Regardless of which method is used to create a Job, some fields on the Master/Subjob must be
populated in order to complete the creation process. These must be set up on the Master Job, and while they can be changed, Subjobs automatically inherit these properties.
Mandatory fields for Jobs and Subjobs are:
- Job Title
- Job Status
- Job Type
- Job Category
- Entered By
- Default Sales Account
- Default Cost of Sales Account
Of these mandatory fields, all but two (Customer and Job Title) can be set in the system configuration to default automatically.
Setting the Defaults
Job Status, Type and Category
Select the Defaults tab of the Eralis Job System Initialization screen to set the default values for new Jobs. When a new Job is created, the system will apply these values to the relevant fields on the new Job. A blank default value can be set in the System Initialization in situations where the values need to be manually set with each new Job.
The default Status, Type and Category can also be over-ridden for each user in the Employee Master Data.
In Eralis Job, a new GL Determination method is introduced based on the Job Type assigned to the Job. For this reason, when Job Types are setup in the setup area of Eralis Job, the following default fields can be defined:
- Cost of Sales
- Under / Over Recovery Accounts
When a Job is assigned to a specific Job Type, the system will issue a prompt to update the GL account fields accordingly.
When new Jobs are created, the system will automatically populate the Sales, Cost of Sales and Under / Over Recovery Accounts using the General Ledger accounts assigned to the default Job Type that has been set in the Defaults tab of the Eralis Job System Initialization screen.
The Entered By field indicates the project manager that is responsible for the project. This field can automatically default to the HR record in SAP Business One assigned to the user currently logged into the system, but this can only happen if the link between the HR record and the user account has been established by setting the User Code on the HR Master.