On each tab,you can the order the columns by clicking and dragging the column header to a new position, then right click in the grid and click Save Layout. You can also drag a heading into the grey area at the top and put it back back into the header of the grid to replace it.
Each tab is explained in detail below.
Active Job tab
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Field |
Explanation |
Job# |
The job number created |
Type |
The job type, as set up in Tools > Setups > Job > Job Type. |
Status |
The status of the job. |
Cust# |
The customer card code. |
Cust Ref# |
Any reference the customer provides, or an internal reference. |
Fault Description |
The fault description entered on the job. |
Date Out |
This date updates as the job process progresses. Once invoiced, for instance, this will be the invoice date. |
Item# |
The Item on the job. |
Item Desc. |
The description as entered on the Item. |
Serial# |
The serial number on the Asset. |
Date Due/Time Due |
The date and time the job is due. |
Name |
The person currently responsible for the job. |
Acc. Mgr |
The account manager for this job, usually the original salesperson. |
Job Total Inc/Ex/Total |
The job totals including/excluding tax. |
Job Type |
The job type as set up on the project template or the job itself. |
Priority |
The priority that is set on the job. |
Quote# |
The quote number if a quote was produced prior to creating the job. |
Price Level |
The price level as set up on the customer cardfile. |
Tax Paid |
Either true (including tax) or false (excluding tax). |
Tax Content |
The amount of tax being charged. |
Quote |
True or false, depending on whether a quote was raised. |
OurRef |
An internal reference as entered on the job. |
Status Date/Time |
The date and time the status was 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. |
Description entered on the job. |
Branch/SubBranch/GL Dept |
These fields are populated if Branches are in use. |
InvNo |
The invoice number for this job. If the job hasn't been invoiced, it will say Active. |
Invoiced Job
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Field |
Explanation |
Returned |
This is automatically ticked by Jim2 if the invoice has been returned. A grey field indicates a partial return, and a solid tick indicates a full return. |
Job# |
The job number. |
Type |
The job type, as set up in Tools > Setups > Job > Job Type. |
Status |
The status of the job. |
Cust# |
The customer card code. |
Cust Ref# |
Any reference the customer has provided, or an internal reference. |
Fault Description |
The fault description from the job. |
Date Out |
This date updates as the job process progresses. Once invoiced, for instance, this will be the invoice date. |
Item# |
The Item on the job. |
Item Desc. |
The description as entered on the Item. |
Serial# |
The serial number on the Asset. |
Date Due/Time Due |
The date and time the job is due. |
Name |
The person currently responsible for the job. |
Acc. Mgr |
The account manager for this job, usually the original salesperson. |
Curr. |
Normally defaults to AUD, unless you are licensed to use Multi-Currency. |
Job Total Inc/Ex/Total |
The job totals including/excluding tax. |
Job Type |
The job type as set up on the job. |
InvNo |
The invoice number for this job. |
Priority |
The job priority. |
Quote# |
The quote number if a quote was produced prior to creating the job. |
Price Level |
The price level as set up on the customer cardfile. |
Tax Paid |
Either true (including tax) or false (excluding tax). |
Tax Content |
The amount of tax being charged. |
Quote |
True or false, depending on whether a quote was raised. |
OurRef |
An internal reference as entered on the job. |
Status Date/Time |
The date and time the status was 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 |
Description entered on the job. |
Branch/SubBranch/GL Dept. |
These fields will be populated only if you are using Branches/GL Departments. |
Related Stock
Field |
Explanation |
Auto Add |
This box will be ticked if the stock is to be automatically added to a job when that Item is used.
Note: If ticked, the stock will be added to every job that uses that Item. |
Line# |
The line number of the stock in the grid. |
StockCode |
The stock code for that stock record. |
Stock Description |
The description of the stock as set up on the stock record. |
Stock GL Group |
The GL Group as set up on the stock record. |
Price Calculation Method |
The price calculation method as set up on the stock record. |
Price Ex/Inc |
Prices excluding and including GST. |
Templates
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This tab displays all templates in use by this Asset. See Project Templates for more detailed information.
The tabs that are common to many objects are explained below.
Tab |
Explanation |
 |
This tab displays any documents attached to this project, eg. a signed delivery note. |
 |
This tab will display all watchouts related to this project, and allows addition of new watchouts. |
 |
This tab will display all notes related to the project, including the contact that the note is related to. New notes can be added here. |
Further information
How to