Job Master Maintenance - Customer Job Entry

Program/Screen: CXCJBM/CXCJBM20

Description:

Use this screen to enter detailed information about a customer jobRecord that represents a particular work site for a customer..

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• Navigation

• Fields

• Function Keys

• Related Programs

Navigation

This is typically the third screen in the Customer Job Maintenance program.  Access it by selecting a job from the Customer Job Selection screen or by pressing F6=Add from that same screen.  Enter or update the details of the customer job, and press Enter to save the record.

Unique Job Maintenance Screens

Job Maintenance - Launch

Job Maintenance - Customer Job Selection

Job Maintenance - Extended Information

Job Maintenance - Customer Job Entry

Billing Functions

Pre-lien Information

Assign Order/Authorized User

Additional Program Screens

Project Maintenance

Sales Representative Split Maintenance

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Fields

Customer number

Displays the unique number assigned to the customer.

Billing Information

Name

The customer's job name for billing purposes.

Address 1

Line 1 of the customer's job billing address.

Address 2

Line 2 of the customer's job billing address.

City

The city of the customer's job billing address.

State

The state or province of the customer's job billing address.

Zip

The postal code of the customer's job billing address.

Business Phone

The customer's main billing phone number for the job.

Shipping Information

Name

The customer's job name for shipping purposes.

Address 1

Line 1 of the customer's job shipping address.

Address 2

Line 2 of the customer's job shipping address.

City

The city of the customer's job shipping address.

State

The state or province of the customer's job shipping address.

Zip

The postal code of the customer's job shipping address.

Fax

The customer's main fax number for the job.

Project

If applicable, enter an identification for a projectGrouping of multiple customer jobs working on the same development venture. that links this job with other customer jobs.  Projects allow you to link multiple jobs together for maintenance and reporting purposes.

County

For tax purposes, enter the county where the job is located.  This field is used by those locations who are subject to SMM taxSpecial Mobile Machinery tax levied on large equipment that is transported in the state of Colorado..

County Code Maintenance in the Cross Application Maintenance module is used to define these counties and whether they charge SMM tax.  Use control record CNTYRQ to make this a required field when creating a rental contract.

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Job number

Enter a number to identify the job, or leave this field blank and let the system assign a number based on the setting in control record NXTJOB.

Job location

Enter an abbreviated description of the job location that prints on contracts and displays on search screens.

Within city limits

Indicate whether the job site is within the city limits.  This setting is used by Vertex to determine whether special taxes apply to rentals and sales related to this job.

Purchase order number

If applicable, enter the purchase order number associated with this job.  If you don't enter a purchase order number here, you can enter one at the transaction level.

Map page

Enter the page number identification found on your map for the job's shipping address.

Map grid

Enter the grid identification found on your map for the job's shipping address.

Contact name

Enter the name of the person who is the main contact for this job.

Market segment

Enter the code that allows you to track transactions for this customer and job as part of a user-defined market segment.  Set up market segment codes using Default Codes on the Cross Application Maintenance menu.

Territory

If there is a territory assigned to the customer, that territory number displays, but it can be changed.  Enter a territory code for sales representative assignment and analysis purposes.

Type

Enter a code to classify the job for sorting on the invoice audit report.  Valid codes include:

• A - Active

• C - Completed

• PC - Pre-lien Completed

• PF - Pre-lien Filed

• S - Suspended

User authorization required

Indicate whether the customer job requires a verified authorized signature for rental or sales transactions.  If this is set to Y, you can press F4 at the Signature field in rental and sales transactions to access a list of authorized users for the customer.  Authorized users are set up by pressing F8 from the Customer Master Maintenance screen.  The setting here overrides the setting in the Customer master.

Purchase order number required

Indicate whether a purchase order number is required from the customer in order to complete a transaction in the system.

G/L type

Enter a code such as C for Capitalized or E for Expensed that classifies the job for general ledger transactions.  If this field is left blank, revenue for this job is distributed based on the regular general ledger distribution accounts.

Sales representative

Assign a sales representative to this job.  If a sales representative has been assigned to the customer, that number displays, but it can be changed.

SIC code

Enter a code to place this job into a standard industry classification.  This setting is useful when sending out marketing information that you want to apply to a specific industry such as contractors or carpenters.

Tax district

The tax district code for this job.  If you are integrated with a tax software package, the district may be based on the Delivery setting.  If Delivery is set to Y, the shipping information is used for tax purposes.  If it's set to N, the tax information comes from the location creating invoices for this job.

Delivery

Indicate if equipment will be delivered to this job site.  If Delivery is set to Y, the job or customer shipping information is used for tax purposes.  If it's set to N, the tax information comes from the location creating invoices for this job.  This setting can be changed at the rental contract level.

Source/Routing code

Enter a user-defined code to indicate how this customer heard about your company.

Cycle bill code

Enter the code to indicate how the customer will be cycle billed for contracts related to this job.  Valid codes are:

• 2 - Biweekly

• A - 28 Day Cycle

• B - 30 Day Cycle

• C - Calendar Bill

• D - Daily Bill

• E - Exact Day Billing

• I - Exact Day Billing Over 1 Month

• N - Never Bill

• Q - Quarterly Billing

• F - Semi-Monthly (15th and Last Day)

• S - Semi-Annual Billing

• W - Weekly Billing

• X - User-Defined

• Y - Yearly Billing

For more information on cycle bill codes, see the Cycle Bill Codes white paper and the Billing Code X User Guide.

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Prorate

Indicate if you want to prorate rental charges for this job.  Prorating occurs when equipment from the contract is returned and cycle billing has occurred once.  When you prorate a contract, the system bills the customer a portion of the weekly or monthly rate for anything over a month when the equipment is returned.

Auto Fax/Email

Indicate if you want to fax (F) or email (E) documents related to this job.  If you do not want to fax nor email, enter N for neither.

Contract number

Enter a contract price number for this job.  Contract pricing allows you to set up discounted rental rates for one or more customers that apply for a specified time frame.

Country code

Enter or accept the country code for the job location.  This code defaults from the customer master, but it can be changed.

Net

This field displays based on settings in the USECOD control record.  If that record is set to use the Use code, and you are using the Use code to set net rates, the label for this field is 'Net.'

If this field is 'Net,' and the value for Net means use book rates in the MANDSC control record is Y, you cannot change the rates on a manual contract.

Labor contract number

If a labor-only contract has been set up for this job, enter the number here.

Function Keys

Related Programs

Customer Master Maintenance

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