Difference between revisions of "Mobile Job Review"

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| colspan="4" | [[File:MobileReview1 ccexpress.png|MobileReview1 ccexpress.png]]
 
| colspan="4" | [[File:MobileReview1 ccexpress.png|MobileReview1 ccexpress.png]]
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| class="navigationTitles" colspan="4" | Navigation
 
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| colspan="4" style="width: 265px;" | To access 
 
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | Mobile review is an optional feature. This feature provides users or managers to review each the transactions before they are posted to the back office.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Post individual jobs
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Post all jobs
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Review jobs before posting
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| class="headerMainTitles" colspan="4" | Job Details
 
| class="headerMainTitles" colspan="4" | Job Details
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | The job details tab displays the job information.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
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| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | Displays a list of the labor transactions on the service ticket. The transactions can be edited.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
 
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
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| colspan="4" style="width: 265px;" | Displays a list of the materials transactions on the service ticket. The transactions can be edited.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
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| colspan="4" | [[File:MobileReview6.png|MobileReview6.png]]
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| colspan="4" | [[File:MobileReview6 ccexpress.png|MobileReview6 ccexpress.png]]
 
 
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]]
 
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]]
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#TransactionUnits|No. Units]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]]
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionUnits|No. Units]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionPrice|Price]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#transTaxable|Taxable]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]]
 
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#extendedPrice|Ext Price]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | Desc Here
+
| colspan="4" style="width: 265px;" | Displays a list of the other transactions on the service ticket. The transactions can be edited.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px; border-right: 1px solid white;" | [[Glossary#WorkOrderNumber|Work Order]]
 
| class="fieldGrayBackgrounds" style="width: 466px; border-right: 1px solid white;" | [[Glossary#WorkOrderNumber|Work Order]]
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| class="fieldGrayBackgrounds" style="width: 467px; border-right: 1px solid white;" | [[Glossary#Item|Item]]
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| class="fieldGrayBackgrounds" style="width: 467px; border-right: 1px solid white;" | [[Glossary#inv_ItemCode|Item]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#transactionDescription|Description]]
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| class="fieldGrayBackgrounds" style="width: 467px;" | [[Glossary#TransactionDesc|Description]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#CostType|Cost Type]]
 
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#CostType|Cost Type]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#Equipment|Equipment]]
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#equip_code|Equipment]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#transCovered|Covered]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionCovered|Covered]]
 
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| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]]
 
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| class="fieldGrayBackgrounds" colspan="1" | [[Glossary#TransactionVendor|Vendor]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Start Date]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#MMTE_NoUnits|No. Units]]
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionUnits|No. Units]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#transTaxable|Taxable]]
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]]
 
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]]
 
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionExtPrice|Ext Price]]
 
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| colspan="4" style="width: 265px;" | Displays the job notes added to the service ticket.&nbsp; More notes can be added usign this form.
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| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#NoteInternal|Internal]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#NoteInternal|Internal]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#NotePrintOnTicket|Print]]
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 362px;" | [[Glossary#NotePrintOnTicket|Print]]
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Latest revision as of 08:27, 10 January 2023

MobileReview1 ccexpress.png
Overview
Mobile review is an optional feature. This feature provides users or managers to review each the transactions before they are posted to the back office.
• Post individual jobs
• Post all jobs
• Review jobs before posting
 
Job Details
MobileReview2 ccexpress.png
Overview
The job details tab displays the job information.
Fields
Job Number Site Name Status  
Request Priority
Request Notes
Contact Received Date Time  
Contact Phone Schedule Date Time  
       
Transactions Labor
MobileReview3 ccexpress.png
Overview
Displays a list of the labor transactions on the service ticket. The transactions can be edited.
       
MobileReview4 ccexpress.png
Fields
Work Order Item Description
Servicer Agreement
  Cost Type Equipment Covered
Description  
Start Date Start Time No. Units Taxable
End Date End Time Price Hidden Line
    Ext Price  
       
Transaction Materials
MobileReview5 ccexpress.png
Overview
Displays a list of the materials transactions on the service ticket. The transactions can be edited.
       
MobileReview6.png
Fields
Work Order Item Description
Servicer Agreement
Warehouse Cost Type Equipment Covered
Description No. Units
Trans Date   Price Taxable
UOM   Ext Price  
       
Transactions Purchases
MobileReview7 ccexpress.png
Overview
Displays a list of the other transactions on the service ticket. The transactions can be edited.
       
MobileReview8 ccexpress.png
Fields
Work Order Item Description
Servicer Agreement
  Cost Type Equipment Covered
Description   Vendor
Trans Date   No. Units Taxable
UOM   Ext Price  
       
Job Notes
MobileReview9 ccexpress.png
Overview
Displays the job notes added to the service ticket.  More notes can be added usign this form.
Fields
Note
Internal Print
       

 

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