Difference between revisions of "Job List"
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<menu name=myMenu align=center> | <menu name=myMenu align=center> | ||
More Detail= | More Detail= | ||
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[[Advanced Repairs]] | [[Advanced Repairs]] | ||
| + | [[Customer Equipment List]] | ||
| + | [[Customer List]] | ||
| + | [[Equipment]] | ||
| + | [[Equipment List]] | ||
[[Job List]] | [[Job List]] | ||
| + | [[Manufacture]] | ||
| + | [[Manufacture List]] | ||
| + | [[New Repair]] | ||
| + | [[Product]] | ||
| + | [[Product Express List]] | ||
[[Repair Fault]] | [[Repair Fault]] | ||
[[Repair Faults List]] | [[Repair Faults List]] | ||
[[Repair List Invoice]] | [[Repair List Invoice]] | ||
| − | [[ | + | [[Repairs 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 '''Related''' Customers displayed. | ||
| + | |||
| + | '''Ways Lists in ERP can be Manipulated''': | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7|Searching F5 F6 F7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To Use the Job List''' | ||
| + | |||
| + | *Select the ''''Workshop'''' Module then select the ''''Job List'''' button. | ||
| + | |||
| + | *Refer to [[Global Features|Global Features]] for instructions on using the following functions: | ||
| + | |||
| + | *'''Filtering''' - Add To; Execute; Clear | ||
| + | *'''Searching''' - F5; F6; F7 | ||
| + | *'''Sorting columns''' | ||
| + | *'''Customise''' | ||
| + | *'''Exporting''' | ||
| + | *'''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 ''''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. <br> | ||
| + | |||
| + | '''NB''': This button does not create a new job. | ||
Latest revision as of 13:18, 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.
NB: This button does not create a new job.
