This FAQ will cover how to create a purchase invoice for a job transfer, which can only be done by a user that has the security permissions for it. It is used for creating purchase invoices for jobs with items…
This FAQ will go over job progress posting in Paradigm. A progress post takes all of the cost that has been applied to the job to date and posts it, but does not complete the job. Paradigm does not do…
This FAQ will go over the job dashboard in Paradigm. The job dashboard is used to show transactions linked to the selected job that need to be completed and jobs that are ready to be posted. The job dashboard can…
This FAQ will go over how to set sales rep/salesperson defaults and outline the steps and considerations for getting a commission report created. Assigning a default customer Sales Rep and/or Salesperson in Paradigm can be very helpful. If a default…
This FAQ will go over how to assign and create a job class to an item and what happens if a job class is not assigned. Job classes are used to divide products into several cost types for the job,…
This FAQ will go over the steps for completing a job. Job Dashboard To start, go to the job’s dashboard by going to Accounts Receivable > Job Dashboard and entering the job ID. This will display a list of transactions…
This FAQ will go over how to add cost to a completed job. Once a job is completed and posted, it is not longer a WIP job and job transfers cannot be added. Costs being added on after a job…
This FAQ will go over creating orders for a job. The process for this is very similar to creating a regular order, except for the few differences listed below. Creating an Order To create an order for a job, first…
This FAQ will go over how to create a prepayment for a job. First go to Accounts Receivable > Customer Prepayments and click the green plus button. Then enter the customer ID and a job ID to link it to.…
This FAQ will go over how to return items that were returned from a job. This process is very similar to credit memos, more information on those can be found here: Credit Memos First, create a job transfer by going…
