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Overview:

The Job Information window is used to create the Job record in PENTA.  Each Job has a unique Id that is used to track job cost, revenue, billing, etc.  The Job Information window captures the sales tax, payroll, invoicing, and other rules needed for running the job from start to finish.  Many different roles in a company can use the Job Information to review and confirm Jobs are set up correctly so the system applies the rules accurately.

Benefits:

  • Unique rules for any given job can be assigned
    • Union
    • Invoice not to exceed amounts
    • Payment terms
    • Sales Tax Jurisdiction
    • Per Diem Amounts
    • etc.

Roles:

  • Project Manager
  • Project Coordinator
  • Payroll Manager
  • AR/Billing Manager
  • Sales Tax Manager

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