File Debtor Qualifications

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File - Debtor - Qualifications

The Debtor File Update screen - Qualifications tab is used by the Micronet Job Costing System (MJC) to store any qualifications that an employee must have to be able to be posted or assigned to a job. For example, an employee may be required to have appropriate BHP certification before they are able to be assigned to a BHP job.

Reference

The qualifications that can be selected are setup and maintained in MJC. For more details, refer to "File - Qualifications".

To store mandatory qualifications against a customer:

Add a new debtor or open an existing one.

Refer to "Adding a New Debtor" or "Updating a Debtor".

Select the Qualifications tab.

Micronet displays the Debtor File Update screen - Qualifications tab.

If you want to:

add a qualification, select the Add button
insert a qualification, select the line below where you want the qualification inserted then select the Insert button
delete a qualification, select the qualification then select the Delete button
edit a qualification, double click on a qualification or select a qualification then press Enter.

If you selected to add, insert or edit a qualification, Micronet displays the Enter Requirement screen.

Complete the following fields:

	Field	Value
	Code	Enter a qualification code or press Enter to select from a list.
	Description	Micronet displays the description for the qualification code.
	Allowed Accompanied Access	Select whether all people assigned to a job require this qualification. Options are: Yes – only one person assigned to this customer’s jobs needs to have this specific qualification. Any subsequent employees assigned to a job for this customer do not necessarily need to have this qualification as long as they are both assigned for the same day/time. No – all employees assigned must have this qualification.

Select the Accept button.

Micronet redisplays the Enter Requirement screen.

Select the Cancel button when you have finished adding qualifications.

Micronet redisplays the Debtor File Update screen - Qualifications tab.

Select FILE | SAVE.

Optionally, update orders held on file for this customer by selecting EDIT | UPDATE ORDERS.

Refer to "Debtor File Update Screen - Menu Options".