SAGE 300 C & R Timberline

Question

Newbie here. 
 Setting up Job Cost from older system; looking for suggestions on best way to number jobs. Currently use xx-yyzz (x=year, y=next job in sequence, zz=additional letters for exdtras, separate costs tracking). 
 Job number also integral part of purchasing; job no is beginng of the PO number. 
 Suggestions much appreciated, thank you! 
 John

Kathy Hood · Answer

We use 1700 numbers for each add on. I then go to the category setup and change the description for that particular add on noting what it is for. It shows up on the cost reports with that detailed description so I know what it pertains to

Harry Lee · Answer

John, 
 It's hard to say what is best Job # format. It really depending on your company's operation, and annual job volume. Some company have only a few very high price job a year while some other companies have thousands of small jobs a year. 
 Keeping the first segment as a reset trigger is a very good approach, then last segment as sequence number. You may need more segment in the middle if you like to be able to create reports and queries such as by team or division.....etc. 
 One biggest suggestion is not to use job# as prefix for your PO#. That's what many inexperience people love to do, but that doesn't provide much info and you are just clustering up the system. You can always query PO by Job regardless if Job# is a part of your PO#. In another word, you can always create report listing POs grouped by Jobs.

Jesse Gordon · Answer

Hi johnbenn, 
 Sage 300 CRE has a built in system for handling extras that you may want to take a look at. It allows you to track costs and revenue and contract amounts separately for just the extra and also combine them with the overall job. 
 Here is an overview from our knowledgebase at www.sageKB.com: 
 https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=23667 
 
 If you have Construction Sample Data installed, you can look at the extras set up for job 03-002 and see how they appear on reports. 
 Thanks!

Sage Construction & Real Estate

SAGE 300 C & R Timberline

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