CJC Analysis

• Job Bom History
• Job Bom History Help
• Job Costing Costing Sections
• Manage Job - History
• Manage Job History
• Job Delivery Note History
• Job Delivery Note History
• Debtor Analysis
• Debtor Analysis
• Job Capture History
• Job Capture History

Job Bom History

Job Bom History Help

Job Costing> Analysis > Job Bom History

 

 This function is where you will find the list of all processed JOB BOMS

Search

•By document Number

•JOB Number within a certain date range

• 

 This information can also be printed /copied to excel or emailed out.

 

 

Job Costing Costing Sections

There are 4 sections to job costing

•Quote – Budget

•Manage – Actual

•Delivery Note

•Invoice - Processed

  

Quote section

 

  

Approved To JOB

 

 Manage JOB

 

 Delivery NOTE

 Invoicing

 

Manage Job - History

Manage Job History

This is where a user will find the list of completed jobs in the system.

Job Costing > Analysis > Completed Job History

 

 Basic Search tab

Allows the user to search for completed jobs quickly by using the

following functions:

Job Number – search by entering the job number

Customer Code – search by customer

Quote – search by entering the quote number

Date – search by entering the date

Short Description – search by description

Customer – search by customer

Job Status – search by selecting the status from the drop down arrow

Custom Search searches according to the selection made on the category

Standard Tab

Costing button – Opens the currently selected Job History Item to view the figures

associated with that specific job.

Recalculate Job button – Recalculates the figures in the currently selected Job History

Item.

Print button – Prints the currently selected Job History Item.

View button – Lets the user manage the job or view information previously entered by

someone else.

Print Header button – Prints the header of the currently selected Job History Item.

Export button – Export the currently selected Job History Item into an Excel Spread

Sheet.

Extras Tab

Open Job button – to open a job

 

 

Job Delivery Note History

Job Delivery Note History

Job Delivery Note History 

 History of all the completed Job Delivery note

 Job Costing > Analysis > Job Delivery History

 

 Delivery Note History Help

Basic Search tab allows the user to search for delivery notes history by entering the job

number, delivery note no, by selecting the date and the status from the drop down arrow.

Filter section is also used for searching delivery notes history.

Advanced tab allows the user to search by selecting the invoice type from the drop down

arrow, by customer,

date and also by using the filter section functionalities.

View – Opens the currently selected Delivery Note History item to either view or change the

information within.

Print – Prints the currently selected Delivery Note History Item

Debtor Analysis

Debtor Analysis

 Job Costing>Analysis>Debtor Analysis

 

Search – search button will search for the items selected for search

Export – the export button allows the exporting of data to an excel spreadsheet

Print – will open a quote print selection window and that will allow you select what you want to have on your print out

View - The View button allows the user to see the details of a quote or invoice etc.

View Linked S/N- this allows the user to view serial numbers that are linked to items

Related Transactions – this will show the related transaction of an invoice Quote etc.

Print Allocation Report – from here an allocation report for this debtor can be generated.

Print Statement PDF – a PDF statement for this debtor can be printed

Create Reminder – a reminder can be created in this field for this debtor or self-depending what the Purpose of the reminder is for.

Customer – This is where you enter the details of your customer.

Outstanding Balances – this is the monies owed to you by this client.

Date From and date to – this is the date range that governs the display of transactions against this client.

Order By – this is the directive in which you want the information to be displayed.

Currency – this is the currency used for this debtor as setup in the debtor’s setup.

Total, current, 30 days etc. – this displays the total monies due and at a certain periods

The following tabs work like dashboard tabs where the user gets to have an overall view of the transactions against the selected Client.

Transactions Tab - will list all the transactions for this debtor (date range inconsideration)

Debtor Detail – will display the company information for the selected client

Quotes – will show all the quotes

Jobs – shows all the Jobs

Invoices – Shows All the Invoices

Credit Notes – Any Available Credit Notes

Debit Allocations – Shows Debit allocations

Credit Allocations- Shows Credit allocations

Cashbooks – shows you the available processed cashbooks

Journals – will display all the processed Journals for this Debtor

 

Job Capture History

Job Capture History

Job Costing > Analysis > Job  Capture History

 

 Job Capture Search History

Allows the user to search for a job capture.

Job Number: Will return the result containing the job number if available.

Date from and to: Select the time period in which to look for the document.

Customer: Allows the user to search by customer.