Overview:
The Job Type Information Types window allows you to define different types of jobs to be used primarily for reporting purposes. The job type Most PENTA workbench panels and reports list Job Type as a standard column making this the preferred grouping for many operations reports. The Job Type window also allows you to define default values, some of which are listed below:
- Revenue Recognition Method for Lump Sum, Cost Plus, and Unit Price contact contract types
- Loss Recognition Rules
- Costcode Breakdown Structure
- Default Sales, AR, AP, Over/Under Billing accounts
- Default Cost Types and corresponding general ledger account #
- Default Forecast Calculation Rules
- Job Copy Rules
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- By defining default data at the job type Job Type level, it streamlines the job setup process by pulling in the default information resulting in less data entry
- Key data element when reviewing project reporting
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- Project Management > Setup > Job Types
Video:
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