Job Type

A Job Type defines the overall purpose of the Job. It is a high level description of what the job is about. For example, Installation, Service Repair, Preventative Maintenance, Warranty, etc.

In Job Type Setup, there are defaults that can be set that can impact the entire Job, but in particular, the Job Type can affect general journal codes.

Because a Job Type is specified in the Header of the Job, it affects (overrides) everything below it. Therefore, if a segment code is changed in a Job Type it will affect all codes within the Job for Services and Items (assuming in Company Options you have specified to override Items as well). The Job Type can therefore be used to redistribute revenue or costs to different G/L codes. That would allow the creation of one code to cover many purposes. Again, for example, setting up one generic labor code and using the Job Type to redistribute transactions to Labor Installation, Labor Service Repair, Labor Preventative Maintenance, Labor Warranty, etc., if you so choose.

The Job Type itself does not store any financial data; the Header of the Job document does.

Phase

A Phase is a subset of a Job and helps to define the core activities being undertaken within the Job. For example, a Job Type may be Installation. That does not tell you very much about the installation, but it does tell you what type of Job is being done.

Phases within the Installation job may be:

•Phase 1 - Rough In (this would contain all the costs associated with preparing the site for equipment installation)

•Phase 2 - Delivery and Installation (this would contain all the costs associated with the delivery and installation and may contain billing for product as well)

•Phase 3 - Diagnostics and Commissioning (this might contain all the costs associated with testing the equipment and commissioning it for use)

•Phase 4 - Handover (this phase might contain the costs in handing over such as training personnel, lubrication, first service, etc.)

Most confusion occurs because very often a Job only requires one Phase and a breakdown of activities is not required. Nevertheless the Phase is a profit center and primarily contains financial data within that Phase, i.e., costs and revenues. A Phase can also contain Equipment, Purchase Orders and other data.

A Phase can also be used to redirect G/L segments, but the Job Type will override the Phase if you use the same segment code, as it is higher in the tree.