Job Status

This Help File Page was last Modified on 05/15/2021

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Job Status

This Help File Page was last Modified on 05/15/2021

This Job Status Form is used to define the Progress of Job Costing records (e.g., Status of the Job as it progresses from creation to completion)

The Job Status of a Job Costing entry is initially assigned when it is created, and then periodically updated as that Job progresses toward completion.

Some Job Status definitions are already created but any number of additional definitions may be added based on your Company's business mnodel.

 

To view, enter, or modify Job Status information:

a)From the Backstage Menu System Select Maintenance then Select the General sub-menu and Choose General Maintenance, or

b)From the Quick Access Menu, Select the Maintenance sub-menu and Choose General Maintenance

On the (General Maintenance's) Miscellaneous Menu, Select the Miscellaneous sub-menu and Choose Job Status

 

HelpFilesJobCosting-JobStatusForm

Job Status Form

 

Navigation Menu - The Navigation Menu is located at the top of the Job Status Form.

 

HelpFilesNavigationBar-Generic

This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, and List options.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Job Status Form.

 

HelpFilesJobCosting-JobStatusFormRecordEditingSection

Job Status Form - Record Editing Section

 

To define a Job Status:

Click the HelpFilesNavigationMenuNewIcon to start a Job Status entry in the Record Editing section.

Job Status ID - Inserted by the system when this entry is saved.  

Description - Enter a Description of this Job Status.

It may be up to 25 characters in length and include upper and lower case letters, numbers, spaces, and common punctuation marks.

Click the HelpFilesNavigationMenuSaveIcon to record this Job Status.

 

Any number of Job Status definitions may be identified, as required.

Existing Job Status entries may be modified, as required.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of the records.

 

HelpFilesJobStatusForm-ListView

Job Status Form - List View

 

The columns of listed Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesListViewRibbonMenu-SpecialIcons

Navigation Menu shown with the Icons for List, Export and Print

HelpFilesListViewRibbonMenu-ListIconList Icon - Click the List Icon again to Close the List View and return to the Record Editing View.

 

HelpFilesListViewRibbonMenu-ExportIconExport Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.

 

HelpFilesListViewRibbonMenu-PrintIconPrint - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.

 

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.