Articles
Custom Job Costing Buckets in SedonaOffice
The Custom Job Costing Buckets are used if you want to break down miscellaneous Job Expenses for up to three distinct labels.
Job Expense Types are then linked to the appropriate custom job costing bucket. These three custom buckets are design...
Changing the Customer Site on a Job
Description of Issue:
We accidentally chose the wrong site on the job. How do we update the job site?
Fixes:
If there are no tasks approved that lock or invoice the job, you should be able to update the site by going into the Work Ord...
SedonaOffice Editing and Inactivating Job Types
Question:
I’m looking to reduce the size of our Job Types list. What will happen if I alter or set a Job Type that is currently in use?
Answer:
If you have a Job Type that is currently being used and it is set to Inactive s...
How to Add Parts from Tech Trucks (Warehouses) into Jobs
There are times where techs may have to use other parts on a job that was not assigned prior to the tech going on site. This can cause some confusion on what parts need to be either added to the job or keep the inventory balanced. Below are ...
Correcting Job Sales Summary Billed Amount in SedonaOffice
The Total Non Recurring Billed amount on the job sales summary screen can often become out of sync with the actual amount that has been billed on job invoices. The following script can be run to force the system to recalculate the Total Non Recurri...
Equipment not Transferring from Job to Customer in SedonaOffice
Description of Issue:
Customers may submit a case stating, I closed my customer's Job, but the equipment on the Job did not transfer to the customer’s account.
Fixes:
The customer must make sure the following steps in Sedona are...
Giving Permission to Approve Job Tasks in SedonaOffice
Description of Issue:
User is unable to sign off on a Job Task from the task list in a job. On attempting to sign off on a Job Task they are getting a message stating that the user group doesn’t have access to sign off on it.
Resolutio...
Job Management – Change Customer
If the incorrect Customer was selected when creating a Job this may be corrected if the Job has not been invoiced.
Job Management
Open the Job and select the “Work Order” tab on the left Job Panel.
At the bottom of...
Job Management – Change Site
If the incorrect Site for the Customer was selected when creating a Job this may be corrected if the Job has not been invoiced.
Job Management
Open the Job and select the “Work Order” tab on the left Job Panel.
...
Re-Invoicing RMR Thru a Job in SedonaOffice
When a job is invoiced, if the job includes RMR, this is what writes the RMR line to the customer record.
If there’s something wrong and the job has to be re-invoiced, those RMR lines do not get added to the invoice.
If they did, it would ...
Runtime Error 5 in Job Queue when Invoicing
Issue:
When trying to invoice jobs in Sedona Office under open job list I get the Run-Time error ’5’: Invalid procedure call or argument.
One possible cause for this message is that the customer acco...
Job Management Install Items
Description of Issue:
When creating a Job and adding details in the Install section of the Job, what table holds the Install Item codes available in the dropdown list?
Resolution:
These items are held in the AR_Item...
How to Reverse Job RMR Through a Reversal Change Order
After any change orders are entered on a job, any changes afterwards needs to be done by doing a change order. This also applies when RMR either needs reversed or changed. The following steps will guide you through the reversal process.
...
How to Pull a List of Jobs with Change Orders
The article will show how to use the Job Query Builder to pull all jobs that have had some type of Change Order done.
Overview:
The steps below will show what fields to use, criteria to use to pull records in a certain timeframe, and displ...
How to Allow Costing to Closed Jobs
Issue:
Customer is running into issues while attempting to add costing to jobs through bills and receiving a message that costing cannot be added to the closed job and wants to know why this is and how to resolve.
Resolution:
If...
How to Assign UserGroups to a Job Task in SedonaOffice
The steps below will go over how to assign user groups to certain job tasks. Without these groups being assigned to the specific job tasks they will not be able to sign off on any of those type tasks in jobs. These steps are done in SedonaOffice v...
How to Add New Install/RMR Options to the Job
Issue:
Customer is trying to add a new line item to Installs or RMR but they are not able to add it as it is not available in the dropdown menu on the job.
When they try to select a new Recurring Item or a n0ew Install Item, they’re only...
How To Update a Job if it is Locked
Issue:
The customer needs to make some changes to a job but it is locked.
Resolution:
The first thing to address is how was the job locked. There are several different ways that a job can be locked and some of them cannot be unlo...
Resolving Error Closing Job - Error Checking for Parts Issued and Reconciled! 94 Invalid Use of Null
Issue:
Receiving error when trying to close a job. Error received is “Error Checking for Parts Issued and Reconciled! 94 Invalid use of Null
Resolution:
Most commonly, this error is caused by missing part detail. You can u...
How to Setup a Job Task and Add it to a Job
Issue:
Customer needs to add a new Job Task to Job
Resolution:
To add a new Job Task and add it to a Job Type:
Go to SedonaSetup > Job Tasks
Click New button at bottom of the Tasks list
Add t...
Custom Job Costing Buckets Setup
The job custom costing buckets have their own setup tables. To use the job custom costing buckets follow the steps below. Navigate to SedonaSetup – Setup Processing (JM) Select the Custom Job Buckets tab Name the buckets, assign a WIP account ...
Researching Job Costs
While researching costs on a specific job, users often navigate to the Cost Details tab. This can be helpful as a quick reference to gather basic information about which receipts/bills are assigned to the job, but this tab should not be used for a d...
Quick Summary of Job Costing Reports
Job Cost Summary – Basic job costing report. Has various criteria for job selection. Shows cust#, job#, cust name, site name, sold date, and labor hours estimate and actual. Also includes estimates and actuals for billed amount, material, labor,...
Job Costing Setup Tables Priority Order
The three primary job setup tables are:
Job Types
Install Company
Setup Processing (JM)
The above list is in priority order. There are some GL selection fields that appear in more than one of these tables. If you enter a GL ...
Script to Insert OE_Job_Parts Records from Backup Table
Issue: There may be a need to restore records from a backup of the OE_Job_Parts when working on a data issue. Resolution: The records can be copied into the original table from the backup if needed. The script below can be used to restore the...
Appointment Updates for System Caused Data Errors for Customers Who do not Send Labor to the GL
Sometimes a job cannot be closed due to open appointments. Customers should correct these appointments through the front end, by navigating to the service module, removing the times entered to the appointment already, then navigating back to the job...
How to Add Additional Job Tasks to a Job
Sometimes jobs can require more Job Tasks to be done on them. What happens when there are no additional tasks that can be added? How can more be added to the job? This article will go through the steps needed to add the additional tasks. These s...
How to Delete a Job
Sometimes jobs are added to a wrong site or even system. A question was asked, “Can I delete this job that is wrong?” The answer is yes the job can be deleted. The step below will show how to do this for SedonaOffice versions 6.2.x.
Ov...
Scripts to Fix Bad a Timesheet in a Job
Note – this script should only be used if the SedonaOffice system has caused a problem on a timesheet. This script should not be used to correct data entry errors the customer has done. If a customer enters the time wrong they should correct this by...
How to Mark Commissions as Paid
You can Mark Commissions as Paid to remove a Job from a Commissions Report.
If the Job is currently closed, then you will need to Re-open the Job.
This will only affect the Reporting and will not affect GL.
Job – Custom Fields
...
Select Job Records from The Previous Day
Issue:
We would like to be able to create a list of jobs each morning that were created on the previous day using a SQL Job.
Resolution:
The formula below will take the current date and subtract one day using the Creation_D...
Script to Insert OE_Job Records from Backup Table
Issue:
There may be a need to restore records from a backup of the OE_Job table when working on a data issue.
Resolution:
The records can be copied into the original table from the backup if needed. The script below can be u...
Script to Insert OE_Job Records from Backup Table
Issue:
There may be a need to restore records from a backup of the OE_Job table when working on a data issue.
Resolution:
The records can be copied into the original table from the backup if needed. The script below can be u...
How to roll-up charges on a Job Invoice into one single line item
This article will cover how to roll-up charges on an invoice in the printing preference screen.
Overview
Roll-up Parts to a single Item - This option is related to Job type invoices. If you have invoiced your customer for individual ...
How to Add Custom Fields to Jobs
The Job has a specific area called Custom Fields for information that companies want access to but there's nowhere else for it to go, much like the presence of Custom Fields on the Customer.
To add the necessary fields go to SedonaSetup ...
How to Provide User Access to the Quotes Tab in Jobs
If you have a user that cannot access Quotes in Jobs, follow the process below. Usually there is a Quote option in the Job, located under Tools.
Resolution:
This is due to permissions in the User’s User Group. Check the User Group...
Job Appointment Options
SedonaSetup – JM – Install Companies
Appointment Options
Select a Dispatch Method if Jobs will be scheduled using the SedonaSchedule.
No : Selecting NO allows you to schedule Job Appointments within SedonaSchedule but...
How to Grant Access to View Pay Rates and Amounts on Job Time Sheets
Issue:
Customer has users who need to view the Pay Rate and Amount on Installers in Job Time Sheets. Right now, they’re only able to see the pay rate as Regular but they need to be able to view the actual Rate and Amount.
Resolu...
How To Correct an Invoiced Job to Remove a Part
Situation: User has invoiced the whole job. Afterwards, they realized that a part should have been removed from the job prior to invoicing and now need to correct the issue. Proposed Resolution: Open the invoice. If there is an advanc...
Job not appearing in search
When searching Sedona for a job, if the customer the job record belongs to is cancelled, the job will not appear in the search. The job, just like other items, will appear if you add the criteria to the search for a customer and mark ‘Include Canc...
How To Update Job Task Defaults
Issue: User would like to update the defaulted information showing up in the Job’s tasks. Resolution: To update the Job Tasks defaults, go to: SedonaSetup > Job Types in the JM area Locate the Job Type being used and select it from t...
How to Troubleshoot RMR Items in a Job when None are Showing in the Drop-down List
There are times when Change Orders happen during a job. These change orders can change RMR items as well. What happens when the RMR item that is needed is not showing up in the drop-down to select. Follow the steps below to find and fix this issu...
Adjusting Used Labor
Sometimes, a technician does not correctly Depart from a job. This leads to an excessive amount of used labor. While the cost can be journaled, the only way to reduce the used labor is to go back to the appointment and correct the depart ti...
Cannot Change the Job "Bill To" on a Subaccount
Subaccount
Open the Subaccount for the Job where the "Bill To" needs to be changed, and right-click on Customer Information. Select "Edit Customer Setup".
If the box for “All Sub Account Invoices Billed to Primary Master” is selec...
How Job Timesheets are Created
There is a setting under Install Companies that controls how Job Timesheets are created.
SedonaSetup – Install Companies
Go to SedonaSetup > Install Companies.
Select the Install Company linked to the Technician.
Appoin...
How To Export a User’s Job Queue into Excel
Job Management
From the Job Queue, highlight the top line and press CTRL + C on your Keyboard.
Open Excel and press CTRL + V on your Keyboard.
...
A GL Account is Not Available on the Expense Tab of a Purchase Order linked to a Job
When a PO is linked to a Job, the Job Type setup controls whether or not a GL Account is available on the Expense Tab.
Purchase Order
Create a New Purchase Order and select a Job Number.
Go to the Expense Tab and select the drop-do...
What determines when a Closed Job is Being Recognized.
Job Tasks
When all Job Tasks have been approved and the “Close Job” button is selected within a Job, the Job Close Screen will open.
The Job Information section states - Enter the date the Job was completed.
This date will be...
How To Update the Job Number on a Paid Vendor Bill
Question:
Once payment is made to a Vendor Bill, is there a way to change the job number for costing?
Resolution:
Once a payment has been made, it will lock the bill down so that it cannot be deleted or edited.
The best wa...
Job Costing and Job Costing Reporting
The PowerPoint from the 2017 SedonaOffice Conference Job Costing webinar can be found h ere .
Job Sales Reversal Do's and Do Not
Job sales reversals do:
Reverse Install items, Recurring, Materials
Prevent everything on a job from being edited except returning parts to stock
Prevent jobs from being reopened
Job sales reversals do not:
Re...
Job Invoicing/Sales Summary Issues
Job Invoicing/Sales Summary issues What types of issues are covered by this document: Customer says job invoices have an incorrect value and need to be changed. Customer says they need to make changes to the job to correct invoicing. Customer...