Applies to: RollMaster (RM) Core
Use this article as a reference for the Job Type Maintenance module, including structural creation of mandatory 2-character market segment codes, claim isolation parameters to filter sales reports, automatic tax profile enforcement, and overhead margin padding configuration.
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Job Type Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
The use of Job Type Codes in the system provides very valuable Sales Analysis information. It is a required field of entry on every Job, and used primarily to track the different markets your store services, i.e. Residential, Builder, etc. These Job Types can be general or detailed, however most new setups will have a suggested list pre-set in their systems upon start up. Below we have included a sample listing of Job Type Codes to use as a reference. When you enter this module, a Job Type Maintenance screen will appear as follows:
All existing Job Types Codes in your system will automatically appear in this screen. The Code column displays the current two-digit Job Type Codes, while the Description column displays the description for each code listed. If you click on a Code to highlight that line, you can then right-click the mouse to see two options as follows: Edit Job Type and Delete Job Type Code. You can also double-click on an existing Job Type Code to edit. Please Note: If any relevant sales history exists in your system for a Job Type Code, you should not delete that code. To add a new one, click the Add button at the bottom right of the screen. A new screen will appear as follows:
At the Code field, type a 2-character alpha-numeric code for the Job Type. In the Description field, type a more descriptive explanation to help other Users distinguish between Job Types. The Sales Type section will default to Normal. This Sale Type will not create any change in the system, and will be the type used for most Job Types. The Claim option, when selected, will effectively remove Mill or Installer Claims jobs from your Invoice Register, Job Cost Margin, and Work in Process – By Invoice Date reports, as well as from the Sales Analysis and Sales Analysis (Owner’s Version) modules. Many customers have requested that the system not include claims in their regular sales information, though they still need the data on their financials and in receivables. If Claim is selected in this field, the system will handle any Order with this Job Type in the manner described above. On the Invoice Register and Invoice Register History, those orders will not be included in the total and the report will display the following at the bottom of the register: * - Claims not included in Total. The register will then display a Claims count and total. For historical purposes, any Jobs that have previously printed on an Invoice Register that have this Sale Type will be reported as a Claim. As for Sales Analysis changes, Claims Jobs will automatically be excluded. However, if you would like to see analysis on Claims Jobs only, in one of the Report Selection options, you can select Job Type and then type the specific Job Type code for Claims Jobs to only see those Jobs. The Layaway option was developed for large commercial dealers and should not be used without consulting RollMaster Customer Support.
The Overhead Percent field was added so that a percentage amount in whole numbers can be added to the total costs on each Job. This field can be used to capture overhead costs on each Job. It is tied to Job Type Codes because many times overhead can be higher on certain types of jobs than others. It can also be used to inflate costs by a small percentage so owners are not hit so hard on the bottom line when problems arise on a Job. This added cost will not be broken out in the normal Job Cost screens, it will only be added to the total cost on the Job (before any Overbill value), which will then be reflected in the base used to determine salesperson commissions (provided commissions are being programmed on Margin and not Total job). In other words, the commission base will be reduced by the total Overhead Percentage amount and the bottom-line profit and margin totals on the Job will be adjusted accordingly. The Overhead Percentage amount will not inflate your inventory value, it will not show up in the Purchase Order or Receive Inventory modules, and it will not be reflected in the Review P.O. History option in the Accounts Payable Open Item Maintenance module. It is simply a tool for owners/managers to recoup some overhead costs. In the Owner Functions menu, the Overbill/Overhead Job Cost Margin Report will display true job cost information and break out the total Overhead Percentage amount collected on each Job. If you do not wish to use this feature, leave this field blank.
Next, click the applicable Tax Type option for the code. This option sets a default for the way tax should be calculated on different types of jobs. This field was added here so that it can be preset and Salespeople will not be allowed to change the Tax Type unless they change the Job Type Code. The options for this field are Contract for Use Tax or Invoice for Sales Tax. The Contract option will apply the tax percentage to the cost of material and the Customer never sees this figure; the Invoice option will apply Sales Tax to the total of the Job, less labor if applicable, and the Customer sees the tax amount.
The Labor/Special Tax Prompt, when checked, will set the default Tax prompt for Labor and Special Charge lines to “Y” for yes based on Job Type. Leave this field unchecked if the Tax prompt on these job lines for the Job Type should default to “N” for no. The Inactive box should only be checked to hide this Job Type from lookup screens within the system. Rather than delete a Job Type with history for Sales Analysis purposes, it is best to set them to Inactive.
The highlighted section in the screenshot above are fields that appear in the Company Control 1 screen of the System Control Maintenance module under an option titled Enable Service Charge. They also appear in the Branch Control 2 level screen with the same name, as they can be set up by Branch, which overrides Company. By including them here, they can now be set up by individual Job Types. If you wish to set them up on this level, you don’t need to set them up on a Company or Branch level, but you do need to turn on the Enable Service Charge control in Company Control 1. If you do have this set up on a Company or Branch level, you can use the Exclude From Service Charge checkbox to prevent a particular Job Type from having this calculation performed.
If you are unfamiliar with this feature, here is how it works: This option was designed to help flooring dealers recoup the miscellaneous costs associated with flooring installation such as freight, supplies, waste, warehousing, and other miscellaneous expenses, so it can also help with job costing items like RealPage, Vendor Café, Recycling, and various other things, like fuel surcharges. It will calculate on material cost only, unless you set it otherwise using the last two fields in the screen above. You will first enter a Product Code for this Special Charge, which should be set up ahead of time. You will then enter an amount for the Service Charge as a percentage. For the Invoice Verbiage, type how you would like this to appear. You can also use the next field to replace the term Sales Tax with something else. The next option allows for including any lines that have been previously invoiced to the Service Charge calculation. The next option determines whether a Service Charge can be calculated on jobs with zero tax rate. To cost a Service Charge amount to the job for job costing and commission purposes, enter that percentage in the next field. The next field determines if Service Charges will apply only to Contract (Use Tax), Invoice (Sales Tax), or Both. At the next option, if you wish to show this line as a separate Line Item, type a “Y” for yes. And the final two options determine whether you wish to include Labor and Special Charge lines in the calculation. These will default to “N” for no, so only change them if you want to include them.
And finally, the Alt. Commission Code field is tied to the Alternate Commission Plan feature located in the Salesperson Maintenance module and should only be accessed if that setup is complete and being used in the system. Otherwise, leave this field blank.
The Branches option in the top left corner of the Job Type Maintenance screen allows for editing Job Types across Branches. When you click on that option, the system will prompt a Job Type Active in Branch box as follows:
The default setting is for all Job Types to be active in all Branches. In this screen, you can click in the Inactive column next to a Branch to set the Job Type as Inactive in that Branch. Or you can click the Select All button at the bottom right to make the Job Type Inactive in all Branches.
When you have finished entering the data for a new Job Type, click the Save button before exiting to keep your changes. If you do not wish to save or wish to start over, click the Cancel button.
In systems where the Inventory Cut Sheet module has been enabled and where the option “Do you want to Allow Cut Sheet settings by Job Type” has been set to “Y” for yes in the Company Control 2 screen, you will see those options appear at the bottom of the Job Type Maintenance screen as follows:
Please Note: This option will most likely be utilized for dealers specializing in Property Management and Builder work.