Open the job record screen

1. Open 3-5 Jobs, Accounts Receivable.

Enter job header information

1. In the data control box, enter the job number.
2. In the Job Name box, enter the full job name.
3. In the Short Name box, enter an abbreviated job name.
4. In the Job Status list, select the job status.
5. In the Job Type list, select the job type.

Enter general information

1. In the Client box, enter the client number.
2. Enter the client's address in Address 1, Address 2, City, State, and Zip.
3. Enter the sales tax district in Sales Tax District, if applicable.
4. Enter the payroll locale in Payroll Locale, if applicable.
5. In the Income Account box, enter the default income account.
6. In the Department box, enter the department number, if needed.
7. Select Requires certified payroll reporting, if needed.
8. Select Post expenses to WIP asset account, if needed.
9. In the Due Terms box, enter the due cycle.
10. In the Discount Terms box, enter the discount cycle.
11. In the Discount Rate box, enter the discount rate.
12. In the Finance Rate box, enter the annual finance rate.
13. In the Retainage Rate box, enter the retainage rate.
14. In the Client PO# box, enter the client's purchase order number, if provided.
15. In the Contract# box, enter the contract number, if provided.
16. In the Contract Amount box, enter the original contract amount.

Enter contacts and personnel

1. In the Architect box, enter the architect or engineer vendor number.
2. In the Lender box, enter the lender vendor number.
3. In the Statement Email box, enter the statement email address.
4. In the Estimator box, enter the estimator’s employee number.
5. In the Salesperson box, enter the salesperson’s employee number.
6. In the Supervisor box, enter the supervisor’s employee number.
7. In the Time Reviewer box, enter the reviewer’s employee number.
   • This option requires a Sage 100 Contractor Time subscription license.
8. In the Job Access List box, click "Edit list of users with security access to job", and select up to five users.
9. Leave "Do not check job for missing vendor certificates" unmarked if you want expiration warnings.

Enter contact details

1. In the Contact Name box, enter the contact’s name.
   • The first contact becomes the primary contact in reports.
2. Enter the job title in Job Title.
3. Enter the phone number in Phone#.
4. Enter the extension in Extension, if needed.
5. Enter the email address in Email.
6. Enter the mobile number in Cell Phone#.
7. Enter the fax number in Fax#.
8. Enter another number in Other#.
9. Enter the description for the other number in Other Description.
10. Enter any notes in Notes.

Enter project dates and sales information

1. Enter all job dates in the Project Dates section.
2. Enter project and sales details in the Sales Information section.

Enter certified payroll information

1. Enter Aatrix reporting certified payroll details on the Certified Payroll tab.
   • The First Payroll Period Ending Date sets the first weekly Payroll Number.

Enter phases or bid items

1. Click Phases to enter phases, if used.
2. Click Bid Items to enter bid items, if used.

Save the job record

1. Click File, Save.

More information

• The Post expenses to WIP asset account option doesn't affect WIP report visibility.
• Contract dates help track project details, but Sage 100 Contractor doesn’t use them for reports or documents.

Getting Started: Sage 100 Contractor and Sage Estimating integration (SQL)