JOB COSTING - Communications

Document or schedule or attach a Communication / Note / Alert on a record or event for this Job

Communication tab - when red, indicates there is a Communication present
   

• • red lettering indicates there is a Communication present
  • Refresh to load any Communications that may have been posted since last refresh and that may not be displaying on this list
  • Communication List Filters / Search / Customization - see Job List Customization

• • Export Communication details in Excel or CSV format (see Job Cost Export)
  • New Communication / Attachment for this Job

            

• • • option to Insert Date/Time into body of message
    • Add Attachment(s) of any file type which will copy the file to C:\ProgramData\ Spire\media
      • to centralize these files, there is the option to Migrate them onto the Spire Server in C:\ProgramData\ Spire\media\(database name)
        • Tools > Migrate Files

                                 

                                 

• • • Add Link for a URL or file not in the centralized location mentioned above
    • Open Related (in this case, the Job)
    • Mark Completed to insert the current logon date in the Completed Date field so this alert no longer pops up

• • • enter Subject
    • select Type from a preset list or create one on-the-fly from the  browse list

                 

• • • enter the message in the body
    • Assigned To - any user set up in the system
    • Due Date (triggered by system date, not logon date) - schedule the message to:
      • • popup at the assigned User’s logon

                                   

• • • • • • see all scheduled Alerts in Tools > View Notes Due Today
        • display on the assigned User’s Calendar, where the Communication can be viewed / accessed, with view options:

• • • • • • Show Modules to select which originating Module(s) to display (from modules you currently have access to)
          • Show Users to select which User’s entries you wish to see in yourCalendar - activate in User Setting View All Calendars 
            •  each User's entries will be a different colour

• • • • • • Show Unassigned to see entries not assigned to a User (will show in black)
          • Show Completed to display all Calendar entries marked as Completed

• • • Number - numerically code or sequence the communication for sorting in Filters and Reports

• • • Completed Date - enter any date to discontinue this alert, or click on Mark Completed to insert the current logon date, or delete it in the Communications module to remove it entirely
    • Print is only applicable to Communications on Inventory Items, Customers and Vendors for Sales or Purchase Order forms
    • Alert is applicable only for Communications related to Sales Orders, Inventory Items, Customers, Purchase Orders, Vendors and General Ledger Accounts
  • Edit / Delete the selected Communication(s)
  •   Save or   Save and Close or Save and Create New

• • the Communication will also display here:
    • Communications module, where you have access to the following:
      • Mark Completed to stop the Alert if you don’t want to delete it
      • Open Related (Job record)

                   

• • Print reports on the selected Communication (see Job Costing Reports)
  • Communication Context Menu right-click line(s) in the list to display