About setting up service jobs

For service jobs, you need to include a job number on each record. When you post a direct expense, Sage 100 Contractor creates a cost record using the job number.

It is not necessary to create a job for each quote, work order, or invoice. Instead, create a dummy job that is assigned to all service records.

For companies with up to 2,000 completed work orders a year, create a single dummy job. After several years, remove the dummy job when closing the books for the fiscal year. Then create a new dummy job.

To make the dummy job identifiable, give it a name such as Service Work.

For companies with up to 10,000 completed work orders a year, create a new dummy job each fiscal year. After keeping a dummy job for two years, remove the dummy job when closing the books for the fiscal year.

To make the dummy job identifiable, give it a name that includes the year. For example, Service 2001,Service 2002,Service 2003, and so on.

For companies with over 10,000 completed, work orders a year, create a new dummy job each fiscal quarter.

To make the dummy job identifiable, give it a name that includes the year and fiscal quarter. For example, Service 2002 Q1, Service 2002 Q2, Service 2002 Q3, and so on.

There is no correlation between the job number and work order number. You can run job cost reports for a specific work order.