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Jim2® Business Engine Help File

Machine Type is used to specify the type of Machine. This drives many things in regard to how the Machine is displayed, and how it is billed, etc. There are a number of standard Types, with Machine or Master types being typically used.

 

New Machine types can be created based on these system Machine types. For example, whilst a printer and a copier would both be based on the Machine Type, you may wish to create a specific Printer and Copier Machine type.

 

On the ribbon, go to Tools > Setups > Machines > Machine Types.

 

Add your required Machine types using Add at the bottom of the screen.

 

show overview

 

There are two types of flags within the Machine setup:

1.System: the System tick box indicates that this is a hard coded Machine type, and users cannot remove/amend.

2.Show Overview: this tick box enables the Overview tab on the project. The Overview tab provides data on linked jobs and quotes.

 

An Asset type project is used when you track the service/sales in relation to a piece of equipment, but you don't have a billing arrangement. If you select Asset, Jim2 does not add the billing options, ie. the Add Billing tab at the bottom of the screen. It will only show the Add Jobs tab.

 

Further information: