The Job Summary provides an overview of Detail, Planning, Costing, Timekeeping, and Transactions. Job Summaries can be opened from any Transaction Type that has Costing Rules linked to it.

Discover Job Summary

• Get Started
• Job Summary Interface

Get Started

The Job Summary module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Setup > Menu Manager.

Job Summary Interface

Navigation

Main Menu > Reporting (Customisable Menu Title) > Job Summary

Once you've opened the Job Summary, you'll first need to select a Transaction Type (a) and enter the Transaction number (b) before clicking View. If you enter nothing or an Transaction that does not exist and click View, you'll receive the following Error (image below):

When viewing a Transaction in the Job Summary, the following tabs becomes available:

1. Detail (more below)
2. Costing
3. Timekeeping
4. Transactions

1. Detail

The Detail tab provides an overview of the Customer, Costings and Progress for the selected Job.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Job Summary > Select Transaction Type > Enter Transaction Number > View > Detail tab

1. Detail - This shows the Transaction Number, Date of creation, and Status.
2. Transaction Description - This shows the Transaction's description.
3. Costing - This provides an overview and breakdown of costing, by Estimated, Actual, and Variance.
   • Estimated - This shows the Estimated values for Issued, Returned, Purchases, Services, and the Total.
   • Actual - This shows the Actual values for Issued, Returned, Purchases, Services, and the Total.
   • Variance - This shows the difference values between Estimated and Actual for Issued, Returned, Purchases, Services, and the Total.
4. Progress - This shows the progress of the Job in Production, by Class, Estimated Hours, Actual Hours, and a graphical indicator.
5. Menu - The Menu button provides the following additional functionality:
   • Synchronise with open Transaction - This will synchronise the Job Summary with an open Transaction. This only works when the Supplier Summary is displayed in the Side Panel.
   • Open Transaction - This will open the current Transaction.

2. Costing

The Costing tab shows a summary of the Job's Estimated, Actual and Variance costs.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Job Summary > Select Transaction Type > Enter Transaction Number > View > Costing tab

Costs Data Grid - This data grid lists the costs for the Job by Type, Description, Estimated, Actual, and Variance.

3. Timekeeping

The Timekeeping tab shows a summary of the Job's Timekeeping, by Date and Time Started, Cost Centres, Operators, Hours and Cost.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Job Summary > Select Transaction Type > Enter Transaction Number > View > Timekeeping tab

1. Timekeeping Summary - This shows a summary of the Job's Timekeeping, by Class, Description, Estimated Hours, Actual Hours and Variance.
2. Timekeeping - This shows the Job's Timekeeping, by Started Date and Time, Cost Centre, Code, Operator, Hr/s and Cost.

4. Transactions

The Transactions tab shows all Cost-related Transactions, such as Purchase Orders or Stock Issues, linked to the selected Transaction.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Job Summary > Select Transaction Type > Enter Transaction Number > View > Transactions tab

The Transactions data grid lists all the Cost-related Transactions linked to the Job, by Status, Transaction Type, Transaction number, Date of creation, Description, Type, Quantity, Unit of measure and Total excluding VAT.

• Double-click on an Item in the data grid to open the Transaction.