Jim2® Business Engine Help File

Create Similar

Allows you to create a similar contract and make changes.

Create Asset

This allows you to create an Asset for anything with a serial number. It also has the ability to select (with some setup first) the correct Item and Customer in the created Asset.

Edit/Close

Self explanatory.

Add Jobs

Provides a selection of jobs that can be added, based on the contract associations.

Add Meter

Allows you to add meter readings based on the contract template.

This tab displays any documents attached to this contract, eg. a signed delivery note.

This tab will display all watchouts related to this contract, and allows addition of new watchouts.

This tab will display all notes related to the contract, including the contact that the note is related to. New notes can be added here.

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this contract, as well as allowing adding new tasks.

If this contract is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.

Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.

Not all fields are showing in these images

The number on the right side of the icon denotes the number of active promotions applicable to this contract.

Field	Explanation
Promotion#	The promotion code number.
Description	The description as it appears on the promotion.
Notes	Displays the notes entered on the promotion.
Type	The Jim2 object type, ie. specific pricing.
Recipient	Lists cardfiles, price levels, etc. that relate to the promotion. If there are many cardfiles, it will show (multiple).
Our Ref	Our reference as appears on the promotion, if used.
Promo Break	Shows whether Promo Break is used or not.
Curr.	Shows the home currency.
Active	Ticked means that the promotion is currently active, unticked means the promotion has finished.
Date Start	Start date of the promotion.
Date End	End date of the promotion.
Vendor	Vendor supplying the stock.
The fields below show only when Display Promotion with all Stock is selected.
Branch	Branch (if branches are enabled).
Stock Code	Stock code related to the promotional pricing.
Qty +	The promotion quantity plus.
Price Ex.	Ex GST price for that stock code.