In this screen we set up the information that we want the program to use when working on a particular type of job.

Initially the last number used will be 00000 for each type. As you initialise a job the last number used will first jump to the minimum and then index each time a new number is required. The six job types share a number series so have minimum and maximum limits. If a limit is exceeded a warning message will appear. It will not usually be necessary for you to change these numbers, however, if you do an extremely large number of say lumpsum jobs you may wish to increase the allocation from 10,000 job numbers to say 20,000. If this is the case adjust the numbers of the lesser used job types to accommodate. Both the Invoice and Estimate number series are entirely independent of the job number series so can be set any way you want.

The method (Charge Method) column defaults to ‘R’ (Resale) for Do & Charge, Quote Only and Direct and ‘C’ (Cost Plus) for the other types of jobs. To change these refer first to the discussion on “Methods of Charging” in Setup Material & Other.

Estimating Method - Used for Estimating only, choose you preferred estimating type with either H/U = refers to hours per unit installed or U/H = refers the numbers of units installed per hour

Stock Locations - are there set up in the stock manager and are shown here to enable you to select where the stock is going to be drawn from by document type.