This screen lists all active (uninvoiced) jobs created for this contract. Within this area, right-clicking will pop up a menu with further options, all self explanatory.
Double click on any line to open that job/purchase order, etc.
To change the order of the columns, click the column header and drag to the new position in the layout. Then right click in the grid and select Save Layout.
Some of the fields explained below may not appear, depending on whether Multi-Currency and/or branches have been set up.
Field |
Explanation |
|---|---|
Job# |
The job number created. |
Type |
Job type as set up in Tools > Setups > Job > Job Type. |
Status |
The status of the job, ie. Booked, Finish. |
Cust# |
The customer card code. |
Cust Ref# |
The customer reference on the job. |
Fault Description |
The job's fault description. For photocopier billing, the description comes from: ▪the contract's Default Stock tab, if anything is entered here, or ▪the global setting in Tools > Options > Contract > Contracts > Fault Desc. For all other contract jobs, the fault description is specified on the contract template. |
Date Out |
The date out on the job. Once invoiced, this is the invoice date. |
Item# |
The Item on the job. This matches the Item on the contract. |
Item Desc |
The Item description on the job. For photocopier billing, this matches the Item description on the contract. For all other contracts, including jobs, the Item description is specified on the asset or contract template. By default, these templates also use the Item description from the contract. |
Serial# |
For photocopier billing, this usually matches the serial number on the asset. For all other contract jobs, including photocopier jobs, the Item description is specified on the contract template. By default, these templates also use the serial number from the asset. |
Date Due |
The date the job is due. |
Time Due |
The time the job is due. |
Name |
The person currently responsible for the job. For photocopier billing, this defaults to the Name on the contract. If the contract does not specify a name, it falls back to the user who created the job. |
Acc. Mgr |
The account manager on the job. |
Job Total Inc. |
Total charge including GST. |
Curr. |
The currency of the job. |
Total (AUD) |
The job total. |
Job Total Ex |
Total charge excluding GST. |
Job Type |
The job type as set up on the contract template. For meter billing jobs, this is the job type specified in Tools > Options > Contract > Contracts > Default Billing Meter Job Type. |
Priority |
This usually matches the priority set on the contract. |
Quote# |
Quote number, if a quote was produced prior to the job. |
Price Level |
The price level as set up on the customer cardfile. |
Tax Paid |
T = including tax, F = excluding tax. |
Tax Content |
The amount of tax being charged. |
Quote |
T or F, depending on whether a quote has been raised. |
OurRef |
An internal reference. |
Status Date |
The job status date. |
Status Time |
The time the job status is changed. |
Date In |
The date the job was created. |
Labour |
Total labour recorded on the job, in minutes. |
PrevJobNo |
Previous job number (if applicable). |
From# |
The customer cardfile. |
Ship# |
The ship cardfile, if different to the customer cardfile. |
Invoice Description |
As set up in Tools > Options > Contract > Managed Print Services. Maximum of 8,000 characters. |
Branch/SubBranch/GL Dept |
These fields will be populated by Jim2, if branches are being used. They can be changed by using the drop down menus. |
InvNo |
Invoice number. |
Further information