Job File: Difference between revisions
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=== Job No. === | === Job No. === | ||
#Enter a job number | A unique number assigned to every job. | ||
#Press F7 to choose from list | <BR>'''Here we can:''' | ||
#Enter a job number <BR>or | |||
#Press F7 to choose from list <BR>or | |||
#Press <ENTER> to automatically generate a job number | #Press <ENTER> to automatically generate a job number | ||
The system gives the option of either creating a new job or copying from an existing job. | The system gives the option of either creating a new job or copying from an existing job. | ||
<BR>''NOTE'' – this feature is common throughout NEOSYS and also applies to ‘costs’ (PO/PI) and ‘billing’ (estimate/invoice) file. | <BR>''NOTE'' – this feature is common throughout NEOSYS and also applies to ‘costs’ (PO/PI) and ‘billing’ (estimate/invoice) file. | ||
=== Period === | === Period === | ||
Current Month, Year. | Indicates Current Month, Year. (Updated automatically) | ||
=== Brand === | === Brand === | ||
Job's Brand Name. | Indicates Job's Brand Name. Brand Code comes from the Client & Brand File. | ||
<BR>'''Here we can:''' | |||
#Enter Brand Code | #Enter Brand Code <BR>or | ||
#Press F7 to choose from list | #Press F7 to choose from list <BR>or | ||
#Press F6 to create new brand | #Press F6 to create new brand | ||
=== Company === | === Company === | ||
Company Code of | Indicates Company Code of job file creator. Company Code comes from the Company File. | ||
<BR> | <BR>'''Here we can:''' | ||
#Enter Company Code | #Enter Company Code <BR>or | ||
#Press F7 to choose from list | #Press F7 to choose from list <BR>or | ||
#Press F6 to create new company | #Press F6 to create new company | ||
=== Status === | === Status === | ||
Current Job Status. | Indicates Current Job's Status. | ||
#Default Value: ‘open' | #Default Value: ‘open' | ||
#Other Possible Values: ‘closed’ and ‘reopened’ | #Other Possible Values: ‘closed’ and ‘reopened’ | ||
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=== Market === | === Market === | ||
Target Market for Ad. | Indicates Target Market for Ad. Market Code comes from the Market File. | ||
<BR> | <BR>'''Here we can:''' | ||
#Enter Market Code | #Enter Market Code <BR>or | ||
#Press F7 to choose from list | #Press F7 to choose from list <BR>or | ||
#Press F6 to create new market | #Press F6 to create new market | ||
=== Type === | === Type === | ||
Indicates nature of the job. | Indicates nature of the job. Type Code comes from the Job Types File. | ||
<BR>'''Here we can:''' | |||
#Enter Job Type Code | #Enter Job Type Code <BR>or | ||
#Press F7 to choose from list | #Press F7 to choose from list <BR>or | ||
#Press F6 to create new Job Type | #Press F6 to 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. | 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 === | ||
NEOSYS User ID | Indicates current NEOSYS User ID | ||
=== Attention === | === Attention === | ||
Client Representative Name. | Indicates Client Representative's Name. Automatically updated if present in Client & Brand File. | ||
=== Description === | === Description === | ||
Contains header information, between one or two words, for the detailed information in the Brief. | |||
=== Brief === | === Brief === | ||
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>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. | <BR>The details mentioned in the brief can also used later for reference purposes. | ||
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=== File Archives === | === File Archives === | ||
Storage for related Job Files (e.g.: Artwork Samples etc) | |||
=== Job versions === | === Job versions === | ||
Displays Job File's Version History. Amendments to Job (including invoicing) lead to new version creation. | |||
Revision as of 10:55, 7 December 2011
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.
A unique number assigned to every job.
Here we can:
- Enter a job number
or - Press F7 to choose from list
or - Press <ENTER> to automatically generate 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.
Period
Indicates Current Month, Year. (Updated automatically)
Brand
Indicates Job's Brand Name. Brand Code comes from the Client & Brand File.
Here we can:
- Enter Brand Code
or - Press F7 to choose from list
or - Press F6 to create new brand
Company
Indicates Company Code of job file creator. Company Code comes from the Company File.
Here we can:
- Enter Company Code
or - Press F7 to choose from list
or - Press F6 to create new company
Status
Indicates Current Job's Status.
- Default Value: ‘open'
- Other Possible Values: ‘closed’ and ‘reopened’
NOTE – not all users are given the authority to alter the status of the job file.
Market
Indicates Target Market for Ad. Market Code comes from the Market File.
Here we can:
- Enter Market Code
or - Press F7 to choose from list
or - Press F6 to create new market
Type
Indicates nature of the job. Type Code comes from the Job Types File.
Here we can:
- Enter Job Type Code
or - Press F7 to choose from list
or - Press F6 to 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
Indicates current NEOSYS User ID
Attention
Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.
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 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.
NOTE – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
NOTE – 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
Displays Job File's Version History. Amendments to Job (including invoicing) lead to new version creation.
