47 Overview to System Setup

This chapter contains the topic:

47.1 About System Setup

Before you use the Job Cost system, you should define certain information to customize the system to your business needs. The system uses the information you define to work with your jobs. You should set up the following information:

Name Description
System constants You set up Job Cost system constants to determine whether your system:
  • Calculates projected final costs and unit quantities

  • Maintains an audit trail of changes to projected final cost and unit quantities

  • Maintains an audit trail of changes to budget information that relates to Methods of computation A and R

  • Automatically relieves open commitments when you post A/P vouchers to the Account Ledger table (F0911)

  • Displays the committed amount on reports and forms as total commitments or total contracts

Automatic accounting instructions Automatic accounting instructions (AAIs) define the integration between the Job Cost, Contract Management, and General Accounting systems.
Next numbers Use next numbers to assign numbers to items that must have unique numbers, such as draw reports. The Next Numbers program determines how these numbers are assigned.
User defined codes You use user defined codes to customize your system to your specific business needs. You can set up many user defined codes, including codes for the following:
  • Job categories

  • Ledger types

  • Account categories

  • Units of measure

  • Projected final business unit types

  • Budget amount and unit ledger types

  • Annual close budget ledger types

  • Contract types

  • Summarize and close ledger types

  • Cost code master chart types

  • Chart type edit fields

  • Inquiry ledger types

  • Profit recognition entries

Job status inquiry You define the columns, formats, and paths used to display job status information on the Job Status Inquiry form.
Chart types and model jobs You set up chart types and model jobs to create standard cost code structure information that you can copy into your jobs and then modify for each job.

Additionally, if you plan to use Enhanced Subledger Accounting in conjunction with the Homebuilder system, you must set up the Enhanced Subledger Accounting values.

System setup consists of:

  • Setting up system constants

  • Defining automatic accounting instructions

  • Setting up next numbers

  • Understanding user defined codes

  • Revising user defined codes

  • Setting up Job Status Inquiry

  • Setting up chart types and model jobs