Set Up a Job

Use this procedure to set up a new job record.

Click the Jobs navigation aid in the Customers & Sales Navigation Center and select New Job.

Sage 50 displays the Maintain Jobs window.

Enter a new job ID and complete the necessary job information. You can use the Setup Advisor located on the right-hand side of the screen as a guide.
Select the Use Phases to track jobs in more detail check box if you want to use phases for this job. You can access this option later, if you are undecided at this time. (Sage 50 Premium Accounting and higher)
If you want to enter another job, click Save and New. Otherwise, click Save and close the window.

Note: Marking the Inactive check box in the Maintain Jobs window indicates that the job is no longer used. This field is checked to make the job available for year-end purging. Sage 50 will display a warning message if you try to use an inactive job.

What do you want to do next?

Enter estimated job expenses and revenue
Print a job estimate
Enter beginning balances for a job
Copy job information to a new job
Delete a Job
Set up job cost codes
Set up job phases
Set up job statuses
Use job statuses to manage your jobs
Perform other job costing tasks
Read the job setup overview