Job - Budgets
Menu Selection: Document - Job - Budgets
Purpose
This document allows the user to establish a budget for a job.
Prerequisites
The customer (Debtor - Account) must exist in the system. The Supervisor (Jobs - Supervisors) must exist in the system. If the Cost Items As Sub Accounts feature setting is not set to = 'Y' in the company data, then Work Centres (Jobs - Work Centres) must exist in the system.
Context
This document is used to create or adjust budgets for a job. This is useful to compare the cost estimate for the job against actual costs.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Job No | Yes | Type in or search for the Job to establish a budget for. If you enter past the field, a Job number will automatically be allocated. |
| Customer | Yes | Type in or search for the customers billing address key. |
| Site | Yes | Type in or search for the customers site address key. |
| Supervisor | Yes | Type in or search for the supervisor of this job. |
| Job Closed | No | Displays a red tick if the job is closed. No further entries will be able to be made to the budget document if the job is closed. |
| Bill To | Yes | Displays the name and address of the customer to be billed for the job. |
| Site | Yes | Displays the name and address of the customer's site where the work is to take place. |
| Job Name | Yes | Type in the job name. |
| Item To Adjust | Yes | Building name or c/- address line |
| Reason | Yes | No & name of Street |
| Adjustment Date | Yes | Name of the company or individual |
| Adjustment | Yes | Building name or c/- address line |
Lines of the Document |
||
| Field | Enterable? | Instructions |
| Cost Item | Yes | Type in or search for the work centre or the cost item. |
| Description | Yes | Type in the description for this item. If using work centres, the description field is automatically filled in. |
| Date | Yes | Type in the date of variation. If this is an initial entry, leave this field blank. |
| Budget | Yes | Type in the dollar estimate for this item. |
| Hours | Yes | Type in the estimated number of hours for this item. |
Transaction Processing
| Button | Description |
| Adjust | Clicking the Adjust button will add the information contained in Item To Adjust, Reason, Adjustment Date and Adjustment to the budget on a new line. If the Item to Adjust can not be found, the item will not be added. |
From Here
Once a budget is established, reports that compare the budget to the actual costs can be run.