The Overbill field was developed for owners/managers to add an additional unit cost to stock products that is not a part of the material cost or the freight cost. Only Users with permission to see or adjust Overbill will have access to this field. The Overbill amount will not increase inventory value; it is simply for Job Cost purposes. In order for the cost to be factored into the A-J Level Pricing, make sure that the “Include OverBill In (A-J) Pricing” option in the Company Control level settings is set to “Y” for yes. (See the System Maintenance Manual for more details.)
This Overbill value will be sent to the Job as a cost when a Purchase Order is created or when inventory is assigned. For Job Cost purposes, the Overbill amount will be factored into the total cost of the material and will reduce the base used to determine salesperson commissions (provided commissions are based on Margin and not Total job). This amount will not be reflected in the Review P.O. History feature in the Accounts Payable Open Item Maintenance module. In the Owner Functions menu, the Overbill / Overhead Job Cost Margin Report will display true job cost information and will break out the total Overbill amount collected on each job. Please Note: The Owner Functions menu will be the only place in the system to view true job cost once you use either the Overbill or Overhead Percentage options (available in Job Type Maintenance).
To add an Overbill amount for material on a PO (ex: special orders), you can do so via the field below:
To add an Overbill amount to an existing inventory item, access the field below in Inventory Maintenance. In order to see this reflected in Job Cost in the Quote and Order Entry when the inventory is first assigned, you will need to designate the catalog item as a Stocking Item.