Main

Use the Main tab to set general Job Cost parameters.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Use Masterfile Audits/Last Journal Number

Select this option to record audit trails for this module. Greentree records all masterfile changes you make.

Timesheets

Week Ending Day

Select the day on which a working week finishes. This is used in the Timesheet Entry form to enable easier data entry and grouping.

Use Split Weeks

Select this option to use split weeks in Timesheet Entry. If you select this option, when the end of a month (period) falls mid-week, you can enter timesheet transactions with split week ending dates to split across the periods for posting to the general ledger.

If you don't select this option, the entire transaction will be posted into the next period, even if the first part of the week belongs in the current period.

Use Start/Finish

Select this option to enter timesheets using the employee entering start and finish times, rather than a single quantity of hours.

Use Employee Disbursements

Select this option to generate a disbursement transaction during timesheet entry.

Inventory transfers

Generate Price from Inventory

Select this option if the selling price for inventory job issues is to be obtained from the inventory item price.

Generate Price from JC Price Book

Select this option if the selling price for inventory job issues is obtained from a JC Price Book.

Cost base for estimates

Select the base cost that to apply to line estimates for inventory items. Greentree uses the base cost for the item, as specified in IN Cost Maintenance. Estimates are created for jobs in the Job Estimate form.

Warn of outstanding POs when invoicing

This option enabled if the Purchase Orders module is used by the current company. Select this option to display a warning when invoicing a job (or sub-job) that has purchase orders which have not been received or invoiced using Accounts Payable. If you don't select this option, no warning displays during invoice entry.

Use Current Estimate for Job Value

Select this option to use the current estimate's total retail value as the job value. If selected, the job value updates each time the current estimate is changed.

Allow Invoiced estimate lines to be deleted

Select one of these options to apply when deleting an estimate line that is invoiced, or when deleting an estimate that has invoiced lines:

No warning - The line(s) are deleted without warning you that the line is invoiced;
Error - An error message prevents the deletion of a line estimate if it is invoiced;
Warning - A warning message displays when an invoiced line estimate is deleted.

Hotprint enabled

Select this option to enable users to print documents directly from the JC AR Credit Note Entry and JC AR Invoice Entry functions. If this option is not selected, or if the user does not have hotprinting enabled, clicking the Print button in JC AR Credit Note/Invoice Entry opens the report form.

Use Projects

Select this option to use Job Project function to:

Indicate that a job is a project and will have sub-jobs attached to it.
Display a project hierarchy in JC Maintenance.
Review job totals (sales, costs, WIP, and the like) at the sub-job level, or at the project level.
Prepare job invoices at a sub-level, or project level.
Output information to Job Management Reports using the job sub-level or project level.
Restrict transaction entry so users can only select project jobs (and related sub-jobs).

If you only want to be able to select project jobs (and subsequently an attached sub job if applicable), click the option to Limit jobs by project.

Allow Job Code Auto Generate at Job Template Level

Select this option to apply the automatically-generated job code at the job template level, rather than system-wide. Greentree generates job codes based on a system-wide range if the At Module Control Level option is selected. If you select this option, you can define a job number range, prefix, or suffix in a template. It is different for different job templates.

Allow Job Code Auto Generate at Module Control Level

Select this option if the automatically-generated code is to be applied system-wide and no job code is entered in Job Maintenance, Greentree generates one using the range, prefix, or suffix you entered when this option was selected.