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When the prompt for posting screen comes up and you want to change the ledger account that it posts to, click on the arrow button as shown below.    Once the ledger account is changed click on the save button to change the account.    To change the next ...

Go to Job Costing Module > Activity> Quotation Click Add to create a new Quote Select the customer Enter a Reference Enter the Order Number Click Save Click Add Enter the required Item code Enter the quantity Check the selling price and amend if req...

Basic Tab allows the user to search by Job Number, by selecting the Sales Rep from the drop down arrow, by selecting the date or using Filter search functions as well. Advanced Search Tab allows the user to search by selecting the Invoice type from the dro...

Progress payments is a scheduled payment option to handle payments for jobs which can include a retention percentage. A reminder is sent on the day that the progress payment is due. Retention is taking a percentage off the invoice and then taking that to cre...

Job Costing Module > Activity > Job Delivery Note Search Clicking Search will bring up all the Job Delivery Notes unless a Filter is added eg: job number, DN number or customer name Add Add a new Job Delivery Note Edit Edit the currently ...

Changing of GL Links for Ledger account entries – (This is a once off setting) Go to System Configuration Module > General Ledger Accounts > GL Links Setup Find the line which says STWRITEOFF – Stock Write Off Highlight this line and click on Amend button. ...

We need to create an option that if a job that is been closed is part of a job linked. That an option is then activated to push it onto the master job as a job line. The total cost and total selling from the job is pushed to the master job     By default ...

When closing a job and doing a stock write off a new GL link needs to take place   Use GL account under Cost of Sales called – Job Costing Stock Write Off     Setup a new GL link and GL Link setup JOBSTKWRITEOFF                    Job Costing Stock Write ...

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 ...

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  

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 ente...

 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 allo...

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, deli...

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 f...

Job Costing>Reports>Picking Slip Report View – Opens the currently selected Picking Slip to either view or change the information within. Print – Prints the currently selected Picking Slip.

The difference between the invoiced report and the Job overview report and the tick for show invoiced month. It is because JOB6232 has backdated invoice on the 31 August 2022, but Job was started on the 01 September 2022. This is creating a conflict between ...

This application allows for the creation of Check Sheets which are used in the Job Costing Module. Check Sheets are used to ensure that all the predefined steps in a standard job are completed. Webatar > Configuration > Checklist Template Video manual 2020 ...

This window is used to add Check Sheet Groups to the Check Sheet Template Webatar > Configuration> Check Sheet Template Setup   Standard Use to add, edit or delete a Check Sheet Group within the Check Sheet template Buttons Add Butt...

Check sheet groups are the logical grouping of activities that are used in the Check Sheet Template to create a Check Sheet CRM  Module> Configuration> Check List Groups   Code Search for a check list/ Item grouping using the list code or part of i...

CRM Module> Configuration > Check list Groups   Code Enter the check list group code Description Enter the check list group description Active Tick the active tickbox if the check list group is active Do not tick the tick box if the che...