Using NEOSYS Job System - Revision history

Arvind: /* Issuing Credit Notes */

2024-08-06T10:34:33Z

Issuing Credit Notes

← Older revision		Revision as of 10:34, 6 August 2024
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	How do I issue a credit note in production?		How do I issue a credit note in production?

	To Issue a credit note in production create an estimate with a NEGATIVE amount and Invoice the estimate.		To Issue a credit note in production, create an estimate with a NEGATIVE amount and Invoice the estimate.

	{{:Accounting_entries_created_by_the_Production_system}}		{{:Accounting_entries_created_by_the_Production_system}}

Arvind at 05:37, 15 February 2023

2023-02-15T05:37:25Z

← Older revision		Revision as of 05:37, 15 February 2023
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	Menu > Jobs > My Jobs is a feature to internally track job progress.		Menu > Jobs > My Jobs is a feature to internally track job progress.

	My Jobs contains a list of jobs allocated to or managed by the user, the jobs status, who is currently working on the job ~~e.t~~.		My Jobs contains a list of jobs allocated to or managed by the user, the jobs status, who is currently working on the job etc.

	All new jobs are initially added to the job executive or job creator's my jobs list.		All new jobs are initially added to the job executive or job creator's my jobs list.

	From there, the job executive/creator can assign the job's work to ~~another~~ users such as production team heads.		From there, the job executive/creator can assign the job's work to other users such as production team heads.
	Any user with the authorisation, such as department heads have the ability to reassign the job's work to other staff members. (there's no limit)		Any user with the authorisation, such as department heads, have the ability to reassign the job's work to other staff members (there's no limit).

	Users can mark allocated jobs as started or complete. All people are alerted by email whenever they are allocated a new task or when there is a change of status in a task that they requested be done.		Users can mark allocated jobs as started or complete. All people are alerted by email whenever they are allocated a new task or when there is a change of status in a task that they requested be done.

	My Jobs is only effective when client service create jobs for a single task, instead of creating a single job for multiple jobs.		My Jobs is only effective when client service create jobs for a single task, instead of creating a single job for multiple jobs.
	If a client requires many tasks, design, events e.t users should create the ~~many~~ job with ~~addition~~ sub jobs for each task. Sub-jobs are simply ~~created a~~ new ~~job~~ with ~~a number~~ such as JOB1234-1 or JOB1234-2.
			If a client requires many tasks, e.g. design, events etc., users should create the job with additional sub-jobs for each task. Sub-jobs are simply new jobs with numbers such as JOB1234-1 or JOB1234-2.

	The key TASK ACCESS must be added to department before users can view jobs in 'My Jobs'.		The key TASK ACCESS must be added to department before users can view jobs in 'My Jobs'.

Gregory: /* What shows in My Jobs */

2023-02-06T08:27:53Z

What shows in My Jobs

← Older revision		Revision as of 08:27, 6 February 2023
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	You will see:		You will see:

	*All ~~tasks~~ that you are responsible to either do or manage<br>		*All Job that you are responsible to either do or manage<br>
	*All ~~tasks~~ that you have requested other people to do<br>		*All Job that you have requested other people to do<br>

	Jobs that are “Completed” or “Cancelled” do not show.		Jobs that are “Completed” or “Cancelled” do not show.

Gregory: /* Tracking job progress using My Jobs */ - clarifications. (emphasis on tasks being jobs only if the job contains a single task... jobs with many tasks dont work in My jobs)

2023-02-06T08:26:26Z

Tracking job progress using My Jobs: - clarifications. (emphasis on tasks being jobs only if the job contains a single task... jobs with many tasks dont work in My jobs)

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 ==Tracking job progress using My Jobs==
-On the NEOSYS Jobs Menu, there is a menu item called “My Jobs”. This shows a list of tasks related to jobs and allows the tracking of job progress internally. All new jobs are initially added to the job executive or job creator's task list. The executive or job creator will most probably add further tasks for other people and, once the job is finished, mark the initial task as complete or cancelled. Any additional people tasked to the job can update the status of their tasks to indicate started, completed etc. and, if they are authorised, add further tasks for other people and so on without limit. All people are alerted by email whenever they are allocated a new task or when there is a change of status in a task that they requested be done.
 The key TASK ACCESS must be added to department before users can view jobs in 'My Jobs'.

Arvind: /* Cancelling all old jobs and estimates */

2021-12-14T07:08:11Z

Cancelling all old jobs and estimates

← Older revision		Revision as of 07:08, 14 December 2021
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	===Cancelling all old jobs and estimates===		===Cancelling all old jobs and estimates===

	Below procedure can only be done on old (AREV) NEOSYS and will be removed from wiki once ~~all clients have been moved to Linux servers~~.		Below procedure can only be done on old (AREV) NEOSYS and will be removed from wiki once the old NEOSYS is no more in use.

	In case staff have routinely not been cancelling stale estimates or closing stale jobs, and you want the various NEOSYS "Pending" reports to show only truly pending estimates and jobs, and in order to save cancelling/closing them one by one, you can ask NEOSYS support staff to cancel/close all estimates and jobs up to a certain date. This is done in NEOSYS maintenance mode on the server.		In case staff have routinely not been cancelling stale estimates or closing stale jobs, and you want the various NEOSYS "Pending" reports to show only truly pending estimates and jobs, and in order to save cancelling/closing them one by one, you can ask NEOSYS support staff to cancel/close all estimates and jobs up to a certain date. This is done in NEOSYS maintenance mode on the server.

Arvind: /* Cancelling all old jobs and estimates */

2021-12-14T07:06:30Z

Cancelling all old jobs and estimates

← Older revision		Revision as of 07:06, 14 December 2021
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	===Cancelling all old jobs and estimates===		===Cancelling all old jobs and estimates===

			Below procedure can only be done on old (AREV) NEOSYS and will be removed from wiki once all clients have been moved to Linux servers.

	In case staff have routinely not been cancelling stale estimates or closing stale jobs, and you want the various NEOSYS "Pending" reports to show only truly pending estimates and jobs, and in order to save cancelling/closing them one by one, you can ask NEOSYS support staff to cancel/close all estimates and jobs up to a certain date. This is done in NEOSYS maintenance mode on the server.		In case staff have routinely not been cancelling stale estimates or closing stale jobs, and you want the various NEOSYS "Pending" reports to show only truly pending estimates and jobs, and in order to save cancelling/closing them one by one, you can ask NEOSYS support staff to cancel/close all estimates and jobs up to a certain date. This is done in NEOSYS maintenance mode on the server.
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	WARNING2! YOU WILL CANCEL/CLOSE *ALL* ESTIMATES/JOBS IF YOU DO NOT GET SOME RECORDS SELECTED BY THE FIRST COMMAND OR IF YOU DO ANY OTHER COMMANDS BETWEEN THE FIRST COMMAND AND 2ND COMMAND. DO NOT PROCEED TO THE 2ND COMMAND UNLESS YOU GET SOME RECORDS SELECTED IN THE FIRST COMMAND!		WARNING2! YOU WILL CANCEL/CLOSE *ALL* ESTIMATES/JOBS IF YOU DO NOT GET SOME RECORDS SELECTED BY THE FIRST COMMAND OR IF YOU DO ANY OTHER COMMANDS BETWEEN THE FIRST COMMAND AND 2ND COMMAND. DO NOT PROCEED TO THE 2ND COMMAND UNLESS YOU GET SOME RECORDS SELECTED IN THE FIRST COMMAND!

	=====Estimates=====		====Estimates====

	SELECT PRODUCTION.INVOICES WITH STATUS 'DRAFT' 'ISSUED' 'APPROVED' AND WITH DATE LE '31/12/2013'		SELECT PRODUCTION.INVOICES WITH STATUS 'DRAFT' 'ISSUED' 'APPROVED' AND WITH DATE LE '31/12/2013'
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	Estimates with status DELIVERED are NOT cancelled in this procedure because they may need attention and not simple cancellation. They are likely to be few and can be manually cancelled or processed as required.		Estimates with status DELIVERED are NOT cancelled in this procedure because they may need attention and not simple cancellation. They are likely to be few and can be manually cancelled or processed as required.

	=====Jobs=====		====Jobs====

	SELECT JOBS WITH CLOSED NE 'Y' AND WITH DATE_CREATED LE '31/12/2013'		SELECT JOBS WITH CLOSED NE 'Y' AND WITH DATE_CREATED LE '31/12/2013'

Arvind: /* Pasting existing data from MSWord or Excel to Estimates or Purchase Orders */

2020-07-12T07:17:35Z

Pasting existing data from MSWord or Excel to Estimates or Purchase Orders

← Older revision		Revision as of 07:17, 12 July 2020
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	ITEM DESCRIPTION, ITEM DESCRIPTION2, QUANTITY, UNIT PRICE, AMOUNT, LINE TAX CODE, TYPE CODE		ITEM DESCRIPTION, ITEM DESCRIPTION2, QUANTITY, UNIT PRICE, AMOUNT, LINE TAX CODE, TYPE CODE
	</pre>		</pre>
	Then simply paste the data into the first item field on any row.		Then simply paste the data into the first item field on any row of the Estimate or Purchase order file in NEOSYS.

	NOTE - If the system cannot find any column heading in the data you pasted then it will display an error, listing the possible column titles. <br>If you misspell a column title, the data for that column will be ignored.		NOTE - If the system cannot find any column heading in the data you pasted then it will display an error, listing the possible column titles. <br>If you misspell a column title, the data for that column will be ignored.

Gregory: /* Pasting existing data from MSWord/Excel to Estimates/Purchase Orders */

2020-07-12T07:10:49Z

Pasting existing data from MSWord/Excel to Estimates/Purchase Orders

← Older revision		Revision as of 07:10, 12 July 2020
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	Whenever you create a job, estimate or order in NEOSYS select the option “Copy an existing document” .. and enter the code of the template which you want to use. If you are reusing the same templates frequently then you will rapidly get to learn the codes of the main templates or you can search the documents to find them.		Whenever you create a job, estimate or order in NEOSYS select the option “Copy an existing document” .. and enter the code of the template which you want to use. If you are reusing the same templates frequently then you will rapidly get to learn the codes of the main templates or you can search the documents to find them.

	==Pasting existing data from MSWord/Excel to Estimates/Purchase Orders==		==Pasting existing data from MSWord or Excel to Estimates or Purchase Orders==
	If for example the item descriptions or quantities or amounts have already been described in an Excel or Word document, then it is possible to paste that data into the file, saving the user from having to re-enter the data.<br>In order to achieve this, NEOSYS requires the data to have at least one of the following column titles present (with CAPS):		If for example the item descriptions or quantities or amounts have already been described in an Excel or Word document, then it is possible to paste that data into the file, saving the user from having to re-enter the data.<br>In order to achieve this, NEOSYS requires the data to have at least one of the following column titles present (with CAPS):
	<pre>		<pre>

Gregory: /* Pasting existing data from Microsoft Word/Excel to Estimates/Purchase Orders */

2020-07-12T07:10:00Z

Pasting existing data from Microsoft Word/Excel to Estimates/Purchase Orders

Show changes

Gregory at 07:07, 12 July 2020

2020-07-12T07:07:48Z

@@ Line 42: / Line 42: @@
 === Using Templates ===
 Whenever you create a job, estimate or order in NEOSYS select the option “Copy an existing document” .. and enter the code of the template which you want to use. If you are reusing the same templates frequently then you will rapidly get to learn the codes of the main templates or you can search the documents to find them.
 == Issuing Invoices ==