[JC] JC Job Copy

Job Cost> Programs> JC Job copy

JCJP1. Select your Job

Select F4 and select your Job Copy Template

Create a Job Copy Template to copy if you have not

JCJC2. Enter in your Job Number

Make sure you follow your numbering order and view your last entered job number

Press F4 to see the open list of jobs to see the last entered job

JCJC3. Edit the Description 

Suggestion: Customer-Description of Contract Job

JCJC4. Liability Template

Verify your Liability Template is correct

JCJC5. State

Verify your State is correct. This identifies where the project is located.

JCJC6. Verify your contract number

This should auto populate, verify it is correct.

JCJC7. Verify your description

This should auto populate, verify it is correct. 

JCJC8. Department

F4 to Select your Department

Example WIP jobs vs. Non WIP or if you have specific departments

JCJC9. Customer

F4 to Select your AR Customer

Is it the owner, is it the GC? Who will you be billing?

JCJC10. Tax Code, Ret %, Start Month

F4 to select a Tax Code if needed

Enter the retainage percent for the contract.

This can also be used as the default. You can create this PM Contracts>Info Tab> Default Retainage Field

Enter the contract's start month.

JCJC11. Additional Information to Copy

Select the checkbox of other items you want copied over from the job template 

JCJC12. Select Copy

Copy Select Copy once you're ready to copy the project

JCJC13. Select Yes OR No

You have successfully copied this project. If you are only completing one select "No". If you are going to be creating multiple select "Yes".

Go into Job Cost> Programs> JC Jobs

Go into Info Tab

Verify everything filled into the Info Tab looks correct

Go into Add'l Tab

Add'l Info Tab:

JCJC14. Fill in the Mailing and Shipping Address

PR Info Tab:

JCJC15. Select your PR Local Code

This field helps pinpoint the location of the job or project for tax purposes. You can either input a local code or choose one from a list. 

These codes are managed using the PR Local Codes form. If the option to use the local code for tax calculation is enabled, this code will automatically apply when recording timecards for this job/project in PR Timecard Entry.

JCJC16. Is it Certified Payroll?
Check this box if the job needs to be on Certified Payroll reports. If selected, the job will appear on the report according to settings in PR Employees. Leave it unchecked if the job doesn't require certification.

If Certified:
Project Intent ID: Enter #
LI County: Which County are you reporting for under Labor and Industries?

JCJC17. Start Date for Certifieds: If Applicable
If this job is on certified payroll reports, input the start date (when work began) for accurate week calculations on reports like PR Certified Payroll Transcript. This date should mark the end of the first week on the job/project.

JCJC18. Select your Craft Template
Choose a craft template here to set default pay rates for posting timecards to the project/job. You can enter a PR template code or select one from a list. 

Craft templates are managed in the PR Templates form, where you can add them to the template using the Craft Templates tab.

Reference the PR Craft Template How To link

JCJC19. Select your PR Overtime Schedule
Select the overtime schedule to calculate PR overtime for this job/project. You can input the schedule or choose one from a list by pressing F4. 

Overtime schedules are managed in the PR Overtime Schedule form.

Reference the PR Overtime Schedule How To link

Go into Job Cost> Programs> JC Contracts

Go into the Info Tab and verify the information copied over is correct

JCJC20. Enter Payment Terms

Input the payment terms or press F4 to choose from a list. Whatever you enter here will be the default for invoices in AR or billings in JB that relate to the contract.

Payment terms are managed through the HQ Payment Terms form. Press F5 in this field to open the form.

Note: If you've selected a customer in the Customer field, this field will automatically use the payment terms set up for that customer (found in the Payment Terms field on the Add'l Info tab of the AR Customers form).

JCJC21. Enter Tax Code

Enter a tax code or press F4 to choose one from a list. This will be the default tax code for new contract items on the Items tab.

Tax codes can be created and managed using the HQ Tax Codes form.



JCJC22. Select Default Bill Type

Select the default bill type for this contract. Each contract item will automatically use this bill type, but it can be changed as needed.

Silvertrek selects "Both"

- Progress: Bill costs based on percentage or units completed.

- T & M: Bill costs based on Time and Materials.

- Both: Bill costs on a Time & Materials basis with a Progress backup. Items billed this way start with T&M, then generate a matching progress billing.

- None: No billing through Job Billing.

JCJC23. Verify Contract Status: 1-Open

Use the Contract Status drop-down in the JC Contracts form, Info tab, to set the contract's status.

- Pending: Automatically set for all new contracts created in PM Contracts; changes to "Open" when interfaced.

- Open: Automatically set for all new contracts created in JC Contracts.

- Soft Closed: Posting is restricted, but closing GL entries aren't made. Automatically set when the contract is Soft-Closed in the JC Contract Close form.

- Hard Closed: Automatically set when the contract is Final Closed in the JC Contract Close form.

JCJC24. Contract Start Month
Enter the contract's starting month. This will be the default start month for contract items.

Items Tab:

JCJC25. Contract Item

Enter a number for this contract item, up to 16 characters. Items don't need to be sequentially numbered.
 
JCJC26. Enter the description
Enter the description of the contract item. This field defaults based on these rules:

- If a standard item code is entered, it defaults to the item code description.

- If not using standard regions/item codes, it defaults to the item description.

- If set up automatically via JC Jobs, the first item defaults to the job description; others default as described above.

- If imported from PM, it defaults to the description assigned in PM.

JCJC27. Enter the department

Enter the department for the contract item, or press F4 to select one from a list.

This field defaults to the department entered on the contract (JC Contracts > Info tab > Department field).

Departments, created and maintained using the JC Departments form, define which GL accounts are used for posting contract revenue and job costs.

JCJC28. Enter Tax Code

Enter the tax code to use as the default for Accounts Receivable (AR) and Job Billing (JB) transactions for this contract item.

This field defaults to the tax code on the contract, set up in the Tax Code field on the Info tab of JC Contracts.

JCJC29. Select UM - Unit of Measure

Scroll over to the right

Enter the unit of measure for the contract item, or press F4 to select one from a list. Enter "LS" for lump sum.

Other units can be posted to job phases associated with this item, but only this unit of measure will be sent to Job Billing.

Units of measure are created and maintained using the HQ Units of Measure form.

If you selected a Standard Item Code, this field will populate with the unit of measure from that item code.

JCJC30. Enter the Orig Units

Enter the original units for the contract item.

This field is active only when the unit of measure selected in the Unit of Measure field is not lump sum (LS).

Avoid entering any amounts related to change orders here. Changes should be managed using the change order forms in Job Cost or Project Management.

JCJC31. Enter the Unit Price

Enter the unit price of the contract item. This field is disabled if "LS" is selected in the Unit of Measure field.

Metric Conversions:

If using metric units of measure, this field defaults based on the conversion factor set up in JC Metric Conversions. If no conversion factor is specified, the unit price defaults to 0.00.

JCJC32. Enter the Orig Amount

Specify the original dollar value for this contract item.

If units and unit price are entered, the amount defaults to units multiplied by unit price.

You can override the amount, but the unit price won't recalculate. A warning will show if units/unit price might be incorrect, but the amount will be accepted. This lets you round the contract amount while keeping the agreed-upon unit price.

JCJC33. Enter Start Month
Specify the start month for this contract item. Initially, it defaults from the contract start month set in the header. This month will store the original contract amounts and cost estimates for this item.

JCJC34. Enter Retainage - If Applicable

Enter the retainage percentage for this contract item. When creating a new contract item, this field defaults to the retainage percentage set up on the contract (Default Retainage Percentage field in the JC Contracts form).

JB Info Tab:

JCJC35. Enter Customer Reference - If Applicable
It seems like you're looking for a simplified description or additional information to be included on an invoice related to time and materials (T&M) billings. Could you clarify what specific information or details you would like to include?