The Job Estimating and Accounting module offers a flexible approach to pulling together the resources needed to produce items or equipment, or perform services. The notion of a ‘Job’ means many things to different companies. The Fitrix Job Estimating and Accounting module takes a generic approach to managing the resources needed to complete a job, as well as the intended purpose of a job’s deliverables.

Jobs can be established to:

• Produce a highly customized saleable item or items from a combination of off-the-shelf materials, uniquely fabricated prototypes, predefined assemblies, or any combination.
• Establish a large-scale project consisting of:
  • Materials purchased to inventory
  • Labor from multiple departmental areas with multiple rates
  • Services contracted to third parties
  • Miscellaneous costs charged from indirect departments
  • End products to be sold to customers
  • Capital equipment to be used for internal-only purposes
• Perform simple to complex repairs for proprietary or third-party equipment
• Re-work, repair or replace products originally sold under warranty

Jobs are closely integrated with other Fitrix modules, to support a single point of entry for transactions that have a business impact and job-related characteristics:

• Inventory Control – Items previously set up in inventory are included in the definition of a job, and are issued to jobs when needed
• Material Planning – Items needed on a job are included in Material Requirements Planning, to ensure the required materials are purchased or produced with the correct quantities and dates
• Accounts Payable – Miscellaneous charges can be automatically charged to jobs
• Purchasing – Releasing a Job can include automatic creation of Purchase Orders to buy needed material, and perform third-party services
• Production Order Processing – Releasing a Job can include automatic creation of Production Orders to manufacture needed items
• Labor Processing – Labor transactions are entered for Production Orders created by Jobs
• Accounts Receivable – Jobs are invoiced based on installments, percentage of completion, or job completion, and sent to Accounts Receivable for aging and payment
• General Ledger – All job-related transactions that have a financial impact are sent to the General Ledger

Features/Function Highlights

Job Estimating/Entry

• Job Type – User-controlled; defines business categories
  • Internal use only
  • Re-sale to customer
  • Warranty work
• Customer – for jobs related to a saleable product or service
• Estimated cost and revenue (if applicable)
  • Enter manually at a summary level, OR
  • Roll-up from cost category details
• Dues dates
• Payment types and schedules, for billable jobs
  • Installment plans
  • Percentage of Completion-based
  • Job completion
• Cost categories and sub-categories
• Materials – both pre-defined (stocked) and custom
• Labor – multiple skill levels, internal and external rates
• Miscellaneous Charges – internal and re-chargeable
• Outside Process – third-party services
• Copy capability from previous jobs and categories

Job Release

• Converts estimate into active job
• Auto-creates new custom items
• Auto-creates purchase orders for items defined ‘to buy’
• Auto-creates production orders for items defined as ‘to build’

Job Status Reports and Inquiries

• High level view of:
  • Estimated vs. actual cost
  • Estimated vs. invoiced amounts
• Drill-down capability into all categories and sub-categories
• All data exportable to spreadsheets for further review

Job Transactions

• Charge materials to jobs
• Charge labor and overhead
• Miscellaneous charges
• Outside process charges

Job Invoicing

• Review chargeable categories
• Automatically generate based on payment types and schedules
• Management review and override capability
• Automatic feed to Accounts Receivable and General Ledger