Notes
Outline
Maintenance Contracting
Order/Job Entry
Introduction
This tutorial is designed to introduce you to the Setup as related to Order/Job Entry and then to the Order/Job Entry process itself
What you will learn in this session is how to set up SLICEplus for Order/Job Entry and how to enter a Order/Job into the SLICEplus software
Additional information on how to set up the software is covered in classes, in the SLICEplus manual, and the F1 function key online help feature
Master and Control Tables
These tables provide the data for the process; Customers and Prospects, Inventory, General Ledger accounts, etc.
For example, once your customer database is entered, the customer may be selected for creating estimates and jobs
Inventory is used in estimating and Order/Job entry to calculate your price.
GL Chart of Accounts
In Master Tables you first set up your Chart of Accounts.  Your Chart of Accounts is a listing of all the accounts (assets, liabilities, revenue, and expense accounts) that make up your General Ledger.  In Maintenance Contracting these accounts will be used in the following areas:
Control Accounts, Customer Type codes, Job Type Codes, Inventory, Job Contracts, Production, Payroll, Invoicing, Accounts Receivable, Accounts Payable, and Job Costing
Control Tables
The following Control Tables need entered prior to creating a Order/Job in SLICEplus
Defaults
Salesperson Codes
A/R Terms Codes
G/L Control Accounts
Customer Type Codes
Tax Codes
Customer Type Codes
Salesperson Codes
Tax Codes
A/R Terms Codes
A/R Terms Codes
A/R Terms Codes
A/R Terms Codes – Discount %
A/R Terms Codes – Discount Days
A/R Terms Codes – Net Due Days
A/R Terms Codes – Finance Charge Days
G/L Control Accounts
Master Tables
The following Master Tables must be entered before proceeding to Order/Job Entry
Customers
Inventory
Customer Entry
Inventory
Order/Job Entry
To start with the process click on the Order/Job button on the Main SLICEplus screen.  Here you enter the customer and items that make up their order
The List Price of the item will determine the price
If you are lump sum billing then you will be able to enter the appropriate contract amount
If you are Even-billing or  Monthly Billing then you will be able to enter the individual Monthly amounts
Order/Job Entry
You may create the Job from a previous estimate
Or, you may just create the Job
Order/Job Entry
Order/Job Entry – Customer #
Order/Job Entry – Customer #
Order/Job Entry – Customer #
Order/Job Entry – Customer #
Advisory Message
Customer Entry/Update Advisory Message
Order/Job Entry – Customer #
Order/Job – Creating a New Order
Order/Job – Creating a New Order
Order/Job – Creating a New Order
Order/Job – Creating a New Order
Alternate Address
Order/Job Entry - Contract #
Order/Job Entry - Purchase Order #
Order/Job Entry - Customer Type
Order/Job Entry – Salesperson #
Order/Job Entry – Tax Code
Order/Job Entry – Terms Code
Order/Job Entry – Project Ready
Order/Job Entry – Expiration Date
Order/Job Entry – Comments
Order/Job Entry – Attention
Order/Job Entry – Item Entry
Order/Job Entry – Item Entry
By Item #
Order/Job Entry – Item Entry
By Search By
Order/Job Entry – Item Entry
By Cross Reference
Order/Job Entry – Item Entry
By Cross Reference cont.
Order/Job Entry – Item Entry
Non-Stock Items
Order/Job Entry – Quantity
Order/Job Entry – Unit of Measure
Pricing
Prior to entering items on estimates or orders, the cost of the item along with the factor code are set up for each item.  The value of this effort occurs when items are entered and the price is automatically computed.
Order/Job Entry - Automatic Pricing
Order/Job Entry - Tax Code
Order/Job Entry - G/L Account #
Order/Job Entry – Add/Delete items
Right Click Options
Extended Description – F9
Sequencing
Sequencing by Seq. #
Sequencing by Seq. #
Sequencing by Item Entry
Sequencing by Item  #
Item Notes
Order/Job Entry – Total Button
Deleting an Order/Job
Order/Job Entry – Estimate Items
Order /Job Inquiry – F11
Order /Job Inquiry – F11
Order /Job Renewal – F4
Example Order/Job – Estimate Items
Example Order/Job – Lump Sum
Example Order/Job – Even/Monthly
Project/Job Reports
Summary
In this session you have learned how to set up the system for Order/Job entry, how to enter an Order/Job, and which reports display the results
To apply this training, open your own SLICEplus application and minimize this tutorial.  Then maximize the tutorial on your screen.  Follow the tutorial step by step, entering a real Order/Job into your system, working back and forth between the tutorial and the actual software
Please send any feedback of this session to: Attn: CD Tutorial, Maintenance Order/Job, 5300 Dupont Cir, Suite D, Milford, OH 45150 or fax to (513) 576-8540
Where to Get More Information
Attend SLICEplus classes
Have an onsite trainer come to you
Use your software manual and the F1 online help feature
Call our Help Desk team
Check out our other CD Tutorials
Return to List of All Tutorials