Job File
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.
