Proposal - Job Maintenance

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Job Maintenance is the process of defining the work to be done and then applying labor, materials, and purchases as expended.  
 
From the Menu Tree or the Windows Drop Down menu select Proposal/Job Cost and then select Job Maintenance.  
 
menutreeproposaljobcost1  
 
The Work Order Maintenance Table is displayed.  
 
kwikslsproposalworkordermaintenancetable1  
 
Press the Change button to modify a work order or the Insert button to add a new work order.  
 
The Work Order Maintenance Form is displayed.  
 
kwikslsproposalworkordermaintenanceform1  
 
Enter a unique Work Order Number and then select the customer and date for this work order. Now mark the status as open.  
 
Enter a general description of the work to be completed.  
 
The list at the bottom of the screen will display a table listing the jobs for this work order.  
 
To add a job to the work order, press the buttoninsert1 button. The Job Maintenance Form is displayed.  
 
kwikslsproposaljobmaintenanceform1  
 
If not already selected, select the General tab.  
 
The Work Order Number is pre-set. Enter the Job Number and optionally the estimates.  
 
NOTE: Job Numbers are decimal fields so that changes etc. can be added to the job.  
 
            Example: Job Number 1 – Get necessary permits.  
             Job Number 1.1 – Change permit.  
 
Enter a description for this job.  
 
Fill in a verbose description of the work to be completed.  
 
The list at the bottom displays a table listing the detail transactions applied to the job.  
 
 
 
Press the buttoninsert1 button to add transactions to the job. The Job Detail Form is displayed.  
 
kwikslsproposaljobmaintenanceform1  
 
Work Order and Job Number fields are pre-set. Select the type of entry as Labor, Materials, or Purchases. Labor and Materials are self-explanatory. Purchases are materials or services that must be acquired from outside your company.  
 
Next buttonselect1 the date and employee associated with this charge.  
 
If you are entering materials, buttonselect1 the Item Number. For Labor and Purchases the field is pre-set.  
 
Finish the form by entering a description, units (quantity), and the unit price.  
 
An extended description can optionally be added.  
 
To complete the form, press the buttonok1 button.  
 
Control is returned to the Job Detail Table.  
 
Repeat this process for all detail and all open jobs.