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5000manual:5200jobcards:5230jobdetails [2020/06/18 09:34] 127.0.0.1 external edit |
5000manual:5200jobcards:5230jobdetails [2021/01/06 03:03] (current) rajeev.ranjan |
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===== Job Details ===== | ===== Job Details ===== | ||
- | {{ :5000manual:5200jobcards:image130.png?600|Job Details tab}} | + | {{ :5000manual:5200jobcards:job_detail_tab.png?600|Job Details tab}} |
The Job Details page contains all the details of the work actually carried out for the job. | The Job Details page contains all the details of the work actually carried out for the job. | ||
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The timesheet grid displays all labour carried out on this job. Note that these entries will not be added to the job total or displayed on the jobs invoice if an ammount is specified in the Quote: Labour field on the [[:5000manual:5200jobcards:5235invoicing|Invoicing tab]]. **Hint**: Timesheets can also be added to jobs using the [[:5000manual:5400timesheets:5400timesheets|Timesheets module]] and [[:5000manual:5800utilities:5820endofday|End of Day]] utility. | The timesheet grid displays all labour carried out on this job. Note that these entries will not be added to the job total or displayed on the jobs invoice if an ammount is specified in the Quote: Labour field on the [[:5000manual:5200jobcards:5235invoicing|Invoicing tab]]. **Hint**: Timesheets can also be added to jobs using the [[:5000manual:5400timesheets:5400timesheets|Timesheets module]] and [[:5000manual:5800utilities:5820endofday|End of Day]] utility. | ||
- | {{:5000manual:5200jobcards:tadd.png|}} Allows you to create a new timesheet entry by bringing up the [[:5000manual:5400timesheets:5405details|Time Details]] screen. | + | {{:5000manual:5200jobcards:add_time.png|}} Allows you to create a new timesheet entry by bringing up the [[:5000manual:5400timesheets:5405details|Time Details]] screen. |
- | {{:5000manual:5200jobcards:tedit.png|}} Select an existing timesheet and click this to change its details. | + | {{:5000manual:5200jobcards:edit_time686.png|}} Select an existing timesheet and click this to change its details. |
- | {{:5000manual:5200jobcards:tdel.png|}} Removes the selected timesheet from the job. | + | {{:5000manual:5200jobcards:delete_time686.png|}} Removes the selected timesheet from the job. |
- | {{:5000manual:5200jobcards:tinc.png|}} Click to use a prepaid incident on this job. It will be coloured blue if the billing customer for the job has a current [[:5000manual:5500maintenance:5535prepaid|Prepaid Contact]], will show the number of incidents if available, and display 'Incident Applied' if an incident has been used. | + | {{:5000manual:5200jobcards:prepaidincident686.png|}} Click to use a prepaid incident on this job. It will be coloured blue if the billing customer for the job has a current [[:5000manual:5500maintenance:5535prepaid|Prepaid Contact]], will show the number of incidents if available, and display 'Incident Applied' if an incident has been used. |
- | {{:5000manual:5200jobcards:tsumm.png|}} Click to display a dialogue which summarises total number of hours worked and billed by labour type. | + | {{:5000manual:5200jobcards:summary_time686.png|}} Click to display a dialogue which summarises total number of hours worked and billed by labour type. |
- | {{:5000manual:5200jobcards:tdisplay.png|}} Used to filter the timesheet comments display. The options are: | + | {{:5000manual:5200jobcards:comment_drop_down.png|}} Used to filter the timesheet comments display. The options are: |
*No Time Comments - Removes the comment field. | *No Time Comments - Removes the comment field. | ||
*Show This Time Comment - Displays both invoice and internal comments of the selected timesheet. | *Show This Time Comment - Displays both invoice and internal comments of the selected timesheet. | ||
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The Parts Used section is where you record parts and additional services that are used on a Job. Note that these entries will not be added to the job total or displayed on the jobs invoice if an ammount is specified in the Quote: Parts field on the [[:5000manual:5200jobcards:5235invoicing|Invoicing tab]]. **Hint**: Parts can also be added to a job using the [[:5000manual:5450partsused:5450partsused|Parts Used]] module or [[:5000manual:5700purchase_orders:5700purchase_orders|Purchase Orders]]. | The Parts Used section is where you record parts and additional services that are used on a Job. Note that these entries will not be added to the job total or displayed on the jobs invoice if an ammount is specified in the Quote: Parts field on the [[:5000manual:5200jobcards:5235invoicing|Invoicing tab]]. **Hint**: Parts can also be added to a job using the [[:5000manual:5450partsused:5450partsused|Parts Used]] module or [[:5000manual:5700purchase_orders:5700purchase_orders|Purchase Orders]]. | ||
- | {{:5000manual:5200jobcards:padd.png|}} Click to add a new parts used entry using the [[:5000manual:5450partsused:5455details|Parts Details]] screen. | + | {{:5000manual:5200jobcards:add_assignment686.png|}} Click to add a new parts used entry using the [[:5000manual:5450partsused:5455details|Parts Details]] screen. |
- | {{:5000manual:5200jobcards:pedit.png|}} Select an existing entry and click this to change its details. | + | {{:5000manual:5200jobcards:edit_time686.png|}} Select an existing entry and click this to change its details. |
- | {{:5000manual:5200jobcards:pdel.png|}} Removes the selected parts used entry from the job. | + | {{:5000manual:5200jobcards:deleet_assignment.png|}} Removes the selected parts used entry from the job. |
\\ \\ | \\ \\ | ||
- | {{:5000manual:5200jobcards:bulk.png?450|Bulk Add Parts screen}} | + | {{:5000manual:5200jobcards:bulk_add_parts686.png?450|Bulk Add Parts screen}} |
\\ \\ | \\ \\ | ||
- | {{:5000manual:5200jobcards:pbulk.png}} Click to bring up the Bulk Add Items screen. Here you can quickly add multiple items to the job, using either a list of parts in each location, or by manually specifying entries (use the down key to create new lines). | + | {{:5000manual:5200jobcards:bulk_add_parts_button686.png|}} Click to bring up the Bulk Add Items screen. Here you can quickly add multiple items to the job, using either a list of parts in each location, or by manually specifying entries (use the down key to create new lines). |
{{:5000manual:5200jobcards:pshow.png|}} Switch between Quoted and Actual Parts. | {{:5000manual:5200jobcards:pshow.png|}} Switch between Quoted and Actual Parts. | ||
\\ \\ | \\ \\ | ||
- | {{:5000manual:5200jobcards:allocq.png?450|Allocated Quoted Parts screen}} | + | {{:5000manual:5200jobcards:allocate_quoted_part686.png?450|Allocated Quoted Parts screen}}} |
\\ \\ | \\ \\ | ||
{{:5000manual:5200jobcards:palloc.png|}} Brings up the Allocated Quoted Parts screen which allows you select which quoted parts to place onto the job (become actual parts). | {{:5000manual:5200jobcards:palloc.png|}} Brings up the Allocated Quoted Parts screen which allows you select which quoted parts to place onto the job (become actual parts). | ||
\\ \\ | \\ \\ | ||
- | {{:5000manual:5200jobcards:orderq.png?450|Order Quoted Parts screen }} | + | {{:5000manual:5200jobcards:order_quoted_part686.png?450|Order Quoted Parts screen}} |
\\ \\ | \\ \\ | ||
{{:5000manual:5200jobcards:porder.png|}} Brings up the Order Quoted Parts screen which allows you to quickly create Purchase Orders from quoted parts which will then be received on the job. | {{:5000manual:5200jobcards:porder.png|}} Brings up the Order Quoted Parts screen which allows you to quickly create Purchase Orders from quoted parts which will then be received on the job. | ||
\\ \\ | \\ \\ | ||
{{:5000manual:5200jobcards:preq.png|}} Opens the [[:5000manual:5100products:5134requisitions|Requisitions module]]. | {{:5000manual:5200jobcards:preq.png|}} Opens the [[:5000manual:5100products:5134requisitions|Requisitions module]]. |