Setting up and Configuring NEOSYS Job System: Difference between revisions
| Line 1: | Line 1: | ||
== Forcing company name on various documents == | == 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. | Note: This cannot be configured from the Job Configuration File and hence we need to do this from the maintenance mode. | ||
| Line 9: | Line 9: | ||
Go to Line 33 - and type it in here | Go to Line 33 - and type it in here | ||
F9 to save | F9 to save | ||
== 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 | |||
<pre> | |||
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 | |||
</pre> | |||
Departments and Locks | |||
<pre> | |||
FINANCE + WA WAA AP0 APOT | |||
PRODUCTION? + WA WAA AP0 APOT | |||
CLIENT SERVICE + WU WA WC WCC AP0 (but not APOT except the CS HEADS perhaps) | |||
CREATIVEHEAD = WC WAT | |||
CREATIVE = WA WU AP0 APOT | |||
STUDIOHEAD = WC WAT WU | |||
STUDIO = WA AP0 APOT | |||
</pre> | |||
== Customising Footers for various documents == | == Customising Footers for various documents == | ||
Revision as of 09:52, 16 December 2010
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
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 (but not APOT except the CS HEADS perhaps) CREATIVEHEAD = WC WAT CREATIVE = WA WU AP0 APOT STUDIOHEAD = WC WAT WU STUDIO = WA AP0 APOT
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.
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
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
