Home » Categories » Solutions by Business Process » System Features

Update Job Record within Enquiry

Datafile Software

Update Job Record within Enquiry

Datafile Premier Users can select to update the Sales or Purchase Account record on the Ledger Enquiry screen itself rather than linking to the Update Account procedure within the Sales Ledger. This option has now been extended to Job Costing allowing you to update the Job record on screen.



Installation

Ledger Enquiry Manager

To enable the option to update on the enquiry screen you need to add an action within the Ledger Enquiry Manager for Job Costing. To allow the update option select Installation, from the main menu, followed by Ledger Enquiry Manager and then Enquiries Configuration. Select the Job Costing application and then the Launch Other Programs parameter screen.


If the existing list is blank then the system has two ‘default’ options to update the job record within job costing itself and to print a job statement, if you enter any details within here then these default actions will be cleared and these alternate options used in preference.

To enable the option to update the Job record on the ledger enquiry screen you need to set the title required and then set the Program as UPD. Other items can be left blank as necessary though you may want to set a default authority level to restrict access to selected operators.

 Note

Standard screen entry options apply – within the Job Record screen design the usual options of View Only / Uppercase Input / Mandatory Input are available.

You should ensure that all value fields (with the possible exception of budgets / quoted price) are view only together with any system parameter fields such as job status etc.

Custom Fields
  • Release ID: 6.2
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Document Design Manager - Save and Exit
Viewed 3358 times since Wed, Jun 13, 2012
Additional Price Checker Options
Viewed 1719 times since Mon, Jun 11, 2012
Microsoft Office Links
Viewed 130 times since Thu, Sep 4, 2014
Database Table - Date Item Types - "F" Type Forecast Date Field
Viewed 2447 times since Fri, Mar 6, 2015
Sales / Purchase – Transactions to be Displayed
Viewed 1053 times since Tue, Jun 12, 2012
Document Design Manager - Setting and Applying Font Defaults
Viewed 1999 times since Wed, Jun 13, 2012
Ledger Enquiry – New Label Print Option
Viewed 1233 times since Wed, Jun 13, 2012
Datafile Software - Keyboard Shortcuts
Viewed 20484 times since Thu, Jul 26, 2012
Output to Microsoft Excel 2007
Viewed 93311 times since Mon, Jun 11, 2012
Salesperson Access Filter for Sales Accounts and Sales Orders
Viewed 2425 times since Fri, Oct 26, 2012