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Video training manual 2016 - Click Here  Go to Job Costing Module > Activity > Manage Job Once you have search for the job to manage, highlight job and click on Manage Job.    When the window has loaded click on All Job Lines to display job lines. There w...

This is where one can add stock onto a picking slip on a job from items already added on from a quote. OR Add new stock onto the job and picking slip. Go to Manage Job > Amend Job > Picking Slip Tab   To create a new Picking slip click on the Add to Pic...

Processing the posted GRVs stock items to Jobs. Go to Job Costing Module > Activity > GRV to Job  Remove the date from and click on the search button, to list all GRVs with Job allocations to them.    Highlight the GRV to Process, click on the Process bu...

Where to find Job Management Letter Templates There are two places within the Job management where you can pull in templates to record job information and Notes. These templates are set up in CRM Module. CRM > Configuration > Email Template Use the email ...

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...

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 ...

This flag will assist when running reports on quote values, allowing us to exclude certain quotes (effectively treating them as zero). This will work in conjunction with the Prepriced tick box. Rules: Quote created from a job (Prepriced already ticked...

Job Costing > Reports> Job Quote Detail Report  Double click to open report Statuses Preparation  This is the stage where a quote has been created. Scope Creep Quote This applies when a quote is created from a job using the Scop...

Job Statuses Job statuses indicate the current stage of a job, helping users track progress, manage workflows, and ensure accurate reporting. Status Details NotStarted The job has been created but not yet begun. It is unmanaged and has no acti...

This section allows you to create a sub-job linked to a main job. The sub-job retains the original job number, with an extension added (e.g. .1) to indicate that it forms part of the main job. This helps group related work under a single job structure while s...

Job expenses are linked directly to the General Ledger cashbooks, ensuring that all job-related costs are accurately recorded. These expenses are captured through entries in the General Ledger cashbook lines, allowing costs such as purchases, travel, or misce...

Job Search Job Costing Module > Activity > Manage Job In the past, we never used to show values on the manage job screen.  We now show values on the top bar and on the grid.  The top bar shows the total budget, Total Actual and Total Invoice  This allows...

Job expenses are directly linked to the Supplier Journal (Creditors Journal), allowing costs entered through supplier invoices or journals to be allocated to specific jobs. For this functionality to work correctly, the appropriate setup must be completed in L...

System Configuration > Security > System Utilities The system provides a utility that allows you to change the customer on an existing job, provided certain conditions are met. The customer can only be changed if NO invoices have been created or proces...

Stock recovered costs are created from stock items that cannot be un managed from the job. The stock item will be returned back on job via a stock level adjustment. The value of the stock item will be added to the job as a custom item called stock recovered ...

Summary invoice values allow items to be grouped and displayed as totals, rather than showing each individual line on the invoice. These values appear at the bottom of the invoice Individual line items are hidden, while totals are grouped by item type ...

Quote Creation Job Costing > Activity > Quote Before adding your line items to your quote, take a moment to review the key tabs across the top of your page, some of these tabs may contain important options you may want to configure or define first for a basi...

Stock Write-Off & GL Allocation When closing a job and writing off stock, the associated cost must be correctly allocated in the General Ledger (GL). To ensure accurate financial reporting, the write-off should be posted to the Cost of Sales account using th...