Auto Create Job from Service Request/Call

Job Creation

Availability:

Available for service requests/calls where the organisation Relationship = customer.

Is dependent on these access settings:

User Preferences / Menu security / Job Maintenance
CRM User Preferences /Privileges for Add My Own Records
CRM > System > Module Control / Service /Auto create job from Service Request.

Before creating a new job, the system will check these hierarchy for an existing job number:

Where a Contract is assigned to the service request, CRM > Contracts > Contract Maintenance / Main / Job
Where a Primary Asset is assigned to the service request, CRM > Asset Management > Physical Assets / Main / Job
CRM > Organisation Maintenance / Security / Default Job for Service Request.

If no existing job number is found, on save of a new service request/call:

the system looks for a valid job template
a job is automatically created
default fields are populated to the job
the job is automatically saved
the job is linked to the service request
the job number is displayed in service request Job field on the Overview tab.

Job templates are created in Data Entry > Job Cost > Template Maintenance.
Job template selection

The hierarchy for job template selection is:

CRM > System > Utilities > Location Maintenance / Service / Def.Template for Job for the location assigned to the service request/call.
CRM > System >Module Control / Service / Def.Template for Job.

Where no template exists, or mandatory field detail is missing, an error message is displayed and the job will not be created.

The option to save the service request/call is provided.

These fields default during job creation:

Code (mandatory) - Where CRM > System > Module Control / Service / Create Job Number from S/R Number is selected the service request/call number is defaulted. Otherwise is auto generated from the Job template.
Name - Service request/Call summary detail.
Date (mandatory) - current date.
Customer (mandatory) - Service request/Call organisations customer.
Calendar (mandatory) - System > Job Cost > Module Control / Defaults / Calendar.

These fields default from the Job template:

Profit Centre (mandatory)
Value
Delivery address
Site contact
Status (mandatory)
Job manager (mandatory)
Account manager
Type (mandatory)
Price book (mandatory)
Charge type (mandatory)
Claim schedule (mandatory). Required where Charge type is schedule based.
Plant activity. Optional where Charge type is Plant.
Activity group (mandatory). Required if Job template Use work centre plan is deselected.
Use work centre plan
Work centre plan
Invoice format
Order number
Job reference
Client reference
Quote reference
Start date
Quoted date
Closed date
Accepted date
Finalised date
Expected completion
Auto b/f negative invoices
Use estimate variations
% complete calc
Revenue calc
Pro-rate method
Revenue GL
Sales GL
Retentions apply.
Control sales code
Write off code
Use expected completion dates
Include subjobs
Retention rates
Retention claim schedule