Job File: Difference between revisions

Revision as of 08:00, 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.

Enter a job number
Press F7 to choose from list
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

Current Month, Year.
Updated automatically.

Brand

Job's Brand Name.
Brand Codes come from the Client & Brand File.

Enter Brand Code
Press F7 to choose from list
Press F6 to create new brand

Company

Company Code of executive preparing the job.
Comes from Company File.

Enter Company Code
Press F7 to choose from list
Press F6 to create new company

Status

Current Job 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

Target Market for Ad.
Comes from Market File.

Enter Market Code
Press F7 to choose from list
Press F6 to create new market

Type

Indicates nature of the job.
Comes from Job Types File.

Enter Job Type Code
Press F7 to choose from list
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

NEOSYS User ID

Attention

Client Representative Name.
Automatically entered if mentioned in Client & Brand File.

Description

Header information, between one or two words, for the detailed information in Brief.

Brief

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

Save files related to the job (e.g.: Artwork Samples etc)

Job versions

Current Job's Version History.

@@ Line 6: / Line 6: @@
 === 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.
+#Enter a job number
+#Press F7 to choose from list
+#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.
+<BR>''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 ===
-Indicates the current month and year and is updated automatically.
+Current Month, Year.
+<BR>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.
+Job's Brand Name.
+<BR>Brand Codes come from the Client & Brand File.
+#Enter Brand Code
+#Press F7 to choose from list
+#Press F6 to create new brand
 === Company ===
-Indicates the code of the company which is represented by the executive preparing the job file.
+Company Code of executive preparing the job.
+<BR>Comes from Company File.
+#Enter Company Code
+#Press F7 to choose from list
+#Press F6 to create new company
 === Status ===
-Indicates the status of the job which by default is ‘open’ and could otherwise be ‘closed’ and ‘reopened’.
+Current Job 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 ===
-The market in which the product is to be advertised.
+Target Market for Ad.
+<BR>Comes from Market File.
+#Enter Market Code
+#Press F7 to choose from list
+#Press F6 to create new market
 === 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.
+Indicates nature of the job.
+<BR>Comes from Job Types File.
-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.
+#Enter Job Type Code
+#Press F7 to choose from list
+#Press F6 to create new 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.
+<BR>All these types cannot be selected together.
+<BR>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.
+NEOSYS User ID
 === Attention ===
-Indicates the name of the client representative.
+Client Representative Name.
+<BR>Automatically entered if mentioned in Client & Brand File.
 === 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.
+Header information, between one or two words, for the detailed information in [[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.
+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.
-''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
+<BR>The details mentioned in the brief can also used later for reference purposes.
+<BR>''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.
+<BR>''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]]
-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)
+Save files related to the job (e.g.: Artwork Samples etc)
 === Job versions ===
-Displays the version history of the current Job.
+Current Job's Version History.