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Job Management is a companion product. Companion products are not included in the core functionality with Eclipse DMS, but are available at an additional cost through your Eclipse Salesperson. |
The following items have been modified or added to Job Management Version 2.9:
The new JOB.MGMT.TAX.EDIT authorization key allows users to edit to the Tax Exempt ID field on the Job Award page and the Default Settings area on Info/Settings page in the Job Summary.
Now, internal notes from change orders are saved on Internal Notes area on the Header tab of purchase orders and sales orders. Information about change orders can be viewed in the Job Management online help attached to the Job Management application.
In addition, you can limit the application to single user access. Use this option to limit access to a job so that only one person can edit the job with a change order at a time. This security lock applies to both the Job Summary page and the Bill of Materials page. When set to "ON" the first user to open the job can make changes and edit the order. Any user that access the job after that receives a warning message to indicate that another is making changes and they are in view-only mode.
The system removes the lock on a job when the initial user navigates away from the job. To clear a lock manually, the main user can re-login to Job Management or a user with Admin privileges can use Session Maintenance from the Admin page, to end the user's session.
A Ship From Branch field has been added to the Create Release POs page so you can select the branch from which the material should be shipped to the customer. The default is the shipping branch listed when the job is created.
Note: This feature is available only on stock orders.
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In Release 2.9, the print option displays have been modified. You still use the Format area, but the following Show Alternate options have been modified slightly to display pricing for Alternate bids:
Subtotals - Displays all the products in each alternative for the BOM and shows a subtotal after the product group on the bid.
Revised Totals - Displays the base bid BOM and the alternate BOM in cost. For example, if the grand total for the base bid is $1000. The grand total for the alternate BOM is $800. This Revised Totals displays $1800 to show the total including the base and the alternate.
Cumulative Revised Totals - Displays the base bid BOM and all alternate BOMs in cost. For example, if the grand total for the base bid is $1000. The grand total for the alternate 1 BOM is $800. The grand total for the alternate 2 BOM is $300. This Cumulative Revised Totals displays $2100 to show the total including the base and all the alternates.
The new Job Type field in your My Profile settings now sets the default job type when creating new bids. You can set this by user so that users who continually create job bids for the same job types, this lets those users skip that step and increase their efficiency:
New fields have been added for Harmonizing Tariff Codes (HTC) and the Country of Origin:
The HTC is used by custom's agents to classify goods being shipped into the United States. These codes are used to determine the duties and taxes to be levied by the government for importing a product. This code is usually eight to ten characters long. The codes break down into identifying to declare the chapter, section, and subsection of the code book.
The Country of Origin tracks the country from which the goods are being shipped.
A new Reprint PO option has been added to the Form Notes > Form column selection. This option is accessed from the Admin page under the Form Settings tab.
This new option allows you to use Form Notes to print invoice addresses on all purchase orders.
