Difference between revisions of "Job List"
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[[Workshop Reports]] | [[Workshop Reports]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| − | The Job List is a report listing details of all the Jobs entered into your ERP database. The list can also be viewed with | + | '''The Job List''' is a report listing details of all the Jobs entered into your ERP database. The list can also be viewed with '''Related''' Customers displayed. |
| − | Related Customers displayed. | + | |
| − | Ways Lists in ERP can be Manipulated: | + | '''Ways Lists in ERP can be Manipulated''': |
*[[Filtering Lists]] | *[[Filtering Lists]] | ||
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*[[Export Data]] | *[[Export Data]] | ||
| − | '''How To Use the Job List''' | + | '''How To Use the Job List''' |
| − | *Select the 'Workshop' | + | *Select the ''''Workshop'''' Module then select the ''''Job List'''' button. |
| − | *Refer to Global Features for instructions on using the following functions: | + | *Refer to [[Global_Features|Global Features]] for instructions on using the following functions: |
| − | *Filtering - Add To; Execute; Clear | + | *Filtering - Add To; Execute; Clear |
| − | *Searching - F5; F6; F7 | + | *Searching - F5; F6; F7 |
| − | *Sorting columns | + | *Sorting columns |
| − | *Customise | + | *Customise |
| − | *Exporting | + | *Exporting |
*Print | *Print | ||
| − | *Select the required radio button to display the list you wish to view, i.e. 'Active Jobs Only'; Inactive Jobs Only; 'All' | + | *Select the required radio button to display the list you wish to view, i.e. ''''Active Jobs Only''''; '''Inactive Jobs Only'''; ''''All'''' |
| − | *Select the 'Related' button to view the list of Customers that have associated Related Customers. | + | *Select the ''''Related'''' button to view the list of Customers that have associated Related Customers. |
| − | *The 'Customer List' displays Jobs beside all Customers with jobs. | + | *The ''''Customer List'''' displays Jobs beside all Customers with jobs. |
| − | *To return to the 'Job List' you will need to Close the Customer List and re-open the Job List. | + | *To return to the ''''Job List' '''you will need to '''Close '''the '''Customer List''' and re-open the '''Job List.''' |
*Double-click on any entry to take you to the source of the information, i.e. the job card. | *Double-click on any entry to take you to the source of the information, i.e. the job card. | ||
| − | *Select the 'New' button to open a new Customer Card entry form when you need to create a new Customer. Refer | + | *Select the 'New' button to open a new Customer Card entry form when you need to create a new Customer. Refer |
| − | to New Customer for instructions. | + | |
| − | NB: This button does not create a new job. | + | to New Customer for instructions. NB: This button does not create a new job. |
Revision as of 12:06, 24 June 2011
Overview
The Job List is a report listing details of all the Jobs entered into your ERP database. The list can also be viewed with Related Customers displayed.
Ways Lists in ERP can be Manipulated:
How To Use the Job List
- Select the 'Workshop' Module then select the 'Job List' button.
- Refer to Global Features for instructions on using the following functions:
- Filtering - Add To; Execute; Clear
- Searching - F5; F6; F7
- Sorting columns
- Customise
- Exporting
- Select the required radio button to display the list you wish to view, i.e. 'Active Jobs Only'; Inactive Jobs Only; 'All'
- Select the 'Related' button to view the list of Customers that have associated Related Customers.
- The 'Customer List' displays Jobs beside all Customers with jobs.
- To return to the 'Job List' you will need to Close the Customer List and re-open the Job List.
- Double-click on any entry to take you to the source of the information, i.e. the job card.
- Select the 'New' button to open a new Customer Card entry form when you need to create a new Customer. Refer
to New Customer for instructions. NB: This button does not create a new job.
