Jim2® Business Engine Help File

Default Ship#

This relates to the card code within Jim2 you would normally like to use when ordering or purchasing from vendors. This card code needs to be set up prior to entering here. Within the purchase order you will select the vendor you are purchasing from, and also select the customer you would normally ship to. This could be your own business or receiving location, but at times may vary to instruct vendors to deliver directly to your customer (drop-ship). This default is also able to be changed within each purchase order.

Card files need to be set up before you can populate this field.

Account Fee

Tax on Freight

Tax Free Code

Withholding Tax

This is where to specify the default (or most commonly used) tax codes for account fees, freight, tax free and withholding tax (no ABN on vendor invoice) on purchase orders. At the time of adding/editing purchase orders the tax codes can be changed if necessary.

Calc Tax Total from

You now have to determine how you want to calculate your tax total for the purchase order. You have two methods to choose from – Tax Free Up (ex GST) or Tax Paid Down (inc GST) – these are set at a line level on the purchase order and are able to be changed within each purchase order if required. Tax Free Up allows you to edit the ex GST amount, whilst Tax Paid Down allows you to edit the inc GST amount.

Payments are Approved by default

This is a creditor-related option. When you finish a purchase order and it is added to the creditor's record, you can choose whether to have that purchase order approved for payment. If you do not tick this option, you will need to manually approve purchase orders for payment prior to paying them in each creditor.

Use 4 digits on Expense Orders

You can use up to four decimal places on expense orders if required. The default is two decimal places. Tick to change to four.

Use linked branch card as ship

Selecting this option means you can choose to use a different branch address details if they have a different card file, which is linked to the currently open file.

Allow linking to Invoiced Jobs at $0 price

With this option selected, non-billable purchases/costs incurred on a particular job can be linked to it, even if the job has already been invoiced. For instance, you might want to include taxi fares to/from an airport, meal expenses, etc. which weren't known at the time of invoicing a job. These are purchases which you don't on-sell to your customer, but still need to be recorded against that particular job.

Default cost calculation method

When you have added a purchase order and have extra expenses for that stock, you create an expense order and apply it to that purchase order. This area of Options relates to the method you would normally like those expenses applied to that purchase order – by value, by weight, or by quantity. This default is able to be changed within each expense order if required.

Default Freight split method

When you have added a purchase order and have a freight component on that purchase order, you can specify how to split the freight over the stock purchased – by value, by weight, or by quantity. This default is able to be changed within each purchase order if required.

If you choose to calculate expenses by weight, and the stock on the purchase order does not have weight set up in the stock record, the expense will not be distributed over that stock.

In Creditors payment grid by default show

Some businesses pay their creditors by the creditor's invoice number, while other businesses choose to pay by their own internal purchase order numbering system. If this is ticked, within the creditor's record you have the default option of showing either the vendor's invoice number or the Jim2 purchase order number. You can view both once the creditor's record is open.

When entering stock, Price

When entering stock into a purchase order, you can show the pricing as per below. Useful to give estimates on pricing.

Blank	Nothing will be entered.
Auto Fill from Last Purchase	Will enter the price from the last time stock was purchased (in the case of multiple vendors).
Auto Fill from Last Purchase with the same Vendor	Will enter the price from the last time stock was purchased from the same vendor.
Auto Fill from Vendor Tab	Will enter the price from the Vendor Last Cost on the Vendor tab of the stock, provided there is an entry there.