Skip to main content

Introduction to Job Transactions

Introduction to Job Transactions​

The charging of cost to a job can be processed in four different ways:

  1. Select a specific job record and select Cost & Charges. Use the Job Costs screen to enter various costs to a particular job. See Job Costs and Charges for more details.

  2. If materials were issued to various jobs at the same time, then Product Transfer would be more appropriate. See Product Transfers for details.

  3. Issuing Purchase Invoices to various jobs at the same time (see Generating a Purchase Invoice in the Job Item section).

  4. Entering Timesheets against job record.

    Job Transactions Menu Bar To view the Job Transactions menu bar, select the Jobs tab (left of main screen).

    2978

Image Description

The ABM ribbon toolbar is shown displaying the job transactions menu bar. The Home tab is selected showing a toolbar with buttons organized into groups. The left section includes standard buttons for Change Company, Email, Add, New, View, Delete, Settings, Refresh, and Send To. The right section shows job-specific action buttons including Edit Estimate, Edit Formula, Timesheets, Costs & Charges, Create Purchase Orders, Sub-Contractors, and Project Invoicing. The Company and Job Actions groups are labeled beneath the respective button groups.

1825

Image Description

A secondary menu bar or tab strip is displayed showing job transaction navigation options. The tabs read: "Job Transactions", "Estimate", "Timesheets", "Costs & Charges", "Sub-Contractors", and "Project Invoicing". These tabs provide quick navigation between different job transaction entry screens.

Job Transactions menu bar

Jobs Tool Bar Each of the steps listed above are dealt with in more detail in the following sections. Each of screens that you will see also contain a tool bar that is standard throughout the software, as seen below:

2979

Image Description

The ABM ribbon toolbar is shown displaying the job transactions menu bar, identical to the one shown above. The Home tab is selected showing a toolbar with buttons organized into groups. The left section includes standard buttons for Change Company, Email, Add, New, View, Delete, Settings, Refresh, and Send To. The right section shows job-specific action buttons including Edit Estimate, Edit Formula, Timesheets, Costs & Charges, Create Purchase Orders, Sub-Contractors, and Project Invoicing. This toolbar is the standard toolbar available across job transaction screens.

Estimate tool bar

This tool bar has the following options, which can be accessed at any time:

  • Open: Opens the selected job from the main screen for editing or viewing.

  • Printing: Select Printing to view your printing options. You can print journals in batch later, change the printer settings or print a batch of journals.

  • Line Items:

  • Insert Blank Line: Inserts a blank line between job details.

  • Remove Highlighted Line: Removes the highlighted line in the job details grid.

  • Send To Excel

  • Send the details of the estimate to Excel for further analysis.

  • Cancel: Clears all the information on the current fields.

  • Save & New: Processes the information in the current fields and begins a new item.

  • Save & Close: Processes the information in the current fields and exits to the main selection window.