Job Work Sheets (New Grid)

This Help File Page was last Modified on 01/30/2018

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Job Work Sheets (New Grid)

This Help File Page was last Modified on 01/30/2018

The Job Work Sheets Grid dialog provides a listing in a Grid format of the Job Costing records based on a User specified status of the Start and End Date fields, and may be Printed as a report, and/or Exported to an Excel style Spreadsheet.

There are two ways to access the Job Work Sheets Grid dialog:

a)From the Backstage Menu System Select Reports and Choose Job Costing and Select the Job Costing 2.0 option and Click the Job Work Sheets (New Grid) option, or

b)From the Quick Access Menu, Select Reports and Choose Job Costing and Select the Job Costing 2.0 option and Click the Job Work Sheets (New Grid) option

 

HelpFilesJobCosting-JobWorkSheetsGrid

Job Costing Work Sheets Grid dialog

 

Setting Up the Job Work Sheets Grid dialog's data grid Options:

Select Date field - By default the Select Date field setting will be Date Entered but may be changed, as needed.

Using the Drop-Down Selection List provided, Choose which type of Date Field will compared to the Date Range specified below.

 

HelpFilesJobCosting-JobWorkSheetsGrid-SelectDateField

Select Date field

 

Date Range - By default the Date Range offered will be the most recent Week ending in Today, but the User may specify any Range of Dates to be used to determine which Job Costing records will be included in the Job Work Sheets Grid

Start - Use the provided Drop-Down Calendar/Date Entry field to change the starting date, when required.

End - Use the provided Drop-Down Calendar/Date Entry field to change the ending date, when required.

 

Go To Options: A Radial Right-Click Menu offers Go To Job and Go To Subscriber options for the Grid's currently selected line item

 

HelpFilesJobCosting-JobWorkSheets(NewGrid)-GoToMenuOptions

Job Work Sheets (New Grid) - Go To Job and Go To Subscriber options

 

Show ALL Open Jobs - The Show ALL Open Jobs Check box option allows the User to quickly list all of the Jobs which have not been Completed.

When Checked (and Retrieve Data is selected), the Job Costing System will retrieve and list all open Jobs regardless of the specified Start and End Date Range.

 

Show Job Tasks - When Checked will display a Sub-Grid (on the right side) of the Job Work Sheets Grid that lists the details in a Sub-Grid for each of the Job Task entered for the selected Job.

Also, see the "Formatting the Job Work Sheets data grid" discussion at the end of this chapter.

 

HelpFilesJobCosting-JobWorkSheetsGrid-JobTasksSubGrid

Job Costing Work Sheets Grid with Job Task Sub-Grid

 

The columns for this Job Task Sub-Grid may be User specified (see the "Select columns to be displayed" discussion below).

Click the asterisk (¬) at the left of the Job Tasks data grid's Header row (see the mouse pointer in the illustration below) to display a list of all of the column names - and associated data - which may be displayed.

 

HelpFilesJobCosting-JobWorkSheetsGrid-JobTaskSubGrid-SelectColumns

Job Task Sub-Grid - Select Data Columns for Display

 

Double-Click on a Job Task record in this Sub-Grid to open any associated Work Order Form

 

Retrieve Data - Once the appropriate Select a Date field entry is selected and the required Date Range specified:

Click the Retrieve Data Icon to load that set of Job Costing records into the Job Work Sheets Grid.

 

HelpFilesRetrieveDataIcon

 Retrieve Data

 

Print - Once the Job Work Sheets Grid has been formatted as needed, the User may Click the Print Icon to create a Print Preview.

 

See the "Formatting the Job Work Sheets data grid" discussion later in this chapter for those instructions.

 

HelpFilesJobCosting-JobWorkSheetsGrid-GroupingInEffect

Job Work Sheets (New Grid) - grouped  by Job Type

 

This Print Preview will be formatted (see the illustration below) as the data grid was formatted (see the illustration above).

 

HelpFilesJobCosting-JobWorkSheet-PrintPreview

Job Work Sheets (New Grid) - Print Preview

 

Print Detail - If the Show Job Tasks box was Checked (see Show Job Tasks above), the Print Detail option will be available.

 

HelpFilesJobCosting-JobWorkSheetsGrid-ShowJobTaskDetail

Job Aging As Is Grid dialog - Show Detail (and Print Detail) options activated

 

This Print Detail option will create a Print Preview for the Show Job Tasks of the selected Job record

 

HelpFilesJobCosting-JobWorkSheetsGrid-ShowJobTasks-PrintPreview

Job Work Sheets (New Grid) - Job Task Detail  - Print Preview

 

Export - Once the data has been formatted, filtered, sorted and configured as needed, Click the Export Icon to display the standard Windows® Save As dialog.

See the data grid chapter for more information.

 

EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.

 

Go To Subscriber - Select a specific Job Costing record and Click this Icon to open that Subscriber Form.

 

 

Formatting the Job Work Sheets data grid

Select columns to be displayed - Choose the columns of data which are to be included in this data grid

 

HelpFilesJobCosting-JobWorkSheetsGrid-SelectColumns

Job Work Sheet Grid - Select Data Columns for Display

 

Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.

By default, all Column Names will be Checked.

Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.

 

Setting the Order in which the data in the grid is Listed within the Job Work Sheets Grid dialog (Report):

The default sorted order of the Job Work Sheets Grid List is based on the Subscriber's Name - which is ordered from lowest to highest (A - Z).

Thereafter, the column that determines the sorted order of the List may be easily changed, whenever needed.

 

HelpFilesJobCosting-JobWorkSheetsGrid-SelectSortingOrder

 

To do so:

Click another column's Header Name (the mouse points to the sorting arrow within the Subscriber Header Name in the illustration above) to change the sorted order to by on that column of data, with the sorted order automatically set from lowest to highest (a-z or 1 - 9).  

To change this newly selected column's sorted order from highest to lowest, Click that column's Header Name again.

An Arrow next to the Header Name indicates the column that is determining the sorted order of the Grid Data.

o~ indicates lowest to highest (a-z or 1 - 9)

o indicates highest to lowest (z-a or 9-1).

 

Grouping the Grid Data - The data grid may be separated into Groups based on a selected column's Header Name.

To do so: Drag & Drop a Header Name to  the   Drag a column here to group a column  area above the data grid's Header.

 

HelpFilesJobCosting-JobWorkSheetsGrid-GroupingInEffect

Job Work Sheets - grouped  by Job Type

 

All the rows associated with the selected Header Name will be Grouped together, followed by the next Header Name and its associated rows, etc.

 

To cancel the Grouping, just Drag & Drop the selected Header Name back to the Header itself.

If this Job Work Sheets data grid is closed when Grouping is still in effect, once reopened, the previously established Grouping will still be in effect.

 

Accessing the Job Costing record - Double-Click on any Job record line item to open that Job Costing Form

 

Job Work Sheets Grid - Output - The data is presented in a Grid format and therefore has all of the normal Grid features and functions such as Sorting, Column Relocation and Selection, Grouping, and Filtering the data.

The Grid should be setup as desired before it is Printed as a report, and/or Exported to a file.

a)Choose which columns of data are to be included,

b)Set the order in which they are to be listed, related any columns (if appropriate),

c)Adjust any column's width,

d)Group columns if required,

e)Filter the data if required,

f)Then, when ready:

i.Print - Click the Print Icon at the top of the Form to display the Print Preview dialog.

ii.Export - Click the Export Icon to display Save as... Windows® dialog.

 

See the Grids & Lists - Print Preview - Exporting Data chapter for much more information about formatting and printing (and exporting) the Job Work Sheets Grid Form's data grid