Setting up and Configuring NEOSYS Job System

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 (and possibly APOT)

CREATIVEHEAD	= WC WAT
CREATIVE	= WA WU AP0 APOT

STUDIOHEAD	= WC WAT WU
STUDIO		= WA AP0 APOT

Customising Footers for various documents

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.

Customising Footer for Purchase Orders

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

Customising Footer for Estimates

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