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Job List

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Revision as of 11:51, 3 March 2011 by Eliza (Talk | contribs)

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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
  • 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.