Jim2® Business Engine Help File

Enable Projects

Turns Projects on.

I call Project

Project can be renamed to something more meaningful if desired, ie. Machine or Contract. Log off and back on again to allow the rename.

Set Billing Jobs to Ready

Takes a billing job straight to ready, speeding up the invoice process. However, this will bypass warnings based on the invoice stage or possible credit hold alerts.

In job display Projects during CardFile entry

The Create Project List screen can be automatically forced to display upon entering a job where the customer has a project. When this is ticked, while adding a job this will prompt to add the project to the job, based on the cardfile added in the Cust#, From# or Ship#. This is a great way to ensure project information is added correctly to jobs.

Prepaid reorder % (Used)

When buying prepaid blocks, set an automatic reorder level based on a percentage. For example, a prepaid block of 10,000 can have a reorder set to 90%. When the customer has only 1,000 remaining, an additional 10,000 block job will be generated.

Maximum Balancing Entry

If a balancing meter is present, Jim2 expects a job total to be submitted along with any meter counts. Jim2 calculates what to bill based on meter counts, and tests against the expected job total. If the difference is greater than the maximum balancing entry, Jim2 will not produce the job. Otherwise the balancing entry will be included to adjust the actual job total to the submitted job total.

Bill Manual From List

Offers the choice to manually bill from a list. Choose from Ask User, Yes or No.

Display Default Stock (Legacy)

If ticked, the stock lines in the Default Stock tab show in projects. If not ticked, only the fault and invoice descriptions will display here if entered.