctrl + mouse click to highlight stages and drag these to the Cost Centre
7.	Click Settings tab and enter mark-up percentages, basis of mark-up and change GST on invoicing as required
8.	Create or copy an estimate if needed
9.	Enter Budget information as required
10.	Save the changes

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