Job File: Difference between revisions
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=== Executive === | === Executive === | ||
Shows current Job Owner's Name | Shows current Job Owner's Name | ||
Default name that appears is as entered in the Client and Brand file of the selected brand. For more info see [http://userwiki.neosys.com/index.php/Client_%26_Brand_File#Executive Executive in Client and Brand File] | |||
If no executive name is entered in the client and brand record this is updated with the current user's User code as shown in the User details page in NEOSYS. | |||
=== Attention === | === Attention === | ||
Revision as of 12:06, 26 June 2014
Job No.
Create new or open existing job
Enter existing job no. code or Search for specific job no..
This feature is common throughout NEOSYS
Period
In existing job, shows period in which it was opened
In new job, current period is shown automatically
Brand
Shows product name of job
Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.
Company
Shows the internal company in which the job is created
Enter existing company code or Search for specific company.
Status
Shows the most recent job status
The default value is OPEN for a new job. Also can be changed to CLOSED or REOPENED.
Market
Shows Market for which Ad was created.
Enter company code, search for existing company or create new company.
Type
Shows nature of the job.
Enter job type code, search for existing job type or create new job type.
Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.
Executive
Shows current Job Owner's Name
Default name that appears is as entered in the Client and Brand file of the selected brand. For more info see Executive in Client and Brand File
If no executive name is entered in the client and brand record this is updated with the current user's User code as shown in the User details page in NEOSYS.
Attention
Shows Client Representative's Name.
Description
Contains header information, between one or two words, for the detailed information in the Brief.
Brief
Contains technical information regarding the type of media chosen.
We can copy brief to estimate / purchase invoice.
The details mentioned can be used for reference purposes.
NOTE -
- The nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
- At all times please press F9 to save the data before moving on to another window.
Purchase order and Estimate/Invoice
Purchase Order and Estimate/Invoice are explained in the Purchase Request/Order/Invoice File and Estimate File
File Archives
Storage for related Job Files (e.g.: Artwork Samples etc)
Job versions
Shows Job File's Version History.
Amendments to Job (including invoicing) lead to new version creation.
