Record Job Activities
Record Job Activities
A job will often go through many different stages and involve many different individuals so it can be useful to have a commentary of activities that operators can update to show the processes that a particular job has gone through. This new feature allows the creation of an ‘activity’ transaction to log commentary to.
In addition to the date up to ten items can be input against an activity entry limited by screen resolution and font size (so if can’t fit an item on screen will be omitted from entry).
On selection of a job code (<F4-Select> is
available as required) any existing activity entries are displayed and the
cursor is positioned to add a new entry – you can use the <up-arrow> key
to go back and edit any of the previous entries if required. To complete activity entry press the
<End> key on the date input or blank out the date and press <Enter>
- you will be prompted if OK to update the notes (respond as required) before
being asked if you wish to update activity notes for another job record.
The Activity Notes are excluded from standard job
costing reports and the Job Enquiry option, however, whilst the Ledger Enquiry
excludes the activity notes from the transaction list there is a separate
ACTIVITIES option that can be configured to list the notes.
NotesThe Activity is created as a type ‘N’ transaction which can be used as selection criteria for a ProFiler or Report Generator report on job activities.
The VIEW option within the ledger enquiry shares the same display screen as the
Changes to the Job Costing Transaction file are needed to allow entry of required information. In the example above we’ve used a large text item for a comment and an ‘Internal’ flag item but the items prompted for are down to your requirements. Up to ten items will be prompted for subject to screen resolution and font size.
To restructure the Job
Transaction file select Installation from the main menu followed by Application
Manager and Restructure a Database. Select the Job Costing application and elect to update the live files before
choosing the Job Costs File. When the items list is display moved down to
series of blank items and then add your required entries. All items to be input on the activity note
entry options must be consecutive within the database.
Once complete press <ESC> and update the database with changes made, confirm to extract existing data and table values as required.If prompted to update the BASE file respond as required, and if do update ensure new items are created identically (including the item number created at) to the live file.
Application User Facilities
To enable the Activity Note
option additional parameters have been added to the Job Costing Application
User Facilities. To update select, from
the main menu, the option Installation followed by Application Manager and Application User Facilities. Choose the Job Costing application then the option Enter Job Cost Details and move to the second screen of parameters,
the Activity options are at the bottom of this screen.
Allow Input of Job Activity Notes – set to allow input of job activity notes.
Maintain Job Activity Notes in Date Order – set to maintain the activity notes in date order, leave blank to record in date entry order.
Activity Note Items From / To – reference the range of data items allowed for input in the activity notes entry option. A range of up to ten items can be defined although items may be omitted subject to screen resolution and font sizes.
Default ‘?-type’ Activity Note Items to Y – set if any ‘?’ data items within the range above are to be set automatically to Y.
Ledger Enquiry Manager
To enable the display of
activity notes within the Job Costing Ledger Enquiry select, from the main
menu, the Installation option
followed by Ledger Enquiry Manager, Enquiries Configuration, the Job Costing application, and then Transaction / Detail Enquiries.
To enable set the authority
level against the option ‘V) Job Activities’ – authority levels range from 0-9
where 0 is the highest and 9 is the lowest.Once set press the <End> key and will then be able to select which
‘transaction’ option you wish to update.From the list select ‘Job Activities’ to update the items to be
Up to eight items can be
selected from the job cost transaction to be displayed; <F4-Select> is
available if required.
The Ledger Enquiry uses the LIFO setting and the, Premier only, VIEW screen from the standard transaction list configuration.
Security & User Manager
The Security & User
Manager for Job Costing has been updated to include an additional parameter to
set the authority level / password required for recording job activities. From the main menu select Installation and lock out the system
before selecting the Security & User
Manager option. The first screen
allows a general setting for job transactions that also applies for the
activity notes option; the second screen contains a specific setting for the
Activity Notes facility.
The option to record
Activity Notes needs to be added to the Job Costing menu(s), to update the menu
sign-on as the CONFIG user and
select Application Menu Design. Choose the menu to update (the main Job
Costing menu is JC.D03) and select to update either the left or right hand menu
as required. Move down to a blank entry
and enter the title ‘Record Job Activities’ and press <Enter> to enter
the menu parameters.
Applic, Program or Notes P-Program
Menu Name or Program Path JC.EXE
- Release ID: 6.2