Labeling Job Cost User-Defined Fields

You can label numerous user-defined fields in many Job Cost windows. You can save the defaults or change the names, as necessary. If you make changes, select File > Print to print a report before saving. This provides you a copy of the original settings.

Job Maintenance User-Defined Fields

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Job Maintenance. The default user-defined fields in the Job Maintenance window appear.
2. Change the names and select Save.

Change Orders User-Defined Fields

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Change Order Entry. The default user-defined fields in the Change Orders window appear.
2. Change the names and select Save.

Change Order Status User-Defined Fields

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Change Order Status. The default user-defined descriptions in the Change Order window appear. These descriptions will appear in the Status drop-down list in the Change Orders window.
2. Change the names. If you modify change order reports using Report Writer, the internal name is used, not the new description you assign in this window.
3. Select Save.

Invoice Styles User-Defined Fields

Job Cost provides nine document styles for printing customer invoices. You can change the default invoice names. For example, if you use the Text Invoice style for downpayment invoices, you could name the style "Downpayments."

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Invoice Styles. The default invoice names appear. The internal name for each style appears in the right column. If you modify reports using Report Writer, you must use the internal name, not the new description you assign in this window. 

   

   You must open the Invoice Style Setup window and save the displayed information, even if you do not plan to change default invoice names.

2. Accept the defaults or enter a new description for each invoice style. When you print a Job Cost invoice, the names you enter appear on the Invoice Reports drop-down menu.

3. Select Save. 

   

   If you select to modify any of the invoices in Report Writer, you must modify each invoice three times: unposted invoices, posted invoices, and history. If you need assistance, call WennSoft Support.

Subcontractor/Vendor User-Defined Fields

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Vendors. The default user-defined fields in the Subcontractors Maintenance window appear.
2. Change the names and select Save.

Standard Purchase Order User-Defined Fields

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > PO Standard Text to open the Standard Text Entry window.
2. Enter a PO text ID and enter the text to display on the purchase order. You can define multiple purchase order standard text entries.
3. Select Save.

Job User-Defined User-Defined Fields

1. Select Microsoft Dynamics GP > Tools > Setup > Job Cost > User-Defined Label Setup > Job User-Defined.
2. Label the third and fourth fields in the upper portion. The fields have attached lookup windows that open the Microsoft Dynamics GP Employee lookup list. You could label these fields to display an additional project manager, engineer, or other employee title.
3. Label the remaining fields. The format of the fields is as follows:
   • 16 text fields
   • Two currency fields
   • Two date fields
   • Two checkbox fields
   • Ten active user-defined fields. Active user-defined fields are customizable user-defined fields. They can be defined to return various forms of data in read-only format. Unlike other user-defined fields, users don't enter data in active user-defined fields. You can select which active user-defined fields are visible by marking the Visible checkbox next to each field. Contact WennSoft Sales for assistance with programming the active user-defined fields.
4. Select Save.