Module Implementation and Setup

Learn about the tasks for implementing and setting up the Job Cost module.

Define and Analyse Current Business Requirements

This step is an important prerequisite before the job cost module is activated for use. It involves a review of your current business processes for JC functions. Analyse your requirements, to determine how Greentree Desktop should be set up to support your business needs.

You should also review your existing reports to determine how Greentree Desktop reports will meet your needs.

Your Greentree consultant can help you prepare your business requirements definition, and help you to understand how Greentree Desktop satisfies your process requirements.

Determine Data Conversion Method

You must consider how you will transfer open jobs from your current system into the system. This is applicable if you are already using a job cost system. There are two ways you could do this:

Enter open jobs into Greentree Desktop.
Create jobs using the FREE functions. If this method is selected, you must extract job information from your current system, and manipulate it within Excel before applying formulas to load data into Greentree Desktop.

Note: You can use the JC Adjustment forms to adjust cost and/or sales values to jobs for jobs that are in progress when you convert. You can enter adjustments, or add them using the FREE adjustment function (for costs only).

Review and Define System Setup Parameters

This task involves reviewing the system setup options, and determining which codes/parameters must be set up to support your business processes. These should be completed in this order:

Set up Profit Centres - Profit centres are used in multiple Greentree Desktop modules, so they are defined on the System Setup form.
Define Job Cost Module Control Parameters - Assign job cost Module Control defaults and parameters. These define the rules associated with how you intend to use job cost function to support your business.
Other Codes and Controls - There are several set up areas relating to using job cost function. These include:
- Activity Codes and Groups.
- Profit Centre Groups.
- Sales Codes.
- Charge Types.
- Employee Codes and Types.
- Job Status Codes.
- Job Type Codes.
- Job Price Books.
- Work Centres.
- JC User Preferences.
Create Jobs - When you have completed the set up, you can create new jobs on the JC Job Maintenance form, and begin entering transactions against jobs.

Develop Procedures Documentation & Train Users

When you have set up the Job Cost module to meet your business needs, you should update your process and procedures documentation as required, if the process or function differs from your existing system. You should train key people in your organisation to use the Job Costing module.