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There are various functions and actions in the Manage job which allow one to maintain the job        

Manage job functions allow one to manage lines on a job      Manage All Manage all lines on a job based on the filter specified     Import Import inventory items into a job     New Stock Request Create a new stock request for stock items   ...

One can delete a Managed Job line Log on the following conditions:  Cannot delete a line that is a Stock or custom type line Job is a percentage invoice Job cannot have a final percentage invoice Job cannot have any usage invoices processed  Line is a ser...

Video training manual 2020 - Click Here  Manage job explained      This form allows the user to manage the documents linked to the job. Job Levels Job Details gives brief description of the job. To view full job details click on job detail button. The t...

Basic Tab     Basic Tab Job number - this will show you the job number of the job Customer name - shows you the customer name Job status - this will show you the status of the job either started or not started   Quote number - shows you the quote numbe...

Video training manual 2020 - Click Here Video training manual 2016 - Click Here  Go to Activity > Manage Job Click Search to find the Job you wish to Manage Highlight the required JOB and click Manage Job   When you open up the job, the grid will autom...

Job Expenses are linked with General Ledger cashbooks  In the General ledger cashbook line       After clicking on next, assign the cashbook line to a job Ensure that you put in a Job service item which is what the job line will use.     The expen...

Job Expenses are linked with Supplier Journal  In order for this to work, setup the tick boxes on the relevant Actions first. This is done in System Configuration > General Ledger Links > Links Maintenance > Groups tab  

This section allows one to create a sub Job link from the main job. The job number will remain the same and add a .1 to the job to indicate that it is part of a main job.      Follow the steps to setup the Sub Job link The job number allocated will be Job...

One can change the customer on the job as long as NO invoices are process or created against the job.  The change customer will change on the job and the quotes.  

Print an estimate with costs or not Allow for export of costs to Excel  

 Video training manual 2022 - Click Here  Job scheduling allows for the managing of job activity tasks. The activity tasks are monitored with production percentage complete versus invoice percentage complete. The activity tasks can be viewed via a gantt cha...

Allow for all tasks to be updated via an import  Template can be found in SCM> Imports > Templates  

Managing a task activity allows one to do the following 1.Change the activity description  2.Assign a team to this activity  3.They are three status's: not started ,started and completed  4.They are multiple task types namely: main task, split task, sub ta...

View the gantt chart from the job schedule window. The date from will always be from today looking forward. The systems default view for task activities are not started and started tasks. The zoom function allows one to view the calendar from a higher level...

Team scheduling allows for planning task activities on teams Colours can be assigned to task activites as well as Teams  Team Colours can be assigned           Recommend changing Team names from Team Kevin to T- Kevin Task colours updated based on default ...

 Video training manual 2021 - Click Here  Resource is linked to a task activity. It is similar to the time log screen but allows you to plan the resource for specific days    Resource linked to a task search tab     Creating Resources from Team Members...

Video training manual 2021 - Click Here  Resources or staff members are allocated to a Task activity which in turn is assigned to a job.  

 The audit log , logs any changes made to any of the task activities and records the following information . 1.The job number  2.The task description  3.The activity sell budget 4.The production percentage previous  5.The production percentage new change ...

 Use job lines to create task schedule lines  This is a different path to creating task schedule lines.  Link inventory items to a task. Create tasks from inventory items