The Sage 50 Jobs Navigation Center has two tabs that display information and access points related to your company's jobs.
Some of the data that appears in the Sage 50 Navigation Centers can be drilled down on. These spots are marked by blue text. Just click it to go to a related window displaying detail information.
The Job Tasks section provides a graphic representation of the flow of tasks you can use to record job information, as well as access to those tasks. It also provides access to windows where you enter/maintain job, phase, and cost code information.
Job Maintenance Options
At the top of the section are three buttons that take you to maintenance options:
Jobs: Click this to select from a menu of job maintenance options:
Phases: Click this to select from a menu of job phase maintenance options:
Cost Codes: Click this to select from a menu of job cost code maintenance options:
Tell me more about using cost codes and phases with my jobs.
Change Orders: Click this to select from a menu of change order options:
Tell me more about using change orders.
Job—Task Flow
The task flow shows you the various areas of Sage 50 where you can apply jobs. Applying jobs to the associated transactions allows you to keep track of income and expenses for your jobs. You will typically assign jobs to line items on transactions by selecting the job in the Job field.
The Jobs section lists all jobs entered through Maintain Jobs. There are six columns of information for each job:
You can sort the information in any of the columns.
View Detailed List: Click this button (at the top of the section) to see the Job List, which includes detailed information for all jobs.
Right-click menu: Right-click the Jobs section to see a pop-up menu with the following options:
The Recently Used Job Reports section lists the five most recently opened reports relating to Sage 50 jobs. If this is a new company and you are accessing the Jobs Navigation Center before opening any job reports, the following default reports will be listed:
To see a report on the computer screen, click the View link opposite that report. To print the report, click the Print link opposite the report.
At the bottom of the section, there is View All Job Reports link; click this to go to the Sage 50 Select a Report window with the list of Job reports preselected.
To do this, simply click the drop-down next to the Job ID field and select the job. The screen will automatically show you only data for that job.
Tip: For jobs that use phases and cost codes, you can select a job/phase/cost code combination. If you just want to select the job, you will need to type the job ID in the field and then press Enter. (Sage 50 Premium Accounting and higher)
Click the Recent Selections link below the Job ID field.
You can search for jobs using any of the following information:
To do so:
Note: The search is not case-sensitive. "LAND" is the same as "land". You can also enter just part of the information, like one word in the job description and search on that. Sage 50 will find partial matches.
Yes. After you have selected the job, select the View attachments for job link. This will open the Attachments dialog where you can view, add, or delete attachments for the job.
Credit Memos: This section displays credit memos that have been created for the selected job.
Purchases/Inventory Received: This section displays purchase invoices that have been entered for the selected job.
Sales Invoices: This section displays invoices that have been created for the selected job.
Vendor Credit Memos: This section displays vendor credit memos that have been created for the selected job.
You can:
Note: These settings will be saved and appear the next time you view this screen. You can close the filter controls by clicking Advanced search.
Simply, click the Make this the default page button in the toolbar.
To do this:
Note: These changes will be saved and will appear the next time you view this screen. They are also saved on a per user basis. That is, each user of Sage 50 will have individual settings.
To change which lists appear:
Click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.
There may be times where you want to have the same list of information, for instance, Sales Invoices for Job, show on your screen filtered different ways. To set this window up in this way, click Customize this Page and use the Settings window. Tell me more about this window including step-by-step instructions.
Yes, you can do this by double-clicking the transaction or data that you want to see. Once it opens, you can edit it, and sometimes void or delete it.
Note: You must click Refresh before the changes will show up on the screen.