Job Costing User Profiles

You can configure these User-level profile settings in Exo Business Configurator:

Allow creation of new Make, Model and Class

If this setting is enabled, you can create Makes, Models and Classes from the Serviceable Units window.

Allow editing of job cost invoicing

Enables you to edit invoices as they are generated from Jobs. Your edits do not adjust the values of the cost lines that were used to create the invoice, but the value of the invoice displays on the Job Analysis tab.

By enabling this option, you can also generate invoices on a job that has lines in the Ready to Invoice state — for example, Initial non-refundable down payment or progress-based invoice.

Allow job transaction line write off

Controls access to the write off function for job lines. If this option is disabled, the user cannot write off lines from within a job.

Calculate 'Hours' from 'Start' and 'End' times in timesheet entry

Enable this option if users don't need to enter Total Time. If you select this option, Total time is calculated from the start dates and start times.

Default Category

The default Category when entering a Job.

Default Job Status

The default Job Status when entering a Job.

Default Job Type

The default Job Type when entering a Job.

Default Status of Job Transactions on Entry

Select the default status of new job transactions:

• C - Committed
• W - Write-off
• R - Ready to Invoice

You can, for example, select R if the transactions you are entering do not require any checking after initial entry and all transactions entered are automatically ready to appear on the next Job Invoice.

Default the Job Manager as Sales person on invoices from Job Costing

Enable this option to set the default Sales Person on invoices from Job Costing to the Job Manager. If the option is disabled, the default Sales Person is set to the currently logged in user.

Default the Job Manager from Debtor Account Staff

Enable this option to obtain the default Job Manager from the Debtor Account staff. If the option is disabled, the default Job Manager is set to the currently logged in user.

Display internal job number after saving

Enable this option to display the job number every time a job is saved.

Extra Job Costing Search Fields

The format to extend Extra Search Fields is:

• ADatabaseFieldName=FriendlyCaption=SearchBehaviour
• Multiple fields are separated by commas
• The =FriendlyCaption=SearchBehaviour is optional

For example: X_AFIELD=A Caption,X_ANOTHERFIELD=Another Caption,X_THIRDFIELD

If no behaviour parameters are passed in, it assumes a default search behaviour of GSWU where:

• =G - show this field as an optional visible column in the search grid.
• =S - add this field as part of the select statement.
• =W - make this field value a condition in the WHERE clause.
• =U - force a character to uppercase for comparison. (String Fields)
• =E - use Exact match (=) in the where clause rather than LIKE. (String Fields)

For example: X_MyField1=Mycaption=GSWUE,X_Myfield2=MyField2=E

Prefix field names that exist in both tables a table alias:

• J=JOBCOST_HDR
• A=DR_ACCS
• S=JOB_STATUS
• C=JOB_CATEGORIES
• R=JOB_RESOURCE_ALLOCATION
• F=JOBCOST_FLAGS
• G=JOB_TYPES
• H=STAFF

For example: Alias.FieldName,Alias2.FieldName

Go direct to job management screen on startup

Enable this option to display the Job Management screen on startup.

Hide tabs in Job management screen

Enables you to hide tabs on the Job Management Screen. Enter the codes for all tabs to hide, separated by commas:

• Q = hide the Quote/Budget tab
• T = hide the Timeshets tab
• C = hide the Costs tab
• A = hide the Analysis tab
• P = hide the Purchases tab
• I = hide the Invoice tab
• D = hide the Documents tab
• E = hide the Extra Fields  tab
• H = hide the History Notes  tab
• S = hide the Sub-jobs  tab
• X = hide the Dashboard tab
• B = hide the Billing Schedule tab

For example, enter Q,T,I to hide the Quote, Time, and Invoice tabs.

Hide Quote Margin

Enable this option to hide the Margin field that displays at the bottom of the Quote/Budget tab.

Hide Quote Markup

Enable this option to hide the Markup field that displays at the bottom of the Quote/Budget tab.

Hide Quote Total Cost

Enable this option to hide the Total Cost field that displays at the bottom of the Quote/Budget tab.

Hide Resource Planning Gantt Form

When this setting is enabled, the Resource Planning tab on the Job Management window and the Setup Job Resource Allocation window are hidden.

Job costing custom button X caption

Enter a Custom button caption for a button.

Job costing custom button X command line

You an add up to nine custom buttons to create shortcuts to many of the main screens. For each button, specify the details of the sub-program to be run whenever you press that button.

• To run an external program, enter:

  "MyProg.EXE <LOGIN> <CURRENT>"

  Where <LOGIN> passes the database connection details and <CURRENT> passes out the key field identifier (most commonly the SEQNO) of the current record that you have loaded on the screen at the time that you press the button.

• Any parameter entered with the extension MYREPORT.CLR assumes that a Clarity report will be run and opens Clarity.

• Any parameter entered with an extension of MYREPORT.RPT assume that Crystal Reports should be run first.

Job Costing Read-Only Access

Enable this profile to restrict users to read-only access in the Job Costing module.

Job Default due days

The default number of days after Job start date.

Job Default end time

The default number of hours after Job start time.

Job Default follow-up days

The default number of days for follow-up after a Job completes.

Job default quote expire days

The number of days for job quotes to expire. The defaults is 14 calendar days.

Override Job Codes

Enabling this option enables users to override the system-assigned Job Code.

Prompt if different delivery address on Job

Enable this profile to be display a prompt whenever a debtor's current delivery address is not the same as the delivery address in a job.

Prompt if Job Code is blank

If this option is enabled, the user is prompted if the Job Code on a transaction line is blank in Purchase Orders and Creditor's Invoices.

Remember Stock Search Form size

Enable this option to remember the size of Stock Search Form between sessions.

Restrict access to jobs on default branch only

Enable this option to restrict access to and the creation of jobs to the default branch only.

Restrict Timesheet entry to Resource associated to logged-in Staff

Enable this option to restrict the Resource to the Resources associated with the currently logged-in Staff member.

Serviceable Unit Custom Button1 Caption

The Serviceable Units window contains single a custom button. Enter a caption for the button.

Serviceable Unit Custom Button1 EXE

Specify the details of the sub-program to be run whenever you press a custom button.

Show Job Overview screen needs refresh warning

If this setting is enabled, a warning displays on the Job Overview whenever job details change, informing the user that they need to refresh the display.

Show Resource Overview screen needs refresh warning

The Resource Overview tab does not refresh automatically as job details are changed. If this setting is enabled, a warning appears on the Resource Overview whenever job details change, informing the user that they need to refresh the display.

Show the "Resource Allocations moved with Job" warning

If this setting is enabled, a warning appears on the Job Overview tab whenever a job with resources attached to it moves.

User can modify visible columns in grids

If this option is enabled, the Select visible columns option is available in the right-click menu for all ExoGrids in the Job Details window.

User has Job Administrator Rights

Enabling this option allows the user to edit the status of jobs that contain the characteristic of Job Read Only.

Warn if cash sales account is used on jobs

Enable this option to alert the user if they are about to create a job to a cash sale, or if they do not choose the account.

Weekly timesheet resource auto defaults from staff login

If there is a matching resource for the staff login, then the weekly timesheet opens with that resource.

Write of job lines when generating a credit note

When a credit note is generated from a job, the credited lines are written off automatically if this setting is set to Prompt. If it is set to Never, lines must be written off manually.