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Entering jobs

If you select the Post expenses to WIP asset account checkbox, and you selected Job# as Subaccount# on a general ledger account(s), when you save a job, you are prompted to create subaccounts for those ledger accounts.

Also when saving the job, Sage 100 Contractor checks the client’s balance for any past due invoices and displays a message indicating the amount past due, if any. To turn this option off, in the Options menu, click Check Client Balance.

Note: If cost types used in a job have explicit Taxable settings (in the Taxable Cost Types window, opened from the Options menu), those settings override the cost type settings from the tax district.

To enter a job

Open 3-5 Jobs (Accounts Receivable).
Enter header information, as follows:
1. In the data control text box, enter the job number.
2. In the Job Name text box, enter the full job name.
3. In the Short Name text box, enter an abbreviated name for the job.
4. In the Job Status list, click the job status.
5. In the Job Type list, click the type of job.
On the General Information tab:
1. In the Client text box, enter the client number.
2. In the Address 1, Address 2, City, State, and Zip text boxes, enter the client's address.
3. If the job is in a sales tax district, enter the district in the Sales Tax District text box.
4. If the job is in a local payroll-tax district, enter the district in the Payroll Locale text box.
5. In the Income Account text box, enter the default income account.
6. If you departmentalize income, enter the default department number in the Department text box.
7. If the job requires certified payroll reporting, click the Requires certified payroll reporting checkbox.
8. If the job requires posting payroll to WIP asset accounts, select the Post expenses to WIP asset account checkbox.
9. In the Due Terms text box, enter the cycle for the date when the invoice is due.
10. In the Discount Terms text box, enter the cycle by which payment must be received for the discount to apply.
11. In the Discount Rate text box, enter the discount rate.
12. In the Finance Rate text box, enter the annual finance rate.
13. In the Retainage Rate text box, enter the rate of retention.
14. If the customer provides a purchase order for the job, enter the purchase order number in the Client PO# text box.
15. If the customer provides a contract number for the job, enter the contract number in the Contract# text box.
16. In the Contract Amount text box, enter the amount of the original contract.
On the Contacts and Personnel tab:
1. In the Architect text box, enter the vendor number of the architect or engineer.
2. In the Lender text box, enter the vendor number of the lending institution.
3. In the Statement Email box, type the email address to which you will send emailed statements to the client.
4. In the Estimator text box, enter the employee number of the estimator.
5. In the Salesperson text box, enter the employee number of the salesperson.
6. In the Supervisor text box, enter the employee number of the job supervisor.
7. In the Time Reviewer text box, enter the employee number of the person you want to review simple time entries for this job.
  Note: This option is available only if you have subscription license for Sage 100 Contractor.
8. In the Job Access List text box, click the Edit list of users with security access to job button to select up to five users with security access to this job.
9. To receive warnings about expired or potentially missing vendor certificates for this job, the Do not check job for missing vendor certificates option cannot be selected.
  Select the option only if you want to turn off these warnings.
10. In the Contact grid:
  1. In the Contact Name text box, enter the contact's name.
    Note: The first contact in the list is considered to be the primary contact in reports.
  2. In the Job Title text box, enter the contact's job title.
  3. In the Phone# text box, enter the contact’s telephone number.
  4. In the Extension text box, enter the contact's telephone extension, as necessary.
  5. In the Email text box, enter the contact's email address.
  6. In the Cell Phone# text box, enter the contact’s cellular number.
  7. In the Fax# text box, enter the contact’s fax number.
  8. In the Other# text box, enter the contact’s other telephone number.
  9. In the Other Description text box, enter the contact’s other telephone number description.
  10. In the Notes text box, enter any applicable notes about the contact.
On the Project Dates and Sales Information tab:
1. In the Project Dates section, enter the job dates in the appropriate text boxes.
2. In the Sales Information section, enter the project and sales details in the appropriate text boxes.
On the Certified Payroll tab, enter information for Aatrix certified payroll reports.

Note: The First Payroll Period Ending Date field determines the first weekly Payroll Number submission for the job. The report number increases sequentially for each payroll weekly submission until the job is finished, regardless of whether work was done on the job.
If you are using phases, click [Phases] and enter the phases.
If you are using bid items, click [Bid Items] and enter the bid items.
Click File > Save.

Notes:

The Post expenses to WIP asset account checkbox does not affect whether the job appears in the WIP report.
The contract dates allow you to track important aspects of the project, but Sage 100 Contractor does not use these dates for any reports or documents.

Setting up the default taxability of cost types for jobs

In some regions, work that is normally not taxable becomes taxable when performing certain services on a job. Sage 100 Contractor provides you the ability to manage the taxability of cost types for a specific job. Sage 100 Contractor uses the tax rate from the sales tax district indicated in the job record, but uses the cost type taxability you set up in the Taxable Cost Types dialog box.