Difference between revisions of "Job List"
From TrueERP wiki
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== 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]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To Use the Job List''' | ||
| + | |||
| + | *Select the 'Workshop' tab 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 | ||
| + | *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. Refer | ||
| + | to New Customer for instructions. | ||
| + | NB: This button does not create a new job. | ||
Revision as of 11:51, 3 March 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' tab 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.
