Job Cards

Job Cards

Tick the required option to allow the employees in the Security Group to access these functions:

Job Cards	This must be ticked to access any of the Job Card functions.
Contract Jobs	This must be ticked to access any of the Contract Job functions.
Add	Add new Job Cards / Contract Jobs.
Edit	Make changes to existing Job Cards / Contract Jobs.
Delete	Delete Job Cards / Contract Jobs.
Job Details	Display the Job Details page.
Complete Job Card	Complete a job. This changes the Job Status to COMPLETED and assigns a Completed Date.
Complete Contract Job	Complete a Contract job. Assign a Completed Date to complete the contract job.
Create / Print Invoices	Invoice a Job / print Job invoices.
Edit Job Notes	Change the Job Notes on a job.
Add Job Notes	Add new Job Notes to a job.
View Job Audit Trail	View a job's audit trail by right clicking on the Job Notes button.
Update Quotes	Update quoted job details.
Show Costs	Show cost prices on parts used and job profitability on invoice page.
Ignore Minumin Margin	Ignore the check for minumin margin when a job is completed. Minumin margin is determined by the Service Code.
Add Parts Used	Add parts used to a job.
Edit Parts Used	Edit parts used on a job.
Delete Parts Used	Delete parts used from a job.
Edit completed jobs	Make changes to completed jobs.
Edit invoiced jobs	Make changes to invoiced jobs (excluding financial information).
Edit financial info on invoiced jobs	Make changes that affect financial information on invoiced jobs.
Delete zero balance invoices	Delete invoices that have a zero balance.
Delete unpaid invoices	Delete invoices that have not had any payments made against them.
Edit the Logged By field	Make changes to the Logged By field.
Complete Jobs with open orders	Allow jobs with open purchase orders to be completed.
Edit the Invoiced Date	Change the invoice date.
Edit Billable / Unbillable	Change a Job to Billable or Unbillable.
Convert to Contract Jobs	Allow regular jobs to be converted to Contract jobs.
Change the Department Code	Allow the Department Code to be changed once set.
Delete Cont.Job Stages. Cost Centre, etc	Allow deletion of a Contract Job stage, cost centre and anything related to it.
Edit Scheduled Job Rollover Date	When rolling over a scheduled job, allow the rollover date to be changed.
View sensitive financial information	Show sensitive financial information, eg profitability.
Edit/Delete invoiced parts / time used	Change or delete Time or Parts Used on a job after it has been invoiced.
Enable Actual Parts on POS Invoices	Allow entry of Actual parts on POS invoices or restrict entry to Quoted parts.

Select All/Deselect All - Click on this to tick/untick all options on this page.