Linked Jobs/Quotes Tab

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linkedjobstab

 

The Linked Job tab displays any quotes or other jobs that are linked to the currently open job. A quote is also linked to a job if it has been created from the job.

 

A job is linked to another job by entering the linked job number into the Ex.Job# field in the header.

 

exjobno

 

Info

If this field shows Ex.Quote#, go to Tools > Options > Job and untick Show Quote# instead of Ex Job#.

 

showexjob

 

The fields in this tab are explained below.

 

Linkedjob screen

 

Field

Explanation

Ref#

Displays the linked job number. If the job was created from a quote, the link line in the quote will actually display the current job number.

 

linkedjobtoquote

Status

Displays the status of the job – not the quote status.

Date Due/Req.

The date the job is due or required by.

Item

The Item on the job.

Customer

The customer on the job.

Linked Job

The linked job number. If this is the linked quote line, the current Job# is displayed.

Linked Quote

Quote number if this job was created from a quote.

 

linkedquote

 

Right clicking in the Linked Job field displays some additional options, including:

 

Linkedjobextras

 

Field

Explanation

View Job

If this job has a linked job, view the job from here.

View Quote#

If this job has a linked quote, view the quote from here.

Link Job to Quote

A job can be linked to a quote. Once this option is selected, another screen will appear, which is where to enter the related quote number.

 

linkjobtoquote

Link Job to Job

A job can be linked to a job. Once this option is selected, another screen will appear, which is where to enter the related job number.

 

linkjobtojob

 

The fields below these are all self explanatory.

 

Further information

Cost Tab

Document tab

Invoice Details Tab

Job Footer

Job Tab

Labour Tab

Promotional Pricing Tab

Stats Tab

Tasks Tab