Language:


The Item Register and the Job Costing Module

Please refer here for full details about the Item register in general use.

You should enter separate records in the Item register for each product and service offered by your company. For the purposes of the Job Costing module, this will include Items that are time-based, such as labour and consultancy, which you should enter as Service Items:

Enter materials and purchases (non-time Items that can be registered against Projects from Time Sheets, Purchase Invoices and Expenses) should be entered as Plain Items. You can only use Plain and Service Items in Time Sheets, and only Service Items in Activities.

Plain Items can be treated either as materials or as purchases. This distinction is made on the 'Pricing' card of the Item window, using the Treat Item as Material on Project check box. The difference between materials and purchases is that, subject to the Project Item Handling setting, purchases can be included in Sales and Purchase Orders that you can create from Project Budgets and materials cannot.

When entering Items that you anticipate will be registered against Projects using Purchase Invoices or Expense records (usually these will be purchases and materials), refer to the Markup % field on the 'Pricing' card. In these situations, this field will be used to calculate how much the Customer is to be charged for such Items. The Markup will be added to the Purchase Invoice or Expense amount or to the Item's Base Price, depending on the Project Item Pricing options in the Project Item Handling setting.

---

Go back to: