Base Tables

Base Tables represent the "building blocks" of the JobBOSS² because they are used to provide details on other Tables and records throughout JobBOSS², sometimes as a required field. For example, GL Group Codes are required to create GL Accounts and Tax Codes are required to create Customer and Vendor Invoices. As a general rule Base Tables do not require information from any other source though some, such as Collection Terminals and Document Review Codes, can reference other tables in order to help provide more accurate information. The exception to this rule, however, is GL Accounts.

GL Accounts (Table item) can (and should) be associated with several Base Tables to assist with capturing accurate costing information and are required on some Base Tables such as Tax Codes, Work Codes, and Product Codes.

The following Base Tables are available for use within JobBOSS²:

System Location: Settings > Base Tables > Attendance Codes

Determines how time will be tracked from a productivity standpoint

System Location: Settings > Base Tables > Collection Terminals

Provides operating instructions for Real-Time Data Collection devices

System Location: Settings > Base Tables > Corrective / Preventive Action Codes

Used on quality related records to indicate what steps can be taken to correct existing deficiencies and / or prevent future ones

System Location: Settings > Base Tables > Currency Codes

Designates what Currencies are used for financial transactions
Provides default exchange rate information if foreign currency transactions occur

System Location: Settings > Base Tables > Departments

Provides a means of grouping Employees and Work Centers for filtering and report purposes

System Location: Settings > Base Tables > Document Review Codes

Used to indicate when documents should be reviewed
Provides default information for review job if one is used

System Location: Settings > Base Tables > Document Type

Identifies the various types of documents tracked / associated within JobBOSS²

System Location: Settings > Base Tables > Employee Training Codes

Used to indicate the types of training available to employees
Provides default information regarding cost and logistics of training

System Location: Settings > Base Tables > Feedback Codes

Indicates the nature of feedback received from customers, vendors, and employees

System Location: Settings > Base Tables > GL Group Codes

Determines whether a G/L Code belongs on the Balance Sheet or Income Statement
Determines what order the G/L Codes will appear on the appropriate report
Provide sub-totals on each report

System Location: Settings > Base Tables > Non-Conformance Codes

Indicates the nature of deficiencies that led to a non-conforming event

System Location: Settings > Base Tables > Operations

Provides default information for internal work processes

System Location: Settings > Base Tables > Product Codes

Groups Parts together based on a common point (material type, type of work required to make, etc.)
One of two options available to drive A/R Billing details

System Location: Settings > Base Tables > Reason Codes

Indicates why an adverse event occurred

System Location: Settings > Base Tables > Shipping Codes

Provides details regarding delivery options to or from your shop

System Location: Settings > Base Tables > Tax Codes

Calculates sales tax on Sales or Purchases

System Location: Settings > Base Tables > Terms Codes

Provides billing details regarding due date and discounts (if offered)
Interchangeable for both Sales (Customer) and Purchase (Vendor) transactions
- Required with use of Accounting Application

System Location: Settings > Base Tables > Tooling Maintenance Codes

Used to indicate when tooling items should be inspected and / or serviced
Provides default information for maintenance job if one is used

System Location: Settings > Base Tables > Vendor Types

Groups vendors together by products or services provided
Provides default G/L Account for purchasing-related records

System Location: Settings > Base Tables > Work Center Maintenance Codes

Used to indicate when work centers should be inspected and / or serviced
Provides default information for maintenance job if one is used

System Location: Settings > Base Tables > Work Codes

Groups customers together based on a common point (industry type, type of work provided, etc.)
One of two options available to drive A/R Billing details