The My Jobs screen is an alternate search screen for viewing and working with Jobs and Subjobs in Eralis Job. The screen does not use the standard SAP Business One Find/Add mode functions, but rather provides a grid listing of all the Jobs and Subjobs in the system, which can be filtered by search options to refine the displayed results.
|Status||List of all Job Statuses that have been configured in the system||
By checking relevant boxes, the grid list can be ordered to display both Jobs and Subjobs in any manner desired.
The check boxes allow the user to select multiple values for each option, as well as apply conditions across multiple options (i.e. Status = Quote & Quote Accepted; Type = Construction Project). Once the criteria have been applied, clicking on the Search button will refresh the grid to display only jobs that meet the filter criteria.
The system will retain the last options selected when the screen is next opened. This allows each user to set up criteria specific to their area of responsibility just once, without having to do so each time they enter the My Jobs screen.
|Type||List of all Job Types that have been configured in the system.|
|Properties||List of all Job Properties that have been configured in the system.|
|Category||List of all Job Categories that have been configured in the system|
|Entered By||List of all employees that have been setup in the Human Resources module of SAP Business One. The Entered By field is used to identify the person responsible for the Job or Subjob.|
|Search field||Open field allowing users to enter additional search criteria.||
The search field allows a user to enter additional search criteria to further refine the information that is displayed within the Job and Subjob grid. The user can enter any partial information that they may have about the Job
The information entered in the search field does not have to be the full search string, nor are wildcards required to indicate that the search string is at the start or end of the field. The system will look through the above fields and match the search term, no matter where it is found in the field.
The search function works in conjunction with the criteria list boxes mentioned above. Jobs that meet the criteria of the value entered in the search field, but do not meet the criteria of the filters applied by the check list boxes, will not be displayed.
The Search button is used to refresh the Job and Subjob details displayed on the grid, based on the search criteria and filters applied.
|Only Jobs with Work-in-progress||
This checkbox allows the user to view only Jobs that still have a work-in-progress cost against them. This can be used as a month end check to ensure all required billing have been done.
Once a Job has been completed or cancelled, it can be marked as Inactive. Once a Job has been made inactive, it will not show up on search lists or reports. With this checkbox enabled, users are able to display these Jobs and, if they have the required authority, re-activate them.
|Actual Due Date||
Actual Due Date
Actual Quote Date
Estimated Start Date
Actual Start Date
Estimated Due Date
Estimated Completed Date
Actual Completed Date
This filter allows date parameters to be applied to the search functions. Once the filter has been selected, a date value can then be applied to individual parameters, based on the provided list of options.
This option omits Subjob lines from the results grid, only displaying Master Job lines.
The My Jobs function allows Jobs to be filtered by user. The system will search all Job and Subjob details, activities linked to Jobs and Subjobs and Service Call details for documents assigned to the user log-in. The search will be further refined by previously selected filters.
|Bulk Stock Check||
Initiates a bulk stock check of all stock in the system.
This button initiates the Bulk Processing Wizard to allow bulk invoicing of multiple Jobs.
The copy function allows a new Job or Subjob to be created by copying the details of the selected entry.
Creates a new Master Job.
Form settings are available on the My Jobs screen to allow for the customization of the fields displayed on the search grid. Form settings are accessed via the standard button on the SAP Business One toolbar. The column order can be adjusted using the Move Up / Move Down buttons.
SAP Business One activities can be used in conjunction with Eralis Job to achieve several different objectives. They can be used to restrict access to Job and Subjobs, to schedule staff to Jobs and to
specify special Job-related pricing. All these aspects are discussed in greater detail in other areas of the help documentation.
From this screen, activities assigned to a specific person can be viewed. The screen will open by default to show the logged-on user's assigned activities, but through the use of the staff drop-down field, activities which are assigned to other staff members can be viewed.