The column at the far right will display the Status of each line so you know status of the entire Job in an instant. Also, there are a few options at the bottom of the screen that will provide additional valuable information on the Job and will be explained below. If you hit any key, the system will return you to the screen you were in when you accessed the Job Line Review option. To jump to the Customer Status Inquiry module, normally accessed via Accounts Receivable, type a “C” for (C)ust Inquiry. To view Purchase Order or Roll Number information you can type an “O” for (O)nOrder Info. If inventory has been assigned to a line, the On Order screen will display up to 10 digits of the roll number, and for multi-Branch transfers, if the inventory is in transit from one Branch to another, the system will display a “P” next to the roll number. Additional notations on the On Order Info screen will appear as follows: “W” for items that have been completely shipped on a Work Order, “w” for items that have been partially shipped on a Work Order, and “I” if the item has been invoiced. The (J)ob History option (type a “J” to call up this option), also accessible from the Order Entry module, will display a listing of all Deposits, Invoices, and Post Cash Receipts payments that have been posted to a Job to date and also how those deposits/payments were applied to any Invoices on the Job, along with any applicable status, such as if a Deposit was deleted, adjusted, or returned by either credit card, cash, or company check—will show A/P in front of Adjusted. If refunds are given, this program will also list Credit Memo data as it occurs and if applied to any Invoices. Additionally, if a Job is Financed using the Finance Tender Code feature, this screen will list the amount financed and the Tender Code. If you wish to print this information, you can use the (F3) Print function displayed at the bottom of the screen.
The (N)otes option (type an “N” to call up this option) will call up the same series of Notes accessible from the Order Entry module, which has been explained in detail in that section of the documentation. The (A)ddress Information option (type an “A” to call up this option) will call up the “Sold To” and “Ship To” address information on the Job. The (F1) Assigned Inventory option will give you detail on the inventory assigned to each Job line. When you hit the F1 key, the system will prompt the following: Enter Line Number. Type in the line number you wish to view Assigned Inventory for and hit enter. The system will then display an Assigned Inventory screen as follows:
The Branch (Br) column will display the Branch in which the inventory is located; the Transfer (TR) column will display a “P” if the inventory is in transit; the History column will display an “H” if pointer records assigned to the Job have been moved to history; the Status column will display either Assigned, Work Ordered, or Invoiced; the Reserved column will show the amount reserved on the line; and the Shipped column will display any portion of the material that has been shipped on a Work Order.