Project#
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Auto-generated by Jim2, but can be changed and can be alphanumeric as well.
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Cust#
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The customer cardfile that charges are billed to.
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Status
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Defaults to Booked (ie. is in use). It can also be set to Template if this project is used as a reference to set up other projects from.
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Type
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The project type, ie. Managed Service.
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Name
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The person responsible for this project.
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Billed
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Select the frequency of the billing, ie. Monthly.
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Ship#
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The card code of the address for deliveries, or where technicians are assigned. As with normal Jim2 jobs, this is usually the same as the Cust# if the customer only has one address, but will change to match the actual site address for multi-site customers.
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Priority
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Method or prioritising the contact, ie. urgent, normal, etc.
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Individual Request
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Ticking this box will send individual requests for reads, otherwise a consolidate request will be sent per project. This setting normally is used for managed print services when obtaining meter reads, and may not be required in managed services environment.
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Acc.Mgr
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The person who manages the project, usually the original salesperson.
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On Day
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Select a particular day of the month for which billing is due.
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Contract
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Choose the contract type, ie. Wholesale, etc.
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Req Days/Hours
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Enter the planned response time for service here.
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Last Bill
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This will show the last time the project was billed.
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Cont.In
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Date the contract commenced.
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Price Rev.
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Enter a date that the price needs to be reviewed.
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Next Bill
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Scheduled date for next billing. This will be automatically updated after the first billing, but change this date.
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Cont. Out
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Date the contract expires.
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Avg Bills
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This field will display how many billing cycles have been billed (usually only used for managed print services) an average meter read.
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Item#
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The Item this project is linked to. This determines related stock.
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Desc.
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The description as entered on the Item.
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Cust Ref
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Enter a customer reference here. This could be a customer's standing purchase order number, or the customer's identification code for an asset at a large site. Enter NIL if this is not going to be used.
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Use Promos
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Tick if this project is to be used with promotional pricing.
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Asset#
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The Asset number linked to this project.
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Groups
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Select report or non report group if applicable.
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Comment
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Comments can be entered here, ie. further instructions, etc.
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Ex.Proj#
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Enter the original project number if this is a new project for an asset that has been returned, refurbished and put out under a new project.
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Estimate?
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Tick to allow for estimates to be made.
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