Jobs

Overview

Jobs let you track where material is being delivered to or from, method of delivery, job-site contact information, pricing levels, and even job phases.

You get to this form by selecting Maintain | Jobs from the menu or by clicking a lookup icon on a form field associated with Jobs.

The use of Jobs is optional. The maximum number of Jobs is unlimited.

Common Elements

The Toolbar, ID, Name and Inactive elements function the same for all forms under the Maintain menu. Default values for new records can be defined by editing the Default Record.

Operated By

Operated By points to one of your Customers or Vendors (CV's).

General Tab

The General tab lets you describe the Delivery Method and job-site specific contact information for the job.

Pricing Tab

The Price Level and Tax Code used when Ticketing will normally be based on the Price Level and Tax Code set for the Customer or Vendor (CV) operating this job. You can override the price level and tax code for this job using the Pricing tab. Click here for more information on how EZScale calculates Net Price during ticketing.

To ensure that you don't override the CV settings unintentionally, you must check the "Override CV's Pricing Level & Tax Code" box before you can select a Price Level and Tax Code. If you later uncheck the "Override CV's Pricing Level & Tax Code" box, the Price Level and Tax Code lookup fields will reset to their default values and be disabled.

Phases

The Phase tab, shown below, lets you record general information about Job Phase Types that you have defined. To view or edit different phases, you must select them from the Phase Type lookup list.