Please see Overview for an explanation of Machine lists.
Not all fields are displayed in this image.
Field |
Explanation |
Machine# |
You can enter a machine number here, or leave it blank to run a full list of machines. |
Cust# |
Entering a customer card code here will display a list of all machines for that customer. |
Status |
Choosing a status will display a list of all machines for that status. |
Type |
You can refine your list to show only master machines, or child machines, etc. |
Serial# |
Entering a serial number will bring back the machine with that serial number only. |
Ship# |
Either the same card code as the Cust# or a Ship card related to the Cust#. |
Master# |
Entering a master machine number will list the master and child machines for that master number. |
Request By |
Produces a list of all machines using the Request By method selected here, ie. email, fax, etc. |
Cust Ref |
Produces a list of all machines using this customer reference. |
Contract |
Produces a list for all machines of this contract type, ie. Retail. |
Last Billed < |
Produces a list of all machines last billed prior to the date entered here. |
Name |
Produces a list of all machines for the Name entered here. |
Billed |
Produces a list of all machines billed based on the period selected here, ie. quarterly. |
Next Billed < |
Produces a list of all machines with their next bill date due prior to the date entered here |
Request Sent |
Produces a list of all machines with a request sent prior to the date entered here. |
Item# |
Produces a list of all machines using this Item. |
Make/Model |
Produces a list of machines using this Item make and/or model. |
Avg Bills |
Produces a list of all machines that have averaged bills based on the number entered here, ie. 2 will bring back all machines that have had average bills twice. |
Consolidated Tick Box
The Consolidated tick box offers choices for customers using third party PO meters to account for contractor service agent costs on a machine. Jim2 can create a consolidated, separate third party PO per single machine, or even per master machine. This is a global setting and can be overridden by a the Group PO By Project Method setting on the Vendor tab of the card file. In particular cases, a contractor could be set up for single third party POs for each machine or master.
▪Consolidated – All purchase order lines for a particular period are added to the same purchase order.
▪Single – Each machine has its own purchase order created.
▪Master – Machines of a single master machine will be added to their own purchase order. Standalone machines are treated as though the setting is Single.
Sorting, searching and grouping are all available as per other lists in Jim2. Click on the column header in the grid you wish to sort, then drag it to the Group By area to group.
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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. |
This section explains the field headings in the Machine List. Refer to Lists for details on sorting, naming, grouping, etc. The headings may not be strictly in this order.
Field |
Explanation |
Machine# |
Machine number. |
State |
Displays where the project is up to, ie. Active, Billing Due, etc. Any text coloured red means that an action is required. |
Cust# |
Customer card code. |
Ship# |
Ship card code. |
Customer Name |
Customer name. |
Contract Price Level |
Displays the price level for the machine, as set up in Price Levels. |
Machine Type |
Displays the type of machine, as set up in Machine Types. |
Request Sent |
This field is updated when a meter read request is sent. |
Next Bill |
Displays the next bill due date. Any text coloured red means that an action is required. |
Last Billed |
Displays the last billed date. |
Item# |
Item number. |
Item Desc |
Item description as shown in the Item. |
Item Model |
Model. |
Item Make |
Make. |
Name |
You can select a name, or use logged user. |
Cust Ref |
Customer reference. |
Serial # |
Serial number, if applicable. |
Warranty In |
Date warranty commenced. |
Warranty Out |
Date warranty expires. |
Contract In |
Date contract commenced. |
Contract Out |
Date contract expires. |
Status |
The status of the machine, ie. Booked, etc. |
Request By |
Request By method, ie. email. |
Branch/SubBranch/GL Dept |
Lists branch, sub-branch and GL department if branches are being used. |
Location |
Primarily used to describe the location of, for instance, a photocopier in a customer's building, ie. Reception, 1st floor, etc. |
Customer Region |
Customer region group. |
Ship Region |
Ship region group. |
Ex Mach# |
If a machine was at a previous customer, returned and went to a new customer, this number relates to the machine contract from the original customer – allowing you to track the entire life of the machine. |
Billed |
Billing frequency, ie. monthly. |
Master# |
Master machine number. |
Price Rev |
Date price last reviewed. |
Acc. Mgr |
Customer account manager. |
Master Meter |
Yes or no. |
Billing Total Ex. |
The figure shown here is the amount of the next billing action due.
Note: if there is more than one billing action, the amount shown here will be for the next billing due, and will not show the total of all billing due. |
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Will only return results for what is ticked. |
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Will not return results for any unticked boxes. |
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Will return results for all of the above. |
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When viewing a machine 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 |
If your security allows it, you can right click within the grid, select Export Data and save the list information as an XLSX file.
Right Click Option in Grid
Right Click Option |
Function |
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View |
View the highlighted machine. |
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Edit |
Edit the highlighted machine. |
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View Customer # |
View the highlighted customer's card file. |
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View Ship # |
View the highlighted customer's Ship card file. |
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Bill Machine |
Will allow you to bill the highlighted machine. |
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Add Machine to Non Report Group |
Allows you to add the highlighted machine to a non report group. |
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Export Data |
Exports the list to a spreadsheet. |
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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. |
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Print the list. |
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Print Preview |
Preview the list to be printed. |
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Copy Cell |
Copy the cell you have clicked on. |
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Copy Row |
Copy the entire row you have clicked on. |
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Copy All |
Copy all, which can then be pasted into a spreadsheet |
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Show Find panel |
Opens the Find panel: 
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Grid Columns... |
Allows you to select more columns to add to the grid. |
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 Machines tab, except for the last tab, which will Reset to Default all tabs.
Further information: