JOB COSTING - List Functionality

 

See also Activation / Add a New Job and Enter a Job Transaction

• Refresh to load any new Jobs that may have been entered by another user since the last time data was refreshed, and which may not be displayed
• Job List Customization
  •   Filters - create a filter for this list
    • click on Filters
    • choose Any or All selector
    • select from the list of fields to set the criteria
    • select from the operators ie: ‘is’, ‘is not’, ‘Current Month’ etc - this operator list changes based on the field selected in the previous step
    • enter or select the criteria information / dates
    • if desired click to add a line of criteria
    • to remove the criteria line, click
    • select Filters for save options:

                          

• • • • Save as default - the current Filter will be active whenever viewing Jobs
      • Remove default - to release the default Filter previously set
      • Save Filter if you are making changes to a previously saved Filter
      • Save Filter as…
        • give this Filter a name

                                   

• • • • • select User if this filter will be used by you only
        • select Company if it is to be accessed by all users
        • Show in module list to display beneath the module name
        • Save column state if you have removed or added columns, or have sorted the list by one of the columns
        • click OK
        • the new Filter will also be accessible from the Filter menu:

                                             

• • • click on the Filters button to release the current filter in order to see the entire list, or to start a new filter
    • Icon Menu Customization
      • hover over the Icon Group handle until you see
      • drag the Icon Group to where you want it
    • Column Customization
      • drag and drop columns for preferred positioning
      • right-click on any column heading to list to identify which columns you wish to see in the grid
        
    •   Column Sort / Search - click on any column heading to sort the list by that column
      • further narrow your search by just typing (in this case ‘600’) and the list will highlight the closest match, in currently sorted column

• • - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details
  • open a Job and use the Navigate buttons to page through the items in the list, filtered or not filtered, in order of the current column sort

• Job List Context Menu - right-click on any line to display
  

• Export Job List in your filtered or un-filtered list in Excel or CSV type
  • will export all Jobs visible, with the current column layout and sort order
  • click Export
  • choose the location File name, and Save as it is to be saved in
  • Save
    
  • option to Open File right away
  • from excel, make any changes or build any desired formulas

• Add New Job - see Job Costing - Add New Job