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Job Record Pick Lists

Earlier releases have introduced definable pick lists into Order Processing, Sales and Purchases Ledgers and Stock Control. Release 6.8 now extends this facility to Job Costing.
 
The pick lists allow you to review a set of job records, allowing enquiry options plus updating/editing records as required. Up to nine pick lists can be defined for the job records file, each list has its own selection criteria and definition layout which can be configured as needed.
 
Selecting your pick list menu option will prompt, if configured, for you to confirm or enter any required selection criteria or filters and will then list the applicable job records for review.


Available actions to perform against the highlighted entry include:

*Enquiry – links to the Job Enquiry option for the currently selected job record.

*Zoom – links to the Ledger Enquiry option for the currently selected job record.

*Update – links to the Job maintenance screen for the current job record.

*Edit – allows amendment of pre-set list of data items for the current job record.

*Statement – prints job statement for the current job record.

*Excel – outputs the current pick list to Excel.

*Status– allows change of the job status for the current job record.

*Close – exits from the pick list

Contracts and Operations

If Job Costing configured to allow Contracts and Operations, sometimes known as Split Jobs, then the operation of selected actions differs whether the highlighted job records is a contract or operation.

The Update action will use either the Contract or Operation maintenance screen depending on the job type selected. The Statement option, if processed for the Contract, will create a statement for the Contract and all the Operations. If the Statement option selected for an Operation then a statement will be printed for the Contract and the current Operation only.

Installation

Application User Facilities

To configure the Job Record Pick Lists you need to update parameters within the Application User Facilities. To set these options select Installation from the main menu followed by Application Manager and then Application User Facilities. Select the Job Costing application and then select the Definable Job Pick Lists option.





Selecting the Pick List menu option offers a list of up to nine definitions that can be updated / set as required.



Update Which Entry (1-9) – select the entry number of the pick list definition you wish to create / update.



Pick Title – enter title for the Job Record Pick List. This title is displayed as the form header when using the pick list at run-time.


Specify Default Selection Criteria – set any default criteria to be applied. If not set then criteria can still be entered manually at run-time.


Allow Changes to Selection Criteria – if any default criteria set then this option controls whether the operator can amend the default criteria or not.


Remember Changes to Selection Criteria – if default criteria set and allowing changes to the criteria then this option controls whether any changes to the default criteria are remembered for next use.


Start from Header Slot Number – each Datafile Database has ten slot or control numbers that contain ‘record numbers’ used as starting points for processing within the system. Some of these slots are used for internal processing and others can be maintained within your own ProFiler applications. This option asks if you wish to use one of the slot numbers as the starting point for the records to be updated reviewed.


Items to Display– select up to ten items to be displayed from the job records file.


Sort on Items – select up to four items from the job record file upon which the pick list is to be sorted. Also set whether these sort items are to be processed in ascending or descending sequence.



Allow Enquiry Action– set whether the Job Enquiry option is to be allowed against the highlighted job record.


Allow Update Action – setto allows use of the UPDATE action to update the job record using the standard Job Costing maintenance screens.


Allow Zoom Action– set whether the pick list can link to the Ledger Enquiry for the highlighted job record.


Allow Excel Action– set whether you allow output of the pick list to an Excel spreadsheet.


Allow Edit Action– set whether you wish to allow edit of nominated items on the job record.


Allow Status Action– set whether you allow the Change Status action to be performed for the current job record.


Allow Statement Action / Which Statement No – set to allow print of job statement, and the statement definition to be printed, for the current job record.


Include / Exclude Items – this option allows you to set additional filter options against the Job Records database. For each filter item you select the data item you wish to filter on, the heading displayed on screen (if left blank the data item name is used), whether you wish to default to including or excluding records based on this filter. The filter options work on a blank / non-blank status when including or excluding but, for X-type items, you can also set enable a ‘Check Equal’ function that would allow run-time entry of a value to match when including or excluding records.


Edit Action Items / Update – select up to sixteen items from the job record to be displayed in the edit function and also set whether the operator is allowed to update this item. Care should be taken when selecting the items to update as system validation rules are not applied.


Menu Design


The pick list options need to be added as required to the Job Costing menu. To add a new menu option sign-on as the CONFIG user and select Application Menu Design, choose the menu to update (the main Job Costing menu is JC.D03, or you may wish to add a utility menu if creating a large number of pick lists) and then select to update either the left or right-hand menu. Move down to a blank menu entry and enter the title required then press <Enter> to enter the menu parameters.



Applic, Program or Notes P-Program

Menu Name or Program Path JC.EXE

Parameter 791x for Job Record Pick Lists where X corresponds to the definition entry number required

NB: Other options can be set as required.

 

  • Release ID: 6.8