Job Maintenance

Use this form to create and maintain jobs. You can only maintain jobs if the job profit centre belongs to the profit centre group assigned to your user preferences in JC User Preferences.

Creating Jobs

Enter data into these forms to create a job:

• Main
• Additional
• Forecast
• Revenue
• Job Card
• Custom
• Notes
• Related

Some parameters default to new jobs using the JC Module Control settings.

You can also use Job Templates to create jobs, which enable you to select a pre-defined template (or parent job, where a sub-job is being created) complete with default parameters. This saves time when creating new jobs that have the same or similar parameters to existing jobs. To select a template when creating a new job, press F5 while on a empty form or click the icon on the toolbar.

You can also create a job by copying an existing one. Select the job you want to copy and click the icon on the toolbar. You can copy the existing job's user defined trees and/or user defined fields to the new job. Select the options you need, and then click OK to create the new job. Enter a job code and the description of the job.

Click the toolbar icon to delete a job. This only enabled if no transactions have been processed against the job.

You can access these forms on the Job Maintenance form:

• Transactions
• Service Requests (only if the CRM Service & Support Module is in use)
• eTimesheets (only if the CRM eTimesheets Module is in use)

Direct Access to Transaction Entry

You can access these forms from Job Maintenance by clicking the buttons on the right side of the form. The form that opens is pre-populated with details of the job that was selected in Job Maintenance when the form was accessed.

• Write Off Costs
• Sales Split
• Create Plant Charges
• Create Inventory Transfer
• Create Sales Invoice
• Create Sales Credit Note
• Create Estimates
• Create Timesheets
• Create Disbursements
• Create Purchase Orders (if Purchase Orders module is in use)
• Create Purchase Invoice
• Create Sub Job

• Module Control Defaults
• Job Templates