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5000manual:5200jobcards:5200jobcards [2014/03/06 12:47] 127.0.0.1 external edit |
5000manual:5200jobcards:5200jobcards [2021/01/04 03:56] (current) rajeev.ranjan |
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| |[[.:5290|{{:wiki:tsm_68_print.png|}}]]| | |[[.:5290|{{:wiki:tsm_68_print.png|}}]]| | ||
| - | {{:5000manual:5200jobcards:image002.png?600|Job Cards Screen}}\\ \\ | + | {{:5000manual:5200jobcards:job_card_screen686.png?600|Job Cards Screen}} |
| Job Cards are the centre of all activities in TSM. Here you bring together all of your contacts, products and employees to create specific jobs that can be invoiced and reported on. | Job Cards are the centre of all activities in TSM. Here you bring together all of your contacts, products and employees to create specific jobs that can be invoiced and reported on. | ||
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| == Top Toolbar == | == Top Toolbar == | ||
| - | {{:5000manual:5200jobcards:toolbar.png|}} | + | {{:5000manual:5200jobcards:top_toolbar686.png|}} |
| - | {{:5000manual:5200jobcards:jn.png|}} The unique job number assigned by TSM to this job. Job numbers are sequential, with the next number to use defined in [[:5000manual:5800utilities:5802setup:5820jobcards1|Job Card Setup]]. Typing a job number in here and hitting tab or enter will open the job in the current window, unless it is of a different type, in which case it will open the appropriate screen. **Hint**: Double Click the Job # label to refresh the current job card. | + | {{:5000manual:5200jobcards:job_card_search686.png|}} The unique job number assigned by TSM to this job. Job numbers are sequential, with the next number to use defined in [[:5000manual:5800utilities:5802setup:5820jobcards1|Job Card Setup]]. Typing a job number in here and hitting tab or enter will open the job in the current window, unless it is of a different type, in which case it will open the appropriate screen. **Hint**: Double Click the Job # label to refresh the current job card. |
| - | {{:5000manual:5200jobcards:qs.png|}} The Quick Search allows you to search for a job card using any field specified in the dropdown. Simply enter a value to search for and hit tab or enter to bring up the first job which matches the criteria. | + | {{:5000manual:5200jobcards:invoice_search.png|}} The Quick Search allows you to search for a job card using any field specified in the dropdown. Simply enter a value to search for and hit tab or enter to bring up the first job which matches the criteria. |
| - | {{:5000manual:5200jobcards:back.png|}} Use the Back Button to navigate the window to the last job card which was displayed. | + | {{:5000manual:5200jobcards:back686.png|}} Use the Back Button to navigate the window to the last job card which was displayed. |
| - | {{:5000manual:5200jobcards:arrows.png|}} The Navigation Arrows are used to jump to the first and last Job Card records, and moving sequentially through them. | + | {{:5000manual:5200jobcards:navigatiob_button686.png|}} The Navigation Arrows are used to jump to the first and last Job Card records, and moving sequentially through them. |
| - | {{:5000manual:5050contacts:search.png|}} Allows for a more detailed search of job card records. In addition to searching by field you can filter the results by job logged date and to only display incomplete jobs. | + | {{:5000manual:5200jobcards:search686.png|}} Allows for a more detailed search of job card records. In addition to searching by field you can filter the results by job logged date and to only display incomplete jobs. |
| - | {{:5000manual:5200jobcards:browse.png|}} Use the Browse button to display job card records in table format. Select a record and hit enter to open it. | + | {{:5000manual:5200jobcards:browse686.png|}} Use the Browse button to display job card records in table format. Select a record and hit enter to open it. |
| - | {{:5000manual:5050contacts:print.png|}} Allows you to print any of the detailed job card reports (or Quote reports if the Quote Option is checked). | + | {{:5000manual:5200jobcards:print686.png|}} Allows you to print any of the detailed job card reports (or Quote reports if the Quote Option is checked). |
| {{:5000manual:5200jobcards:active.png|}} The customer account status (set in [[:5000manual:5050contacts:5065general_info|Contact Maintenance]]) displays the account status of the Billing customer of the job. There are three customisable status codes in addition to the the fixed codes: | {{:5000manual:5200jobcards:active.png|}} The customer account status (set in [[:5000manual:5050contacts:5065general_info|Contact Maintenance]]) displays the account status of the Billing customer of the job. There are three customisable status codes in addition to the the fixed codes: | ||
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| == Bottom Toolbar == | == Bottom Toolbar == | ||
| - | {{:5000manual:5200jobcards:toolbarnew.png?|}} | + | {{:5000manual:5200jobcards:bottom_toolbar686.png|}} |
| ^Customer^ | ^Customer^ | ||
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| *Select site with schedule - Adds all the site equipment to the job and binds the job with the schedule for the site. The job will appear in the schedule history and completing the job will rollover the schedule. | *Select site with schedule - Adds all the site equipment to the job and binds the job with the schedule for the site. The job will appear in the schedule history and completing the job will rollover the schedule. | ||
| *Select site w/o schedule - Adds all equipment at the site to the job. | *Select site w/o schedule - Adds all equipment at the site to the job. | ||
| - | *Select item w/o scheule - Adds only the select piece of equipment to the job. | + | *Select item w/o schedule - Adds only the select piece of equipment to the job. |
| ^Orders^ | ^Orders^ | ||