Job File: Difference between revisions

From NEOSYS User Support Wiki
Jump to navigationJump to search
mNo edit summary
 
(10 intermediate revisions by 4 users not shown)
Line 1: Line 1:
[[image:jobfile_2011.jpg]]
[[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. ===
=== Job No. ===
Create new or open existing job
Create new or open existing job


Press ENTER to create a new job number or F7 to search or type existing job number to open
{{Open Search|job no.}}


NOTE – this feature is common throughout NEOSYS
This feature is common throughout NEOSYS


=== Period ===
=== Period ===
Shows Current Month, Year. (Updated automatically)
Period in which the job file was opened
 
In new job, current period is shown automatically.


=== Brand ===
=== Brand ===
Shows Job's Brand Name. Brand Code comes from the Client & Brand File.
Product name of the job
<BR>Enter existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.
 
Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.


=== Company ===
=== Company ===
Shows Company Code of job file creator. Company Code comes from the Company File.
The internal company in which the job is created
<BR>Enter an existing Company Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Company Code.
 
{{Open Search|company}}


=== Status ===
=== Status ===
Shows Job's Current Status.
The most recent job status
#Default Value: ‘open'
 
#Other Possible Values: ‘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 ===
Shows Target Market for Ad. Market Code comes from the Market File.
Market for which Ad was created.  
<BR>Enter an existing Market Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Market Code.
 
{{Open Search Create|company}}


=== Type ===
=== Type ===
Shows nature of the job. Type Code comes from the Job Types File.
Nature of the job.
<BR>Enter an existing Type Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.
 
<BR>''Note: ''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.
{{Open Search Create|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 ===
=== Executive ===
Shows current Job Owner's Name
Current Job Owner's Name
 
{{Executives|list}}


=== Attention ===
=== Attention ===
Shows Client Representative's Name. Automatically updated if present in Client & Brand File.
Client Representative's Name.  


=== Description ===
=== Description ===
Line 49: Line 53:
=== Brief ===
=== Brief ===
Contains technical information regarding the type of media chosen.  
Contains technical information regarding the type of media chosen.  
<BR>We also have the option of copying the ‘brief’ to the estimate or the purchase invoice.  
 
<BR>The details mentioned in the brief can also used later for reference purposes.
We can copy brief to estimate / purchase invoice.  
<BR>''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
 
<BR>''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 ===
Line 62: Line 70:
=== Job versions ===
=== Job versions ===
Shows Job File's Version History.  
Shows Job File's Version History.  
<BR>''Note: ''Amendments to Job (including invoicing) lead to new version creation.
 
Amendments to Job (including invoicing) lead to new version creation.

Latest revision as of 06:47, 26 December 2016

Jobfile 2011.jpg

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 -

  1. The nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
  2. 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.

Retrieved from "https://userwiki.neosys.com/index.php?title=Job_File&oldid=6194"