Setting Up Project and Job Costing
Follow the steps in this topic to set up a new Project and Job Costing system.
Before you start
- Install System Manager (including Bank Services and Tax Services).
- Install and activate other Sage 300 programs:
- General Ledger
- Accounts Receivable
- Accounts Payable
- Inventory Control
- If you are using them, Purchase Orders and Payroll
- Add job costing control accounts to your general ledger chart of accounts, including billings, revenue, cost of sales, and work in progress accounts.
- Add item records for the categories you will use with time and material projects.
- Activate Project and Job Costing.
Step 1: Select options and add setup records
- Use the Options screen and the G/L Integration screen to specify how your Project and Job Costing system will operate. For more information, see PJC Options Screen and PJC G/L Integration Screen.
- Design coding schemes for your Project and Job Costing records.
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Add records and print reports for:
Step 2: Add existing estimates and contracts to Project and Job Costing
- Use the Contract Maintenance screen to enter existing contracts and estimates. For more information, see Contract Maintenance Screen.
- Enter existing transactions.
- Print transaction listings.
- Post billing worksheets and print posting journals.
- Print other reports.
Step 3: Design formats for your preprinted forms
Design and test formats for printing invoices, credit notes, debit notes, and other reports, or adapt the sample formats to print on your own forms. For more information, see the online document Customizing Printed Forms.