Job File: Difference between revisions

Latest revision as of 06:47, 26 December 2016

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

Period in which the job file was opened

In new job, current period is shown automatically.

Brand

Product name of the job

Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.

Company

The internal company in which the job is created

Enter existing company code or Search for specific company.

Status

The most recent job status

The default value is OPEN for a new job. Also can be changed to CLOSED or REOPENED.

Market

Market for which Ad was created.

Enter company code, search for existing company or create new company.

Type

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

Current Job Owner's Name

Default executive name is picked up from the Client and Brand file of the selected brand, otherwise it is updated with the current user's User code as shown in the User details page in NEOSYS. For more info see Executive in Client and Brand File

If you want to remove executives from the list, see How do I remove executives that are no longer present or required in NEOSYS

Attention

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.

@@ Line 1: / Line 1: @@
 [[image:jobfile_2011.jpg]]
-What we see above is what the job file looks like. We can broadly divide it into three main divisions, one which contains the information about the job, the second division is where the cost and billing information is to be entered and the third division is for attaching files related to the Job and also to maintain version history of the Job.
-We will begin with a step by step tutorial for the first part of the job file -
 === Job No. ===
+Create new or open existing job
-As we press ‘enter’ the system would automatically generate the job number and if you  wish to have a specific job number it can be entered manually, the system would then give the option of either creating a new job or copying from an existing job.
+{{Open Search|job no.}}
-''NOTE'' – this feature is common throughout NEOSYS and also applies to ‘costs’ (PO/PI) and ‘billing’ (estimate/invoice) file.
+This feature is common throughout NEOSYS
 === Period ===
+Period in which the job file was opened
-This would mention the current month and year and would be updated automatically.
+In new job, current period is shown automatically.
 === Brand ===
+Product name of the job
-This would mention the client and brand data. We can press F7 to choose the brand from the existing list or press F6 and create a new brand.
+Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.
 === Company ===
+The internal company in which the job is created
-This would mention the code of the company which is represented by the executive preparing the job file.
+{{Open Search|company}}
 === Status ===
+The most recent job status
-This would mention the status of the job which by default is ‘open’ and could otherwise be ‘closed’ and ‘reopened’.
+The default value is OPEN for a new job. Also can be changed to CLOSED or REOPENED.
-''NOTE'' – not all users are given the authority to alter the status of the job file.
 === Market ===
+Market for which Ad was created.
-Allows you to enter the market in which the product is to be advertised.
+{{Open Search Create|company}}
 === Type ===
+Nature of the job.
-This would mention the type of the job which can be selected from an existing list of option after pressing F7 or a new type can be created after pressing F6.
+{{Open Search Create|job type}}
-Job can have one type or more than one type i.e. Job can have Printing and along with it job can also have artwork and creative design and all this types cannot be selected together.
-So in this case neosys has an option to leave this field blank and enter the type in an estimate and in po per line.
+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 ===
+Current Job Owner's Name
-This would be the user ID which was used to sign into NEOSYS.
+{{Executives|list}}
 === Attention ===
+Client Representative's Name.
-This would mention the name of the client representative.
 === Description ===
+Contains header information, between one or two words, for the detailed information in the Brief.
-It is a sort of a header, usually between one or two words, to the detailed information which is entered in the following column.
 === Brief ===
+Contains technical information regarding the type of media chosen.
-This contains detailed technical information regarding the type of media chosen for the advertising. We also have the option of copying the ‘brief’ to the estimate or the purchase invoice. The details mentioned in the brief can also used later for reference purposes.
+We can copy brief to estimate / purchase invoice.
-''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
+The details mentioned can be used for reference purposes.
-''NOTE'' – at all times please press F9 to save the data before moving on to another window.
+''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]]
-Purchase Order and Estimate/Invoice are explained in the Purchase Request/Order/Invoice File and Estimate/Invoice file
 === File Archives ===
-We can store files related to the job (e.g.: Artwork Samples etc)
+Storage for related Job Files (e.g.: Artwork Samples etc)
 === Job versions ===
-Displays the version history of the current Job.
+Shows Job File's Version History.
+Amendments to Job (including invoicing) lead to new version creation.