Job File: Difference between revisions
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=== Job No. === | === Job No. === | ||
A unique number assigned to every job. | A unique number assigned to every job. | ||
<BR> | <BR>Enter an existing Job No if you know it. Press '''Enter''' to generate job no. or '''F7''' to search. | ||
<BR>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. | ||
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=== Brand === | === Brand === | ||
Indicates Job's Brand Name. Brand Code comes from the Client & Brand File. | Indicates Job's Brand Name. Brand Code comes from the Client & Brand File. | ||
<BR> | <BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code. | ||
=== Company === | === Company === | ||
Indicates Company Code of job file creator. Company Code comes from the Company File. | Indicates Company Code of job file creator. Company Code comes from the Company File. | ||
<BR> | <BR>Enter an existing Company Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Company Code. | ||
=== Status === | === Status === | ||
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=== Market === | === Market === | ||
Indicates Target Market for Ad. Market Code comes from the Market File. | Indicates Target Market for Ad. Market Code comes from the Market File. | ||
<BR> | <BR>Enter an existing Market Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Market Code. | ||
=== Type === | === Type === | ||
Indicates nature of the job. Type Code comes from the Job Types File. | Indicates nature of the job. Type Code comes from the Job Types File. | ||
<BR> | <BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code. | ||
<BR>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. | |||
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 === | ||
Revision as of 06:30, 8 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.
Enter an existing Job No if you know it. Press Enter to generate job no. or F7 to search.
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.
Enter an existing Brand Code if you know it. Press F7 to Search from a List or F6 to Create a Brand Code.
Company
Indicates Company Code of job file creator. Company Code comes from the Company File.
Enter an existing Company Code if you know it. Press F7 to Search from a List or F6 to Create a Company Code.
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.
Enter an existing Market Code if you know it. Press F7 to Search from a List or F6 to Create a Market Code.
Type
Indicates nature of the job. Type Code comes from the Job Types File.
Enter an existing Type Code if you know it. Press F7 to Search from a List or F6 to Create a Job Type Code.
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.
