TSM Wiki

You are here: Welcome » TSM Manual » Utilities » Setup » Job Cards Page 3

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision 		Previous revision
5000manual:5800utilities:5802setup:5824jobcards3 [2019/07/19 14:35]
rajeev.ranjan 		5000manual:5800utilities:5802setup:5824jobcards3 [2020/06/18 09:34] (current)
Line 1: Line 1:
 ===== Job Cards Page 3 ===== ===== Job Cards Page 3 =====
 +^**Default Job Employee Id To logged In User **^
 +TSM allows you to setup when we are adding new job it set the employee id to default logged in user. 
 +
 +^**Do not allow job completion if timers are running **^
 +When this setup is checked it does not allow to complete job/​stage/​variation if timer is running in respective job/​stage/​variation.
 +
 +^**Do not show last job/service date **^
 +When this setup is checked it does not allow to show last job completed or done for client.
 +
 +^**Automatically set Job due date to Job logged date **^
 +TSM allows you to setup when we are adding new job it set the job due date job logged date.
 +
 +^**Calculate Estimated End Date **^
 +When this setup is checked it should in job automatically calculate the estimated end date from job card duration and job date.  ​
 +
 +^**Charge tax on job card service fee **^
 +When this setup is checked it will charge tax on service fee applied.
 +
 +^**Amount Include Tax **^
 +When this setup is checked it will display amount inclusive of tax by default.
 +
 +^**Display Minimum Margin % **^
 +When this setup is checked it will show job minimum margin popup warning display the actual minimum margin%.
 +
 +^**Allow duplicate docket numbers in time sheets **^
 +When this setup is checked it will allow duplicate docket numbers in time sheets.
 +
 +^**Job history includes Customer, Billing Customer and Site **^
 +When this setup is checked it includes the job history from customer or Billing customer or site.
 +
 +^**POS Invoices defaults to Quoted parts **^
 +When this setup is checked it allow to include the POS invoice defaults to Quoted parts.
 +
 +^**Linked Primary Assignment **^
 +When this setup is checked it allow to link primary Assignment with job date/​time. ​
 +
 +^**Enable Checklist **^
 +When this setup is checked it enable checklist for Jobs and Equipment.
 +
 +^**Auto Created linked Primary Assignment **^
 +When this setup is checked and we create job it link primary Assignment with job date/time.
 +
 +^**Priority/​SLA should not change job date**^
 +When this setup is checked it does not recalculate the job due date even when Priority/​SLA code is set.
 +
 +^**Priority/​SLA should not change received date**^
 +When this setup is checked it does not recalculate the received due date even when Priority/​SLA code is set.
 +
 +^**Automatically add all site equipment for non scheduled jobs**^
 +When this setup is checked it should all equipment for selected customer automatically be appended to the job card when created.
 +
 +^**Do not remove equipment on job if it already exist**^
 +When this setup is checked and when selecting equipment add to job do not ask to remove existing equipment if it already exist.
 +
 +^**Highlight Equipment serviced**^
 +When this setup is checked it will highlight any equipment which is previously serviced.
 +
 +^**Highlight Equipment not linked to contract**^
 +When this setup is checked it will highlight any equipment which is not linked to any maintenance contract.
 +
 +^**Explode BOM/kits when added to job Equipment**^
 +When this setup is checked it will automatically expand BOM or kit into its component parts when added as job equipment.
 +
 +^**Job Maintenance button searches sites only**^
 +When this setup is checked job maintenance button lookup equipment against site id otherwise it will lookup equipment against customer, bill customer and site.
 +
 +^**Auto Create Maintenance Contract on Job Completion**^
 +When this setup is checked it automatically create a maintenance contract or link to an existing contract job linked equipment when the job is completed and equipment is not already linked to contract.
 +
 +^**Auto set Maintenance Billing Customer **^
 +When this setup is checked it should the Billing Customer id be automatically changed when equipment is added to job card from maintenance button.
 +
 +^**Enable equipment counters **^
 +When this setup is checked it enable the equipment counters.
 +
 +^**Warn if open quote exists **^
 +When this setup is checked tsm warns when we assigning customer id to a job if open quotes exist for that customer.
 +
 +^**Warn when job start time conflicts with another job **^
 +When this setup is checked tsm warns when start time conflicts with another job.
 +
 +^**Warn when saving jobs without assigned employee**^
 +When this setup is checked tsm warns when we save a job which don't have any employee assigned.
 +
 +^**Warn when Completing jobs without assigned employee**^
 +When this setup is checked tsm warns when we complete a job which don't have any employee assigned.
 +
 +^**Warn on Duplicate order no/ref**^
 +When this setup is checked tsm warns when same job order number and reference number is entered.
 +
 +^**Warn on exceeding Customer credit limit**^
 +When this setup is checked tsm warns user that customer credit limit is exceeded whenever job changes are made.
 +
 +^**Warn on updating jobs linked to Tsm Mobile **^
 +When this setup is checked tsm warns whenever a job changed that has been sent to Tsm Mobile .
  
 ^**Compulsory Customer Order Number**^ ^**Compulsory Customer Order Number**^
Line 86: Line 181:
  
 ^**Enable HRA**^ ^**Enable HRA**^
-TSM allows you to Enable or Disable HRA tab with the setup located in Utilities->​Setup-->​Job cards--> Settings, if this Enable HRA setup is checked then only we can see HRA tab in job card and add HRA for a job.+TSM allows you to Enable or Disable HRA tab with this setup,if this Enable HRA setup is checked then only we can see HRA tab in job card and add HRA for a job.
  
-^**Enable ​TASK**^ +^**Enable ​Tasks**^ 
-TSM allows you to Enable or Disable Tasks tab with the setup located in Utilities->​Setup-->​Job cards--> Settings, if this Enable Tasks setup is checked then only we can see Tasks tab in Job card ,Wide Jobs,Help Desk,Wide Help Desk,​Customers,​Suppliers,​ Visual Scheduler and add Task.+TSM allows you to Enable or Disable Tasks tab with this setup,if this Enable Tasks setup is checked then only we can see Tasks tab in Job card ,Wide Jobs,Help Desk,Wide Help Desk,​Customers,​Suppliers,​ Visual Scheduler and add Task.
  
 ^**Customer Terms and Conditions**^ ^**Customer Terms and Conditions**^