Open topic with navigation

Setup Questions User Codes - Job Cost

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Field List

Refer to the following for more information: User Codes - Associated Pages.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.
5. Refer to the Setup Questions User Codes - AP, AR, PO document for help with setup of AP, AR and PO User Codes.

Questions for User Codes - Job Cost

Account Group

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Contract Type

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Department

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Estimator

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Owner Class

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Project Manager

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no checkmark.

—If yes, click the check box to add a checkmark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Retainage

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Sales Representative

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no checkmark.

—If yes, click the check box to add a checkmark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Superintendent

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Technical Representative

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

Work Type

Make this an Active User Code?

Circle one: Yes, No.

On the screen:

—If no, accept the default of no check mark.

—If yes, click the check box to add a check mark.

Description

What is the name that I want to use in the related submenus for this User Code?

Enter a name if different than the default Description: _____________________________________

See Also

User Codes - Associated Pages