Setting up and Configuring NEOSYS Job System

From NEOSYS User Support Wiki

1 Forcing company name on various documents

In case you need to configure the Estimates, Purchase Orders and Invoices to print a particular company name (For XYZ), irrespective of the company selected, then you need to configure the same in Maintenance mode:

Note: This cannot be configured from the Job Configuration File and hence we need to do this from the maintenance mode.

F5
ed definitions agency.params or agp
Go to Line 33 - and type it in here
F9 to save

2 Configuring Authorisation for My Jobs

The following configuration is designed for the scenario.

Client Service Users can request tasks from heads of other departments ... CREATIVE1 CREATIVE2 STUDIO.

Head of the creative and studio departments can request tasks from staff in their own department

Tasks and Locks

TASK ACCESS		= WA   "work access"
TASK ACCESS ALL		= WAA  "work access all"
TASK ACCESS TEAM	= WAT  "work access team"
TASK CREATE		= WC   "work create"
TASK CREATE ALL		= WCA  "work create all"
TASK CREATE CROSSDEPT	= WCC  "work create crossdept"
TASK UPDATE		= WU   "work update"
MENU JOBS		= AP0  "access production level 0"
JOB ACCESS		= AP0
JOB ACCESS OTHERS	= APOT "access production others"
JOB LIST		= AP0

Departments and Locks

FINANCE		+ WA WAA AP0 APOT

PRODUCTION?	+ WA WAA AP0 APOT

CLIENT SERVICE	+ WU WA WC WCC AP0 (and possibly APOT)

CREATIVEHEAD	= WC WAT
CREATIVE	= WA WU AP0 APOT

STUDIOHEAD	= WC WAT WU
STUDIO		= WA AP0 APOT

3 Customising Footers for various documents

The standard footer text for purchase orders/requisitions can be setup per job type. If no footer is defined for a particular type then the group type footer is used. If there is no group type footer then the standard footer in the Jobs Configuration file is used. To suppress footings for a particular type or group of types, put something short e.g. just a dot.

It is highly recommended that you customise the footers from the Job Configuration File and avoid the below method which remains here for reference purpose.

3.1 Customising Footer for Purchase Orders

In order to customise a footer (i.e. Terms & Conditions) for the Purchase Orders issued from the Neosys job system:

F5
ed definitions agency.params
Go to line 82 - and type it in here
Ctrl+E to enter multiple lines


3.2 Customising Footer for Estimates

In order to customise a footer (i.e. Terms & Conditions) for the Estimates issued from the Neosys job system:

F5
ed definitions agency.params
Go to line 83 - and type it in here
Ctrl+E to enter multiple lines

4 Creating Email Alerts for Jobs in NEOSYS

For info on email alerts, see Creating Email alerts in NEOSYS

4.1 Close All Inactive Jobs

This is also added automatically once for all new clients but then can be overridden (manually) or deleted at will using a similar CREATEALERT command.

Example: To close all inactive jobs, at 7am on the 10th of each month.

CREATEALERT INACTJOB JOB INACTIVEJOBS:365:C 7:10 NEOSYS(ROS) 

For Inactive Jobs

C - Close or blank to List