Entering Job Information Details

The Job Information tab from the Credit Controls window allows you enter common contacts, define the job sales limit, the lien days, and other details. After the information is set, you can track the Job Information from A/R Inquiry either through the bill-to customer or from the job account customer. A/R Inquiry labels the account as a Job Account on the window when the information displays. For more information, see Inquiring About A/R Job Information in Accounts Payable.

If your customer has more than one job, create a separate job account to track those job details. That account would be marked as ship-to only. For example, you could have one customer with three ship-to accounts to cover the three jobs he is currently handling. Each job has individual primary contacts and an independent job limit.

To enter job information for a customer:

From the Maintenance menu, select Customer and display the customer for which you want to enter Job Information details.
From the Pricing menu, select Credit Controls to display the Credit Control Parameters dialog box.
Click the Job Information tab.
Use the available fields to enter specific job-related information.

You must be assigned the CUST.CREDIT.EDIT authorization key to edit the Job Information fields.

Field...	Description
General Contractor	The main contractor managing the job.
Property Owner	The person who owns the property where the job is being handled.
Primary Contact	The first point of contact for the job. The system uses the primary contact listed in Customer Maintenance in the Contacts tab.
Secondary Contact	The next point of contact for the job. The system uses the secondary contact listed in Customer Maintenance in the Contactstab.
Job Limit	Enter a sales dollar limit on a job. This job limit works with the combined value of the total sales (paid or unpaid) from the date the job was started plus any open orders. If the quantity ordered exceeds the job limit, a message to that affects displays on the Sales Order Entry Body window, and normal credit control parameters go into affects to prevent the order from being printed or processed. For more information, see Reviewing Customers' Credit Standing. Note: This job limit directly affects jobs created and managed in the Job Management application.
Job Type	The job type for the project, such as Private or Public. For example, in order to know whether to file a lien or make a bond claim you need to know if it’s public (bond claim) or private (lien). These job types are defined in the Valid Job Typescontrol maintenance record.
Nature of Project	The type of project, such as residential or government. Use the select button for a list of valid project nature types. These are defined in the Valid Job Nature Typescontrol maintenance record.
Lien Days	The number of days past the shipment days for the customer job that triggers a lien procedure if no value is entered for a state. If not overridden, shows default lien Days based on customer’s state, uses the Job Lien Days By Statecontrol maintenance record.
Lien Filed	Select the check box if a lien has been field for the customer. Selecting this check box activates the Lien Filing Date field and causes the Lien Filed field in the A/R Job Information window in Accounts Receivable to be set to Yes. In addition, this populates the Lien Filed column on the Credit Lien Report.
Lien Filing Date	The last date a lien was filed on the customer. This date displays in the A/R Job Information window in Accounts Receivable. In addition, this populates the Lien Filing Date column on the Credit Lien Report. Note: If the Lien Filed check box is selected, this field is required. If the Lien Filed check box is not selected, this field is view-only.

Save your changes and exit the window.