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Assigned to: In addition to the one person that can be inserted when creating a historical job, more can be added here, including suppliers as assigned personnel. Note: If a person is deleted from the historical job, where hours have been entered on the historical job, the time records will always remain on the job. Hours must be deleted via the time list.
Article: Articles/parts that were used on the job can be selected from the article register, as well as from the separate list ‘Articles attached to asset’: the asset’s parts list / bill of materials. Automatic withdrawals from inventory can be made by checking off TR (Perform storage transaction – access-controlled).
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For invoicing of jobs (Service management). Here are separate checkboxes for:
Not specified - this is activated on the history job by default.
No Invoice - activated for jobs that are not to be invoiced.
To be invoiced - activated to distinguish between jobs to be invoiced and the jobs that are ready for invoicing.
Ready to invoice - activate this when the job is ready for invoicing. The job must have this status in order to create an invoice for the job.
Invoiced - When the job has been invoiced (invoice created), it is automatically placed on the job.
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