Managing Service Jobs

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Managing Service Jobs

When you are processing a service job, field service job or quote, you can use the menu options on the Job Transaction Processing screen to perform various tasks including saving the job or quote, processing invoices and progress claims, printing a job card, creating and maintaining job stages, and assigning employees to jobs.

Warning

Any alterations you make adjust your job and overall WIP.
Micronet only allows you to alter job transactions for jobs that are in an active status. To alter transactions for jobs in an inactive status, you would first need to alter the job status as displayed on the service job header. You can only alter the job status if your user security allows it AND if the job status allows status changes (as set in the Job Status Table) AND if the job has not yet been finalised.
After transactions (materials and labour) have been added to a job and included when the job was invoiced, Micronet flags them as taken up for costing and sales tax purposes. These transactions cannot be deleted or edited.

Display the Job Information screen for the job you want to manage.

Refer to "Maintaining the Service Job Header".

Select the Accept button or press F2 to proceed.

Micronet displays the Job Transaction Processing screen.

This screen displays the following fields:

	Field	Value
	Customer Number	The ID and name of the customer for the selected job.
	Job Number	The job number.
	[Job Description]	Up to three lines of job details.
	Hours	The actual hours worked on this job to date.
	Billed Hours	The hours billed for this job to date.
	Cost	The cost of sales for the job, i.e. the cost of materials, labour and any other costs. There must be an amount displayed in this field before you can invoice the job.
	Charge	The total amount to be charged to the customer for the job. There must be an amount displayed in this field before you can invoice the job.
	Invoiced	The amount already invoiced for this job to date.
	Stage	2.8 Feature The job stage to which the material, labour or text line applies.
	Item	2.8 Feature The item number.
	Description	Any materials, text or labour added to the job.
	Operation	For labour lines, the operation (type of work) performed. For more information, refer to "File - Operation".
	Employee	2.8 Feature For labour lines, the employee assigned to perform the work.
	Qty	The number of items or number of hours associated with each material or labour line.
	O/T	The rate code associated with a labour line, e.g. Normal, Time/Half, Double.

Technical Tip

Your rate codes are set on the Enter Rate Names screen in company configuration (refer to "Edit - Applications - MJC - General"). If you want the job screen to display the rate name rather than the rate code, right click in the select box at the bottom of the screen and select EDIT SELECT BOX. Double click on the JT_OTRATE field and set the Convert Char field to Yes.

For more information about editing select boxes, refer to "Customising Transaction Entry Screens".

	Rate	The unit rate for each line.
	Total	The total amount charged for each line.
	Unit Cost	2.8 Feature The unit cost of the item or, for labour lines, the number of hours.
	Unit Sell	2.8 Feature The unit sell price of the item or the labour rate charged.
	Discount	2.8 Feature Any discount applicable.
	Sell Total (ex)	2.8 Feature The total amount charged for each line, excluding GST.
	Sell Total (inc)	2.8 Feature The total amount charged for each line, including GST.

As well as adding, changing and deleting the job lines, you can perform any of the following edits or actions on the Job Transaction Processing screen if required:

save the job as a normal job, field service job or quote - refer to "Job Transaction Processing - File - Save"
save the job as a paperless job if you are using Fleet Track - refer to "Job Transaction Processing - File - Save Paperless"
process invoices and progress claims - "Service Jobs - Invoicing, Progress Claims and Credits"
delete the job if you don't want to keep it - refer to "Job Transaction Processing - File - Delete"
edit the service job header - refer to "Job Transaction Processing - Edit - Header"
view budgets for the job - refer to "Job Transaction Processing - Edit - Budgets"
if you have MES installed, load the lines of an estimate into the currently displayed job - refer to "Job Transaction Processing - Edit - Read Estimate"
choose to manage either materials, text or labour for the job - refer to "Job Transaction Processing - Edit - Item / Text / Labour"
print a service call sheet (job card) for the job - refer to "Job Transaction Processing - Job Card"
print an assembly list for any items on the job that need to be assembled - refer to "Job Transaction Processing - Assembly List"
add, view or maintain text for the job - refer to "Job Transaction Processing - Job Text"
create new job stages and variations - refer to "Job Transaction Processing - Stages - Variations and Stages"
load the job stages and variations from an existing job into the currently displayed job - refer to "Job Transaction Processing - Stages - Load Stages"
change the order in which the job lines are displayed and printed in reports - refer to "Job Transaction Processing - Sort"
assign employees to jobs - refer to "Job Transaction Processing - Scheduling"
if you have MPM installed, record measurement readings, faults and downtime for items of plant and equipment - refer to "Job Transaction Processing - Fault + Reading"
if you have MPM installed, assign plant and/or equipment to the job - refer to "Job Transaction Processing - Loan"
inquire on purchase orders, invoices or purchase history for a job item (2.8 feature) - refer to "Job Transaction Processing - Inquiry (v2.8)".