Project Header

Project#

Auto-generated by Jim2, but can be changed and can be alphanumeric as well. Field will take up to 50 characters.

Cust#

The customer cardfile that charges are billed to.

Status

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.

Type

The Project type, ie. Managed Service.

Name

The person responsible for this Project.

Billed

Select the frequency of the billing, ie. Monthly.

Ship#

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.

Priority

Method or prioritising the contact, ie. urgent, normal, etc.

Individual Request

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.

Acc.Mgr

The person who manages the Project, usually the original salesperson.

On Day

Select a particular day of the month for which billing is due.

Project PL

Choose the project type, ie. Wholesale, etc.

Req Days/Hours

Enter the planned response time for service here.

Request #

This field will show the card code for requesting meter reads, and is used for Managed Print Services.

Attn.

Default contact for this project at the customer's site. This contact must be set up on the ship cardfile first, ie. if Request By (below this field) is Email.

Last Bill

This will show the last time the Project was billed.

Cont.In

Date the project commenced.

Price Rev.

Enter a date that the price needs to be reviewed.

Request By

Shows how the Request for Copy Count will be sent to the customer, and is used for Managed Print Services.

Req to

Set automatically by Jim2 from the Request# cardfile, and selected Attn contact.

Next Bill

Scheduled date for next billing. This will be automatically updated after the first billing, but change this date.

Cont. Out

Date the contract expires.

Use Promos

Tick if you wish to use promotional pricing with this project.

Avg Bills

This field will display how many billing cycles have been billed (usually only used for Managed Print Services) an average meter read.

Item#

The Item this Project is linked to. This determines related stock.

Desc.

The description as entered on the Item.

Cust Ref

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.

Asset#

The Asset number linked to this Project.

Warr. In

The date the warranty starts.

Serial#

Serial number of the Asset.

Location

Location of the Asset.

Asset Item#

The Item attached to the Asset.

Warr. Out

The date the warranty will finish.

Asset Ship#

The ship card of the Asset.

Ship Address

Specific details about the location of this particular contract. By default, it will be the ship address from the Asset.

Make

The Asset Item make.

Model

The Asset Item model.

Desc.

The Asset Item description.

Ship Address?

When this box is ticked, it will automatically update the ship address when a Ship# card is changed.

Groups

Select report or non report group if applicable.

EKM fields

These fields are only used in Managed Print Services.

Ex.Proj#

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.

Comment

Comments can be entered here, ie. further instructions, etc.