Job Card Checklist

All quotes that are converted to Job cards are created as "On Hold" status.

Once the job card passes the following automated checks, an "On Hold" Job card will become a "New Job" and is ready to be processed. (See image 1 below for a picture of Job that has a clear checklist.)

Click the Checklist icon on the transaction (item 1 in image 2 below) to see a more detailed checklist (item marked 2). To return to the normal transaction view, simply click the Checklist icon (item 1) again.  

The "A" and "O" next to check indicates the type of check in question. "A" is an automatic check. This will automatically resolve once the requirements are met. "O" checks are also automatic but the are also overridable. This means that users that have access can resolve the check without the requirements being met. 

Checks being done:

1. COD

If the customer is marked COD, the indicator next to COD will be red and CREDIT LIMIT indicator will automatically be green. 

The COD check has two stages. a) Requires COD invoice b) Awaiting payment

Both these legs will need to be completed before a COD check will be resolved.

2. DUE DATE

If the required date field is empty the due date check will be red. Once a required date is entered, it will be resolved.

3.  CREDIT LIMIT

The credit limit check is only activated on customers who are NOT marked as "COD". COD check will automatically be resolved.

The Credit Limit check will look up the customers secured limit in the Customer settings and compare it to the balance outstanding. If the balance exceeds the limit the indicator will show Red. If the customer is within their limit, the Credit limit check with be resolved automatically.

4.  OVERDUE INVOICE

This checklist item only applies to customers who are not "COD" (CREDITTERMID <> 1,14). 

When an invoice for a customer has passed the duedate and this invoice is unpaid, the overdue invoice checklist item won't resolve automatically.

5. CATEGORY

All jobs should be assigned a category when being entered into production. Options are shown in images 3 below. Once a category is selected, this check will be resolved.

Update - 13 Jan 2021

An Additional Checklist item has been added called A&E. This checklist item will be Red for all A&E Job Cards. ie Version 2,3,4 etc of any Job card. This allows users to add information the Job Card while it is in the "On Hold" status.

Approving the A&E Check can be done by clicking the ellipses next to A&E and then selecting Approve. Or simply double clicking the red square.

Jobs that are not created from the A&E actions do not require any approval.