Jim2® Business Engine Help File

Zoom Window Out
Larger Text | Smaller Text
Hide Page Header
Show Expanding Text
Printable Version
Save Permalink URL

Job List

The Job list is a very powerful function within Jim2. Lists are also one of the easiest features to master, and the most practical way of searching for information in Jim2. Users can define their own job responsibilities by creating lists that apply to their job function (for example, you can generate a list of all active jobs in your name, or use a status to find which jobs require action). Using job statuses, you can monitor how successful your procedures are, or users perform.

Job lists can run live in the Nav Tree, and will be refreshed at regular intervals (depending on how many minutes you stipulate) as jobs are updated across the network. You can even name your lists so that they represent what you are searching for. This helps the user if they have multiple lists running at the same time. You can also run a list of jobs by customer.

The job list can collate information from your jobs, stock, card files, dates and status records in real time for cross reference, and also use archived data. Jim2 provides for searches on active and closed jobs by ticking the Active and/or Finish tick boxes. You can then monitor current and historic trends in relation to customers, users, stock and status. When using the job list, Jim2 gives you the unique function of being able to enter data into the fields to either search for or exclude data.

Using Groups can further refine searches. Double clicking on the word Group at the beginning of the Group field within the list header field will turn green to indicate that group selection is inverted. For example, select stock that is not in these groups.

Tip

You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading.

Configuring a job list can be done from either a standard List or using the Advance List selection. List or Advanced List can be selected at the bottom left of the Job List screen.

Standard Job List header

Once a job has been invoiced, it will not appear in the job list unless you tick Inv'd (top right of header) and enter a Cust# or Name.

Note: Active, Finished, Ready must be unticked, otherwise you will receive the following warning:

If you can't see customer, ship or Item details in the list, go to Tools > Options > Jobs and tick these settings under Job List.

Tick Auto Pick Stock at the bottom, which will display the Availability % column within the list, showing what stock is or isn't available – a great time saver, as you don't need to go into the stock record to find out!

You will note that the word Finish in a job list can be one of three colours:

▪Green means the job is finished but still active.

▪Red means the job is finished and has been set to Ready to invoice.

▪Black means the job is finished and has been invoiced.

The job List tab is the default. In this screen you can select the following fields and combinations of fields to generate a job list.

Field	Explanation/Usage
Job#	Shows a list of jobs with the particular job number entered here, ie. the one job number will appear in the list.
Cust Ref#	Shows all jobs with the particular customer order or reference number entered here.
Inv#	Shows jobs with the invoice number entered here.
Cust#	Shows all jobs being invoiced to a customer entered here. If this field is coloured light red, this means the customer is on credit hold.
From#	Shows all jobs from the particular customer entered here.
Ship#	Shows all jobs being shipped to the particular customer entered here.
Status	Shows all jobs with the job status entered here.
Priority	Shows all jobs with the job priority entered here.
Type	Shows all jobs with the job type entered here.
Name	You can select a user's name or logged user (yourself).
Acc Mgr	Shows all jobs with the account manager code entered here.
Active	Tick to show all active jobs.
Finish	Tick to show all finished jobs.
Ready	Tick to show all jobs ready to invoice.
Inv'd	Tick to show all jobs that have been invoiced. You must untick Active, Finish and Ready and also select either a Cust# or Name, otherwise you will receive a warning:
Unread Email	Tick to show all jobs with unread emails (they will show in bold text).
Reserved	Tick to show all jobs with reserved stock.
Tick boxes:	Will only return results for what is ticked.
	Will not return results for any unticked boxes.
	Will return results for all of the above.
Item#	Shows all jobs with the Item code entered here.
Ser#	Shows all jobs with the Item serial number entered here.
Make	Shows all jobs with the Item make entered here.
Model	Shows all jobs with the Item model entered here.
Groups	Shows all jobs in the Item group/s selected here.
Job Type	Shows all jobs of the type entered here from Sale, Service, Manufacturing. Leave blank and all types will show in the list.
Branch/SubBranch/GL Depts	If used.

Advanced List

Highlighted area is Advanced Job List

The Advanced List will allow you to search by the following criteria, in combination with any of the fields above:

Field	Explanation
Price Level	Select price level, eg. Retail, Wholesale, etc.
Qte#	Enter a quote number here to bring back a list of all jobs related to that quote number.
Our Ref#	Enter a reference number here to bring back a list of all jobs with that number.
Currency	Only used if licensed for Multicurrency.
Date In>	Search for jobs that were added on or after the date added here.
Date In<	Search for jobs that were added on or before the date added here.
Date Due>	Search for jobs due on or after the date added here.
Date Due<	Search for jobs due on or before the date added here.
Date Out>	Search for jobs that were invoiced on or after the date added here.
Date Out<	Search for jobs that were invoiced on or before the date added here.
Stock/Parts
Order#	Show all jobs based on the order number entered here. This number relates to the line level PO# in the stock grid of the job:
Stock#	Show all jobs using the stock code entered here. This relates to the stock code in the stock grid of the job.
Status	Show all jobs using the status entered here. This relates to the line level status in the stock grid of a job.
Serial#	Show all jobs using serial number entered here – you can enter part of a serial number and it will bring up any that match. This relates to serial numbers selected within the Description area of the stock grid on the job.
Attributes	Show all jobs using attributes entered here. This relates to attributes selected within the Description area of the stock grid on the job.
Cust Groups	Show all jobs within the customer group/s.
Ship Grp	Show all jobs within the ship group/s.
Stock Grp	Show all jobs within the stock group/s.
Source/Source Value	These fields will run the lists and any filters you have selected, ie. Scheduler, Website, Email, Mobile, B2Bin. These are used for eBusiness purposes and using Website as source value – only usable if you are licensed to use eBusiness..
Due within	Shows all jobs due within these days and hours.
Due within date	Choose from Status Due or Date Due to refine your list.
Status Overdue/Date Overdue	Tick to show, untick to hide, solid black box to show all. See below for more information.

On the right-hand side of the Groups selection within the list you will notice ... OR. If you click this it will change to &. This relates to how you want to use groups within your search. If you want to select two groups and find things that are in both groups, use the & option. If you want to search two groups and find anything that is in either one of those groups use the OR option. Double clicking on the word Groups at the beginning of the Groups field will turn the field green to indicate that group selection is inverted. For example, select jobs that are not in these groups.

Your search results produce a list in a format that can be grouped even further. Dragging a given column header to the grey area at the top of the list results table will allow you to sort your results by that column header. This is normally known as grouping. The grouping area is clearly identified.

To view or edit any of the jobs within the list, simply double click (or use your F2 function key) on any of the fields relating to the job you wish to display.

Date and Status Due Overdue Filters

Using the overdue job filters, you can create lists to watch for any job that is overdue based on the due date and status due dates.

Not all fields are showing in this image

This section explains the field headings in the job list. Refer to Lists for details on sorting, naming, grouping, etc. The headings may not be strictly in this order, and there may be extra columns depending on your version of Jim2.

Field	Explanation
Pick	Tick the required boxes to display these stock codes in the Picking List report. If nothing is ticked, the Picking List report will be empty.
Job#	Job number.
Status	Job status.
Cust#	Customer card code.
Cust Ref#	Customer reference.
Item#	Item code.
Item Desc	Item description as specified in the Item code.
Serial#	Serial number, if applicable.
Date Due	Date estimated that job should be finished.
Time Due	Time estimated that job should be finished.
Name	User's name/initials.
Acc. Mgr	Customer's account manager.
Total Inc.	Invoice total including GST.
Total Ex.	Invoice total excluding GST.
Job Type	Type of job, ie. sales or service.
Type	Job Type as set up in Tools > Setups > Jobs > Job Type.
Inv#	Job mode, ie. active, reserved, etc.
Priority	Job priority, ie normal, urgent.
Quote#	Quote number, if this job was converted from a quote. This field may show Ex Job# if Show Quote # instead of Ex.Job# is unticked in Job Options. Ex Job# will show a previous linked job.
PriceLevel	Price level, ie. retail, wholesale, etc.
Tax Paid	Indicates whether tax is included or not (T = included, F = excluded).
TaxContent	Shows the total amount of tax included on the job.
Quote	Indicates whether there is a quote or not (T or F).
OurRef	Shows our reference number.
Status Date	Displays the date the status is due to change as set up in Tools > Options > Job.
Status Time	Displays the time the status is due to change as set up in Tools > Options > Job.
Date In	Date the job was entered into the system.
Time In	Time the job was entered into the system.
Date Out	Date the job was finished.
Labour	Shows the labour time used on the job.
Ex. Job#/Quote#	Displays the original job/quote number based on your choices in Tools > Options > Job.
From#	Displays the customer who requested the job.
Ship#	Displays the shipping card code.
Fault Description	Shows the information entered into this field on the job form.
Invoice Description	Shows the information entered into this field on the job form.
Branch	Displays the branch, if applicable.
Customer Region	Displays the customer region group for the customer.
Ship Region	Displays the ship region group for the customer.

When viewing a job from a list, click the arrow in the quick access toolbar for the next/previous job in that list:

Shortcut keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

Meaning of background colours:

Job# Yellow	Stock is on back order.
Status: Green	Job is not set to Ready.
Status: Red	Job is set to Ready, but not invoiced.
Black	Job is finished and invoiced.
Cust# Red	Customer either on credit hold, or payment overdue.
Full row Orange	Job has been on the same status for too long.

Right-Click Options in the Job List

Right Click Option

Function

View

View the highlighted job.

Edit

Edit the highlighted job.

Show Item details

Shows Item# and description details in the job list grid.

Auto Pick Stock

Queries the list and indicates the availability of stock for each job in the list. This will show the Availability column. You can then tick the Pick tick boxes for those you wish to pick.

Auto Create Purchase Orders

Allows for the auto-creation of purchase orders for the list of jobs.

Change Jobs Status

This will change the status of all jobs in the list as outlined in this image.

Note that the job list must have jobs of the same type, ie. Sales only.

Change Jobs Due Date

This will change all the jobs in the list's due dates.

This can only be done on Active jobs.

Export Data

Exports data from the grid to a spreadsheet.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the cell you have clicked on.

Copy Row

Copy the entire row you have clicked on.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list.

Grid Columns...

Allows you to select more columns to add to the grid.

The list of jobs needs to be the same job type, ie. sales, service or manufacturing. Jobs that are on a status of Finish, RAI.US or RAI.NR will not be updated.

Right Click Options in the Nav Tree

After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the Jobs tab, except for the last tab, which will reset all tabs to default.

Further information: