Base Tables

Create a Work Code

System Location: Settings > Base Tables > Work Codes

Work codes can be assigned to customers as a way to break down jobs and ultimately sales into categories.

For more information see Work Codes.

1. Click the Settings button.
2. Open the Base Tables dropdown menu.
3. Select Work Codes.
4. Click New (located at the top of the page.)

Provide Values

Provide information for the fields listed below at a minimum to take advantage of JobBOSS²'s reporting and analysis tools in addition to benefiting from its ability to pass information along from one part of the software to another.

An asterisk [*] indicates a required field.

1. Provide information as appropriate:
   • *Work Code: Should indicate the nature of the property used to group customers together
     • Common examples include production method used on customer parts (Fabrication, Stamping, etc.) or industry segments (Aviation, Medical, Industrial, etc.)
   • Description: Appears on Work Code Navigator and various reports for reference
   • *AR Account: Trade accounts receivable GL code
   • *Discount Account: Cash discounts allowed GL code
   • *Sales Account: Income GL code for associated parts
   • *Freight Account: Freight GL code
2. Click 'Save' to save and close the record.
   1. Use the Save dropdown menu if you want to create a new record or print a report upon saving.