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Internal Job Entry - Stages

Micronet creates a default stage for a job when you first create the job. For simple jobs, this might be the only stage needed. However, bigger and more complex jobs might have several stages. For jobs such as these, you need to create the job stages when you first create the job. This is because Micronet asks you to allocate materials, labour and text to the appropriate stages when you add them to the job. (However, you can change the stage that materials or labour are assigned to if required.)

When a new job is created, Micronet automatically creates an initial stage for the job based on the default setting entered in the Department master file (refer to "Adding a New Department"). For example, this initial stage may be numbered 1.

You can create additional normal and/or variation stages for a job at any time. You create variation stages when there is additional work to complete that was not included when you first created the job. The stage type (normal or variation) denotes the way Micronet deals with the stage.

Creating stages and variations allows you to sub-group job transactions into cost groups for reporting and budgeting purposes. That is, job transaction reports can be printed in stage order if required.

Because each job will have different requirements, you setup the stages and variations individually for each job.

To create a new stage or variation for an internal job:

  1. Display the Internal Job Entry screen.

Refer to "Managing Internal Jobs".

  1. Select STAGES.

Micronet displays the Job Variations screen.

  1. If you want to:

If you selected to add, insert or edit a job stage or variation, Micronet displays the Enter Stages screen.

  1. Complete the following fields:

 

Field

Value

 

Stage Number

Enter a unique ID for the stage or variation (up to 10 characters).

 

Description

Enter up to three lines of description for the stage or variation.

 

Type

Select whether you are creating a Normal job stage or a Variation stage. The stage type determines whether the costs posted against the stage are added to the New Contract Amount or accrue against Total Variations to the main contract amount on the Job Variations screen.

 

Status

For variation stages only, leave the status as Unapproved until the stage is approved. When you set the status to Approved, the Amount you enter on this screen is added to the Total Variations on the Job Variations screen.

 

Approved By

For variations only, if you selected Approved in the Status field, enter any reference or the name of the person who is approving the variation.
 

Amount

Enter the total dollar value of costs to be posted against this stage or variation.
 

Invoiced To Date

This field is not used for internal jobs.

 

Next Claim

This field is not used for internal jobs.

  1. If you want to enter budgets for the stage or variation, select the the Budgets button.

Micronet displays the Actuals and Budgets screen. The Cost fields on this screen are only displayed if your user security allows you to access cost prices (i.e. they are not displayed if the Show Cost on Inquiries field on your user ID is set to No - refer to "Maintenance - Edit UserIDs - 1. Main").

  1. Complete the following fields:

 

Field

Value

 

Actuals

 

 

Hours

For each cost centre, Micronet displays the actual hours (labour) already posted against this stage or variation.

 

Cost

For each cost centre, Micronet displays the actual cost of sales (labour and/or materials) already posted against this stage or variation.

 

Charge

For each cost centre, Micronet displays the actual amount already charged to the customer for this stage or variation.

 

WIP

For each cost centre, Micronet displays the amount of the Cost already charged to the customer for this stage or variation. This does not have to be the full amount of Work in Progress (WIP); a portion can be held over for future invoices.
 

Budget

 
 

Hours

For each cost centre, enter the budgeted hours (labour) for this stage or variation.
 

Cost

For each cost centre, enter the budgeted costs (labour and/or materials) for this stage or variation.
 

Charge

For each cost centre, enter the budgeted amount to be charged to the customer for this stage or variation.
  1. When you have finished entering budgets for the stage or variation, select the Accept button.

Micronet redisplays the Enter Stages screen.

  1. Select the Accept button.

If you selected to add a stage or variation, Micronet redisplays the Enter Stages screen so you can add further stages or variations.

  1. If there are any user defined questions (UDQs) defined for job stages, select the User Question button and enter the answer to the question(s).

For more information about using the User Defined Questions screen, refer to "Edit - User Information".

  1. When you have finished entering stages or variations, select the Cancel button.

Micronet redisplays the Job Variations screen showing all the stages and variations for the job.

  1. When you have finished maintaining stages and variations for the job, select the Ok button.

Micronet redisplays the Internal Job Entry screen.