Job Ops 2014 R1 User Guide

© Synergistic Software Solutions 2014 Page 1 of 15 All rights reserved

7300 Metro Blvd

Suite 215 Edina, MN 55439

612.367.7300

JOBOPS: ENHANCEMENTS 2014 R1

USER GUIDE LAST REVISED 06/2014

INTRODUCTION

This user guide provides information on new features released in version 2014 R1.

DESCRIPTION OF ENHANCEMENTS

Auto Complete for Item Codes/Customers/Vendors

Ability to print crystal reports using Crystal Files from the custom reports menu [Enh 1-6162]

Expanded Budget Number fields in Work Ticket Entry [Enh 1-5796]

Service Ticket Billing Quick Printing [Enh 1-6051]

Work Ticket attachments copied when created from open or history work ticket [Enh 1-5953]

Repair Equipment Information filter by customer on sales order [Enh 1-5941]

CRM Activity Log Performance Enhancements

Labor Report By Employee in crystal reports [Enh 6310]

Sales Tax Performance Improvements in Sales Order Entry

Performance Improvements in Sales Order Entry

Import Parts in Work Ticket Entry allow Bill of Material Revision Selection [Enh 1-6105]

Work Ticket Number in GL Posting Comments from AP Registers [Enh 1-6233, 1-6213]

Disallow the deleting of parts with transactions [Enh 1-5966]

Work Ticket History Recalculation [Enh 1-6323]

Work Ticket Profit Analysis in grid format

The customizations are described in more detail on the following pages.

JobOps 2014 R1 – 5.10 R1


AUTO COMPLETE FOR ITEM CODES/CUSTOMERS/VENDORS

Auto Complete has been enabled throughout JobOps for Item Codes, Customer Numbers, and Vendor Numbers.

Using the screen shot above when typing in a “B” to the item code field, a list is displayed below of all item descriptions that begin with the letter “B”. The mouse or arrow keys can be used to pick the desired item or more letters can be typed to refine the list further. Auto complete can be turned off from the System Configuration Options under Step in Library Master. Select the Preferences tab and turn off the enable auto-complete checkbox.

JobOps 2014 R1 – 5.10 R1


CUSTOM REPORTS FROM MENU USING CRYSTAL FILE GENERATION FILES

When crystal file generation is run using the Report Name of “Generate Only – No Report”, the JT_WorkTicketWrk and JT_TransactionWrk files are populated with data that match the parameters entered for the report. However, these files were not able to be used to print a report from the custom reports menu without creating a report setting that would also generate the report. Now, crystal file generation can be used both ways.

Once the crystal file generation has been run to produce the file, select the report from the custom reports menu and print the report using the current crystal file. When the custom report is launched from the custom reports menu, the title bar will display a time and date stamp of when crystal file generation was last run.

This file is not user specific so keep this in mind that the last person who generated the file might not have used the same parameters for selecting data to generate into the file.

JobOps 2014 R1 – 5.10 R1


EXPANDED BUDGET NUMBERS IN WORK TICKET ENTRY

Original Budget and Revised Budget fields in Work Ticket Entry have been expanded to display numbers greater than 999,999.99. Due to the limited size of the panel and field, the million separator comma has been removed to accommodate the value.

JobOps 2014 R1 – 5.10 R1


SERVICE TICKET BILLING QUICK PRINTING

A quick print work ticket button now is available in Service Ticket Billing Entry. Once all service ticket billing entries are completed, select the printer button to quick print the work ticket.

When the printer button is selected, a prompt will be displayed that reads, “Do you want to Invoice the Service Ticket?” Answer yes to create the invoice or no to update the changes without invoicing. This will display the Service Ticket Printing Prompt below for printing the work ticket.

JobOps 2014 R1 – 5.10 R1


WORK TICKET ATTACHMENTS COPIED WHEN CREATED FROM OPEN OR HISTORY WORK TICKET

Work ticket attachments on existing open or history work tickets will now be copied over to work tickets that are created from these work tickets. Below is a sample of an attachment on an existing open work ticket.

When creating a new work ticket, select the option to copy from an existing open or history work ticket and enter the work ticket number.

JobOps 2014 R1 – 5.10 R1


Once the new work ticket has been created, access the work ticket and use the drop down to select the attachments option. The attachment from the copied from work ticket will now be attached to the newly created work ticket.

JobOps 2014 R1 – 5.10 R1


REPAIR EQUIPMENT INFORMATION FILTER BY CUSTOMER ON SALES ORDER

When selecting a repair item on an order based work ticket from the totals tab in sales order, the list of available manufacturer serial numbers will be filtered to the customer on the header of the sales order. Select Repair Item Information from the JobOps dropdown on the totals tab then select the lister for the Manufacturer Serial No.

CRM ACTIVITY LOG PERFORMANCE ENHANCEMENTS

The CRM Activity Log has been enhanced for performance when writing records to the CRM system with JobOps installed. There are fewer writes to the activity log when creating work tickets and running Data Collector. Instead of writing individual work tickets changes, an activity is written once for all work ticket changes.

JobOps 2014 R1 – 5.10 R1


LABOR REPORT BY EMPLOYEE

The Labor Report By Employee has been re-written as a crystal report. Custom Report settings can be created for storing specific parameter settings and/or printing separate report versions.

The report can be printed by a source of daily or weekly and in summary or detail. Selections for Transaction Date and Employee Number are available for filtering data on the report.

These selection criteria’s are used in combination with each other to produce the data into the files. Keep Panel Open After Print/Preview option is available to keep the Transaction Detail Report panel open after performing the associated function.

JobOps 2014 R1 – 5.10 R1


SALES TAX PERFORMANCE IMPROVEMENTS IN SALES ORDER

Sales Tax Calculation performance improvements have been incorporated into sales order entry. Sales Tax Calculation now occurs when the totals tab is accessed or the sales order is exited.

PERFORMANCE IMPROVEMENTS IN SALES ORDER

The sales order grid has been modified to enhancement the performance when displaying information upon exiting a work ticket. This enhancement has significantly reduced the amount of time to refresh information on the sales order line grid.

IMPORT PARTS IN WORK TICKET PARTS ENTRY ALLOWS BILL OF MATERIAL REVISION SELECTION

When the Bill of Materials option is selected from the Import Parts From the drop down list, a new field is available, Revision. This Revision field represents the bill of materials revision number.

This field has ALE lister that provides a list of available revision numbers for the Bill of Material that was entered.

Selecting the desired revision number will import that revision numbers list of components.

JobOps 2014 R1 – 5.10 R1


If the Revision field is left blank, the system will import parts as defined by the Current Revision number in Bill of Materials.

WORK TICKET NUMBER IN GL POSTING COMMENTS FROM AP REGISTERS

Accounts Payable Invoice Register and Manual Check Register have been enhancement to post the work ticket in the GL Daily Posting comment for general ledger. This will assist when searching general ledger for a specific work ticket numbers

JobOps 2014 R1 – 5.10 R1


WORK TICKET RECALCULATION UTILITY FOR HISTORY WORK TICKETS

The work ticket recalculation utility has been expanded to include history work tickets for recalculation. Select the source to use for recalculation either open, history, or both. Then a range of work tickets can be selected for recalculation. If the source of open is selected, only a range of open work tickets may be entered. This utility will recalculate Work Ticket totals for the following fields: Total Hours, Total Labor Cost, Total Labor Burden Cost, Total Labor Overhead Cost, Total Parts Cost, Total Parts Overhead Cost, Total Other Cost, Total Other Overhead Cost, Total Revenue, and Hdr Total Amount Billed.

JobOps 2014 R1 – 5.10 R1


DISALLOW THE DELETING OF PARTS FROM A WORK TICKET WHEN TRANSACTIONS HAVE OCCURRED

Work Tickets Parts Entry items will no longer be allowed to be removed from work tickets when transactions have occurred on the item. When items are issued and unissued then removed from work tickets, this can cause inaccurate data to be produced on the WIP Reconciliation Report causing it to not print the correct amounts to balance with General Ledger. If a chargeable or printable component has a quantity shipped of 0, the CG and PT checkbox can be turned off so this item no longer prints on forms.

Note: It is also recommended that if you have backflushing turned on that this parts quantity required be set to 0 so it does not backflush during final invoicing.

The screen shot below shows item CABIN-01000-IH which has a quantity used of 0. This item has been issued and unissued. The delete button has been disabled so that the item may not be deleted since transactions have occurred against the item.

JobOps 2014 R1 – 5.10 R1


WORK TICKET PROFIT ANALYSIS IN GRID FORMAT

The work ticket profit analysis screen has been re-formatted to display in a grid format.

JobOps 2014 R1 – 5.10 R1
