In Eralis Job, standard SAP Business One A/P marketing documents can be linked directly to a
Subjob, including:
- Purchase Orders
- Goods Receipt P/O
- Goods Return
- A/P Invoice
- A/P Credit Memo
Depending on the type of document that is linked to a Subjob, and the position of that document in the purchasing cycle, the Subjob will be impacted in different ways.
The Purchasing tab displays all A/P documents that have been allocated to the Subjobs related to the Master Job, and the status of the processing of each document. This allows project managers to see at a glance what their committed costs are, what portion of those costs has been incurred, and what value is still outstanding.
This tab can be disabled for individual users through settings in the Eralis Job User Authorizations.
Additional fields are available on the grid via the Form Settings.
| Field |
Options |
Details |
| OK / Update button |
|
Standard button for accepting and saving any changes made to a Job. |
| Cancel button |
|
Standard button for cancelling any changes made to the Job master. |
| Refresh button |
|
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. |
| New button |
|
The New button changes function depending on which tab is selected. For each tab, the New button allows the user to create a new object of the type displayed on that tab. On the Subjobs tab the New button will create a new Subjob, while on the Actual Transactions tab, the New button will allow the user to enter a new batch of transactions for that Job. |
| You can Also button |
Access Job Contract |
Opens the Contract Billing screen related to the Master Job. |
|
Edit Job Attachments |
Opens the Attachments screen, allowing the user to either view, add or delete new attachments. |
|
|
Edit Job Activities |
Opens the Activities screen, allowing the user to see or create activities linked the Master Job. |
|
|
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. |
|
|
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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