The Quote tab on the Master Job contains a list of all quote transactions that have been entered against the linked Subjobs, giving the user the ability to see the profitability of the overall project. Grouping functions are available on the master grid to group information based on user selected grouping options to provide additional feedback and information on the quote structure. The tab can be disabled for particular users through settings in the Eralis Job User Authorizations.
| Field |
Options |
Details |
| OK / Update button |
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Standard button for accepting and saving any changes made to a Job. |
| Cancel button |
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Standard button for cancelling any changes made to the Job master. |
| Refresh button |
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This causes Eralis Job to reload all information about a Job, refreshing all transactions which may have been processed after the Job was opened and recalculating all the Job totals. If there are any unsaved changes that have been made to the Job master details when a refresh is carried out, these will be lost. |
| You can Also button |
Access Job Contract |
Opens the Contract Billing screen related to the Master Job. |
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Edit Job Attachments |
Opens the Attachments screen, allowing the user to either view, add or delete new attachments. |
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Edit Job Activities |
Opens the Activities screen, allowing the user to see or create activities linked the Master Job. |
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Edit Job Analysis Codes |
Opens the Analysis Codes screen, allowing the user to create analysis codes linked to a specific Master Job. |
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Edit Job Planning Detail |
Opens the Job Planning screen, allowing the user to create and edit Job plans linked to a specific Master Job. |
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Print Quotes |
Opens a Print Quote window, allowing the user to choose a Quote form layout to print in the drop down and print a quote linked to a specific Master Job. |
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Quote to Contract |
Opens a Quote to Contract selection criteria screen, allowing the user to choose the criteria for creating a Contract based on the Quote data linked to a specific Master Job. |
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Stock Check |
Initiates the stock check process allowing the user to generate and process stock requirements analysis for the Job. |
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