|
|
|
Job Types
This screen allows you to maintain a file of Job Types, which are used when creating Job Orders to segregate the Type of order being created. These can be, for example:
|
• |
Standard |
|
• |
Internal |
|
• |
Service |
Entry and Display fields
Job Type: Enter the Name of the Job Type. Duplicates not allowed.
Job Style: From the drop-down list select the Job Style. The options are:
|
• |
Customer - Order linked to a specified Customer |
|
• |
Customer Asset - Order linked to a Customer Asset that you are servicing |
|
• |
Company Asset - Order linked to your own (internal) Asset that you are servicing |
|
• |
Rental - Order linked to a Company Asset that you are renting |
Invoice Style: From the drop-down list select the Invoice Style. The options are:
|
• |
From Actual Entries - Billing what was used |
|
• |
From Schedule - Billing to an agreed price |
|
• |
No Invoice - Used for in-house maintenance, etc |
Description: Enter a short description of the Job Type. No checks are made on this entry
Creation Status: From the drop-down list select the status of the Job when it is created using this Job Type. The options are:
|
• |
Planned |
|
• |
Open |
|
• |
In Progress |
|
• |
Finished |
|
• |
On-Hold |
|
• |
Closed |
Numbering: From the drop-down list select the way in which Job Orders are numbered. The options are:
|
• |
Automatic - commencing from the number set up in File>System Configuration>System Settings |
|
• |
Manual - manually entered at time of Order creation |
Prefix: You have the option to provide a prefix to the Automatically generated Order Number. For example: if the Prefix was ‘WO-‘ then the generated Order could be ‘WO-12345’
Show Costs: If this is ‘checked’ then Job Costs will be displayed on the Job Order screen. If it is not checked then costs can only be viewed from the Job Value screen
Display Lines Value Bar: If this is ‘checked’ then the ‘Lines Value’ Bar will be displayed on the Job Order Lines panel
Default Template Code: This is an optional entry field that defines the default Template Code to be used whenever this Job Type is selected. It can, of course, be amended during Order creation is required.
Stop Invoicing if Receipts are due: If this is ‘checked’ then, you will not be allowed to generate an Invoice if lines on the Job have a Remaining Qty and have unreceipted Supply Orders
Simplified Scheduling: If this is ‘checked’ then the Job Scheduling information is not shown on the Job Detail screen
Default Cost Centre: This is only enabled if the ‘Invoice Style’ is ‘No Invoice’. When active select the default Cost Centre from the drop-down list. This Cost Centre is used in one of three ways:
|
• |
If the Job Type’s ‘Create an Item’ checkbox against this entry is not checked then this is the default Cost Centre to where Costs are posted when the Job Order is ‘Closed’. If a Cost Centre is not entered here then the system-wide Cost Centre identified against ‘Job Cost Variance’ (in screen File>Financial Configuration>Cost Centre Mapping) will be used. |
|
• |
If the ‘Create an Item’ checkbox is ‘checked’ and field ‘How Item is valued’ contains ‘Cost’ then the actual Cost will be used when receipting the Item into stock and no Inventory variance will occur. Therefore the above default Cost Centre will not be used. |
|
• |
If the ‘Create an Item’ checkbox is ‘checked’ and field ‘How Item is valued’ contains ‘Price’ then the current Sell Price against the Job Order Line will be used when receipting the Item into stock and the difference between that Sell Price and the Job Cost will be posted to the above Cost Centre. |
Create an Item: This is only enabled if the ‘Invoice Style’ is ‘No Invoice’. If ‘checked’ then an Item will be produced by this Job and that will be received into Stock.
How Item is Valued: This is only enabled if the ‘Invoice Style’ is ‘No Invoice’ and the ‘Create Item’ field is ‘checked. When active then select the option from the drop-down list. The options are:
Cost: The actual Costs booked against the Job Order will be used
Price: The current Sell Price as held against the Item in the Job will be used
Calendar Info Hint: The content of this field will be presented in a ‘Pop-Up’ whenever the cursor is positioned over the Job activity in the Job Calendar. The content of this can be plain text or can include fields from the Job Header database. These fields will be populated with the information specific to the Job Order. For example: You may wish to show the Customer’s primary contact and telephone number. Therefore the text could be
Customer = [CUSTOMER]
Phone = [ORDERPHONE]
Contact = [ORDERCONTACT]
When the cursor is positioned over the activity the following would be displayed
Customer = Jim Gold & Co Ltd
Phone = 44 312 587 6544
Contact = Ken Jolly
The fields in the square brackets are taken from the JobHeader table. To see the available fields go to General>Reports>Full Listing of Tables and select JobHeader
No Work In Progress: If this is ‘checked’ then - when an invoice is generated for the job, only revenue will be posted. All issues to the job will go straight to the Cost of Goods Sold account (based on the Sales Mapping Matrix Rules).
Hazard Group: You can associate the job type with a set of standard risks or hazards by selecting the appropriate (pre-defined) Hazard Group. Hazard Groups are defined in the General menu.
Style Name : You can select a Style Template Name as the default Freeway Style Template for this job type.
Status: The default status is 'Active'. If you wish to make this status 'Inactive' then select it from the drop-down list. Once selected the Job Type will NOT be visible when creating new Jobs
Data Display Options
Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Buttons
Close: This will close the Job Types screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Job Type.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.
Delete: This removes the current highlighted Job Type.