Job File: Difference between revisions

Revision as of 13:40, 18 December 2011

Job No.

Create new or open existing job

Press ENTER to create a new job number or F7 to search or type existing job number to open

NOTE – this feature is common throughout NEOSYS

Period

In existing job, shows period in which it was opened

In new job, current period is shown automatically

Brand

Shows product name of job

Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.

Company

Shows the internal company in which the job is created

Enter an existing Company Code or Press F7 to search or F6 to create new.

Status

Shows the most recent job status

The default value is OPEN for a new job. Also can be changed to CLOSED or REOPENED.

Market

Shows Market for which Ad was created.

Enter an existing Market Code or Press F7 to search or F6 to create new.

Type

Shows nature of the job.

Enter an existing Type Code or Press F7 to Search or F6 to Create new.

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 current Job Owner's Name

Attention

Shows Client Representative's Name.

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 can copy brief to estimate / purchase invoice.

The details mentioned can be used for reference purposes.

NOTE:

The nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
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 1: / Line 1: @@
 [[image:jobfile_2011.jpg]]
-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. ===
@@ Line 20: / Line 16: @@
 Shows product name of job
-Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new one
+Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.
 === Company ===
 Shows the internal company in which the job is created
-Enter an existing Company Code or Press F7 to search or F6 to create a new one
+Enter an existing Company Code or Press F7 to search or F6 to create new.
 === Status ===
 Shows the most recent job status
@@ Line 34: / Line 29: @@
 === Market ===
-Shows Target Market for Ad. Market Code comes from the Market File.
+Shows Market for which Ad was created.
-<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.
+Enter an existing Market Code or Press F7 to search or F6 to create new.
 === Type ===
-Shows nature of the job. Type Code comes from the Job Types File.
+Shows nature of the job.
-<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>''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.
+Enter an existing Type Code or Press F7 to Search or F6 to Create new.
+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 ===
@@ Line 46: / Line 44: @@
 === Attention ===
-Shows Client Representative's Name. Automatically updated if present in Client & Brand File.
+Shows Client Representative's Name.
 === Description ===
@@ Line 53: / Line 51: @@
 === Brief ===
 Contains 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.
-<BR>The details mentioned in the brief can also used later for reference purposes.
+We can copy brief to estimate / purchase invoice.
-<BR>''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
-<BR>''NOTE'' – at all times please press F9 to save the data before moving on to another window.
+The details mentioned can be used for reference purposes.
+'''NOTE:'''
+#The nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
+#At all times please press F9 to save the data before moving on to another window.
 === Purchase order and Estimate/Invoice ===
@@ Line 66: / Line 68: @@
 === Job versions ===
 Shows Job File's Version History.
-<BR>''Note: ''Amendments to Job (including invoicing) lead to new version creation.
+Note - Amendments to Job (including invoicing) lead to new version creation.