Suggested Order of Table Creation

System Location: Settings > Tables or Base Tables

For companies in the process of implementing JobBOSS2, the following list provides a suggested order of creation with regards to Tables and Base Tables along with timing for entering Company Maintenance information. It is possible that not every table included in this list will be used; however it is recommended that careful consideration be given to bypassing any of these items and "skipping around" should be avoided since records listed later may depend on information provided by ones that were skipped.

If you have questions, feel free to contact your Implementation Specialist or call our Technical Support Team at 1-800-677-9640. For a list of resources and contact options, click the Resources option at the top of the help file.

GL Group Codes (Base Table)

  • Required for the creation of GL Accounts
  • System is shipped with a list of default Group Codes that can be edited as needed

General Ledger Codes (Table)

  • Represents company's Chart of Accounts
  • Required in many areas of JobBOSS2 even if the Accounting Application is not used

Bank Codes (Table)

  • Create a Bank Code for each account that needs to be reconciled (Checking, Money Market, etc.)

Attendance Codes (Base Table)

  • Used to determine whether work should be considered Productive or not
  • Required to enter Holidays in Company Maintenance

Terms Codes (Base Table)

  • Used on Customers and Vendors
  • Required on accounting records
  • System is shipped with a list of default Terms Codes that can be edited as needed

Work Codes (Base Table)

  • Associated with Customers
  • Allows generation of sales information based on whom items are sold to

Product Codes (Base Table)

  • Associated with Parts
  • Allows generation of sales information based on what is sold
  • Required for use of QuickBooks Interface

Tax Codes (Base Table)

  • Used as needed to collect taxes on sales or track taxes on purchases
  • Use an EXEMPT Code otherwise
  • Required on accounting records

Salesmen (Table)

  • Allows for tracking of sales by specific sales personnel, including commissions

Departments (Base Table)

  • Used for reporting labor and displaying scheduling information

Employees (Table)

  • People that perform the work in the shop
  • Required for the creation of Time Tickets

Company Maintenance (Defaults Button)

  • The Customer, General Ledger, Inventory, Quoting, Forms and Interfaces / Documents Tabs can now be completed
  • Information will be used to automatic populate new records going forward

Company Maintenance (Edit Button)

  • Values for the General, Data Collection, Time and Attendance, Order Entry, Scheduling and Time Tickets Tabs can now be entered
  • Information helps determine how the system will behave
  • Can also enter Default Security and Holidays values

Customer Codes (Table)

  • Represents companies to whom products and / or services are sold
  • Required to create sales related records

Shipping Codes (Base Table)

  • Represents the ways in which material can be shipped to or from the shop
  • Values can be used on the Bill of Lading form

Vendor Types (Base Table)

  • Allows grouping of Vendors into segments such as Steel, Heat Treat, Plating, etc.
  • Can provide default GL Code on new vendors

Vendors (Table)

  • Companies from which material and / or services are purchased
  • Required on purchasing related records

Operations (Base Table)

  • Represents work processes that can be performed during production
  • Can be assigned to Work Centers
  • Can be used to provide many details for routing steps
  • Required for the creation of Time Tickets

Work Centers (Table)

  • Represents where work is performed in the shop
  • Can represent machinery, personnel, or a cellular work area
  • Required for the creation of Time Tickets

Collection Terminals (Base Table)

  • Represents real-time data collection devices located in the shop

Currency Codes (Base Table)

  • System ships with a list of default Currency Codes that can be edited as needed.
  • Your “native” Currency Code should be set to an Exchange Rate of 1
  • Additional Currency Codes should be configured accordingly

Reason Codes (Base Table)

  • Used in conjunction with Customer and Vendor Returns in addition to Time Tickets (scrapped parts)
  • If the Quality Application is present, they are also associated with Corrective Actions and Non-Conformance records
Quality Application

The following Base Tables can be created as needed (Quality Application Base Tables)

Corrective Action Codes

Maintenance Codes

Document Review Codes

Document Types Codes

Feedback Codes

Non-Conformance Codes

Training Codes