Job File: Difference between revisions

Revision as of 06:37, 18 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.

Either create a new job or copy an existing job.
Enter existing Job No if you know it or Press Enter to generate job no. or F7 to search. NOTE – this feature is common throughout NEOSYS and also applies to ‘costs’ (PO/PI) and ‘billing’ (estimate/invoice) file.

Period

Shows Current Month, Year. (Updated automatically)

Brand

Shows Job's Brand Name. Brand Code comes from the Client & Brand File.
Enter 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 or Press F7 to Search from a List or F6 to Create a Company Code.

Status

Shows Job's Current 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

Shows Target Market for Ad. Market Code comes from the Market File.
Enter an existing Market Code if you know it or Press F7 to Search from a List or F6 to Create a Market Code.

Type

Shows nature of the job. Type Code comes from the Job Types File.
Enter an existing Type Code if you know it or Press F7 to Search from a List or F6 to Create a Job Type Code.
Note: 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

Shows Job Owner

Attention

Shows 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

Shows Job File's Version History.
Note: Amendments to Job (including invoicing) lead to new version creation.

@@ Line 6: / Line 6: @@
 === Job No. ===
-A unique number assigned to every job.
+Either create a new job or copy an existing job.
-<BR>Enter an existing Job No if you know it. Press '''Enter''' to generate job no. or '''F7''' to search.
+<BR>Enter existing Job No if you know it or 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.
+''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 ===
-Indicates Current Month, Year. (Updated automatically)
+Shows Current Month, Year. (Updated automatically)
 === Brand ===
-Indicates Job's Brand Name. Brand Code comes from the Client & Brand File.
+Shows Job's Brand Name. Brand Code comes from the Client & Brand File.
-<BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.
+<BR>Enter 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.
-<BR>Enter an existing Company Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Company Code.
+<BR>Enter an existing Company Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Company Code.
 === Status ===
-Indicates Job's Current Status.
+Shows Job's Current 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.
+Shows Target Market for Ad. Market Code comes from the Market File.
-<BR>Enter an existing Market Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Market Code.
+<BR>Enter an existing Market Code if you know it or 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.
+Shows nature of the job. Type Code comes from the Job Types File.
-<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>Enter an existing Type Code if you know it or 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.
+<BR>''Note: ''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
+Shows Job Owner
 === Attention ===
-Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.
+Shows Client Representative's Name. Automatically updated if present in Client & Brand File.
 === Description ===
@@ Line 61: / Line 59: @@
 === Job versions ===
-Displays Job File's Version History. Amendments to Job (including invoicing) lead to new version creation.
+Shows Job File's Version History.
+<BR>''Note: ''Amendments to Job (including invoicing) lead to new version creation.