Job File: Difference between revisions
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=== Job No. === | === 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. | ''NOTE'' – this feature is common throughout NEOSYS and also applies to ‘costs’ (PO/PI) and ‘billing’ (estimate/invoice) file. | ||
=== Period === | === Period === | ||
Indicates the current month and year and is updated automatically. | |||
=== Brand === | === 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. | |||
=== Company === | === Company === | ||
Indicates the code of the company which is represented by the executive preparing the job file. | |||
=== Status === | === Status === | ||
Indicates the status of the job which by default is ‘open’ and could otherwise be ‘closed’ and ‘reopened’. | |||
''NOTE'' – not all users are given the authority to alter the status of the job file. | ''NOTE'' – not all users are given the authority to alter the status of the job file. | ||
=== Market === | === Market === | ||
The market in which the product is to be advertised. | |||
=== Type === | === 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. | |||
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. | |||
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. | |||
So in this case neosys has an option to leave this field blank and enter the type in an estimate and in | |||
=== Executive === | === Executive === | ||
The user ID which was used to sign into NEOSYS. | |||
=== Attention === | === Attention === | ||
Indicates the name of the client representative. | |||
=== Description === | === 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. | 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 === | === 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. | 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. | ||
Revision as of 06:19, 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.
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.
Period
Indicates the current month and year and is updated 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.
Company
Indicates the code of the company which is represented by the executive preparing the job file.
Status
Indicates the status of the job which by default is ‘open’ and could otherwise be ‘closed’ and ‘reopened’.
NOTE – not all users are given the authority to alter the status of the job file.
Market
The market in which the product is to be advertised.
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.
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.
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.
Executive
The user ID which was used to sign into NEOSYS.
Attention
Indicates the name of the client representative.
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.
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.
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/Invoice file
File Archives
We can store files related to the job (e.g.: Artwork Samples etc)
Job versions
Displays the version history of the current Job.
