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5000manual:5800utilities:5802setup:5824jobcards3 [2019/07/30 04:37] rajeev.ranjan |
5000manual:5800utilities:5802setup:5824jobcards3 [2020/06/18 09:34] (current) |
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| ^**Charge tax on job card service fee **^ | ^**Charge tax on job card service fee **^ | ||
| When this setup is checked it will charge tax on service fee applied. | When this setup is checked it will charge tax on service fee applied. | ||
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| + | ^**Amount Include Tax **^ | ||
| + | When this setup is checked it will display amount inclusive of tax by default. | ||
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| + | ^**Display Minimum Margin % **^ | ||
| + | When this setup is checked it will show job minimum margin popup warning display the actual minimum margin%. | ||
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| + | ^**Allow duplicate docket numbers in time sheets **^ | ||
| + | When this setup is checked it will allow duplicate docket numbers in time sheets. | ||
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| + | ^**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. | ||
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| + | ^**POS Invoices defaults to Quoted parts **^ | ||
| + | When this setup is checked it allow to include the POS invoice defaults to Quoted parts. | ||
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| + | ^**Linked Primary Assignment **^ | ||
| + | When this setup is checked it allow to link primary Assignment with job date/time. | ||
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| + | ^**Enable Checklist **^ | ||
| + | When this setup is checked it enable checklist for Jobs and Equipment. | ||
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| + | ^**Auto Created linked Primary Assignment **^ | ||
| + | When this setup is checked and we create job it link primary Assignment with job date/time. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**Highlight Equipment serviced**^ | ||
| + | When this setup is checked it will highlight any equipment which is previously serviced. | ||
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| + | ^**Highlight Equipment not linked to contract**^ | ||
| + | When this setup is checked it will highlight any equipment which is not linked to any maintenance contract. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**Enable equipment counters **^ | ||
| + | When this setup is checked it enable the equipment counters. | ||
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| + | ^**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. | ||
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| + | ^**Warn when job start time conflicts with another job **^ | ||
| + | When this setup is checked tsm warns when start time conflicts with another job. | ||
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| + | ^**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. | ||
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| + | ^**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. | ||
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| + | ^**Warn on Duplicate order no/ref**^ | ||
| + | When this setup is checked tsm warns when same job order number and reference number is entered. | ||
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| + | ^**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. | ||
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| + | ^**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**^ | ||