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
-=== Job No. ===
+{{Open Search|job no.}}
-If you wish to have a specific job number it can be entered manually but pressing <ENTER> key automatically generates a job number.
-The system gives the option of either creating a new job or copying from an existing job.
-''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 ===
-Indicates the current month and year and is updated automatically.
+Period in which the job file was opened
+In new job, current period is shown automatically.
 === Brand ===
-Indicates the client and brand data. Press F7 to choose the brand from the existing list or press F6 to create a new 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 ===
-Indicates the code of the company which is represented by the executive preparing the job file.
+The internal company in which the job is created
+{{Open Search|company}}
 === Status ===
-Indicates the status of the job which by default is ‘open’ and could otherwise be ‘closed’ and ‘reopened’.
+The most recent job status
-''NOTE'' – not all users are given the authority to alter the status of the job file.
+The default value is OPEN for a new job. Also can be changed to CLOSED or REOPENED.
 === Market ===
-The market in which the product is to be advertised.
+Market for which Ad was created.
+{{Open Search Create|company}}
 === Type ===
-Indicates the type of the job. Pressing F7 to select from an existing list of options or Press F6 to create a new type.
+Nature of the job.
-Jobs can have one type or more than one type i.e. A job can have Printing and along with it job can also have artwork and creative design and all this types cannot be selected together.
+{{Open Search Create|job type}}
-So in this case neosys has an option to leave this field blank and enter the type in an estimate and in the proper 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 ===
-The user ID which was used to sign into NEOSYS.
+Current Job Owner's Name
+{{Executives|list}}
 === Attention ===
-Indicates the name of the client representative.
+Client Representative's Name.
 === Description ===
-It is a sort of a header, usually between one or two words, to the detailed information which is entered in the following column.
+Contains header information, between one or two words, for the detailed information in the Brief.
 === Brief ===
-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.
+Contains technical information regarding the type of media chosen.
-''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
+We can copy brief to estimate / purchase invoice.
-''NOTE'' – at all times please press F9 to save the data before moving on to another window.
+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]]
-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.