NAVIGATE TO HOW TO’S UNDERNEATH THINGS TO KNOW

Things/ tips to know…

  • The ONLY person who should be applying a PO to jobs named “safety supplies” and “consumables – shop supplies” is ROB. NO exceptions!

  • “Van Stock” will not exist. If a guy is buying something it needs to be charged to a job as regular materials

  • Any tool big or small needs approval from the shop and will be charged to the “TOOLS” job.

    If they are at HD buying a hammer and duct tape they need TWO POs. One for the job number and one for the tools job.

  • ALL POs are BASIC on enter POs screen

  • When creating a PO never choose/ change the GL code - this should always auto populate in the line item section - the top is to remain BLANK

  • PO “creator” will be assigned by going to the addl tab and finding the Buyer Dropdown and choosing your name

  • Return POs The description should indicate that it’s a return and the original PO R(og PO) anything else after that you wish with a negative $amount (either -$1 or if you know the price -$xx.xx)

    ex. R (15512-4621) -$1

  • Return Warranty POs same as above except add a W

    ex. WR (15919-4352)

  • Warranty jobs will now be numbered (last 2 of year)W(original JN) with description W job name (warranty expiration)

    ex. Warranty for job 4073 = 24W4073 W Sunbean Coffee (1/5/24)

  • All construction/service sales jobs will be (last 2 of year)xxx the next number in line

    ex. 24001 > 24002> 24003

  • Warranty jobs need both a start date (todays date) and an end date (warranty expiry date) on the addl tab

  • Tax Authority is assigned at the SITE/JOB level not at the customer level

  • Every site and job needs the AR tab filled out to it’s fullest possible extent

  • The left side and right side of the AR tabs will only match if the billing and job site info are the same. This includes the left sides “site contact”

    if there is a S/D to a construction site (we are billing the GC) your phone number on the site side will be 000-000-0000 contact “construction site” once this site turns into a S/D site fill in the correct info for the on-site contact.

    if you do not have the phone number for the on-site contact of a S/D job (not construction) use # 111-111-1111 << this is your indicator this information needs to be found and filled in.

    000-000-0000 = Construction site | 111-111-1111 = ACTUAL on-site contact info needed for S/D

  • Allocating time summary (details on use and approve timecards)

    • Shop work = Shop time job

    • Training & meetings = Training job

    • ESST/sick time = ESST job

    • Job specific work (regardless of location) = Specific job

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