Difference between revisions of "Mobile Job Review"
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| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionPrice|Price]] | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#TransactionPrice|Price]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]] |
|- | |- | ||
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]] | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]] | ||
| Line 196: | Line 196: | ||
| class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]] | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#transactionDescription|Description]] | ||
| class="fieldGrayBackgrounds" colspan="1" | | | class="fieldGrayBackgrounds" colspan="1" | | ||
| − | | class="fieldGrayBackgrounds" colspan="1" | Vendor | + | | class="fieldGrayBackgrounds" colspan="1" | [[Glossary#TransactionVendor|Vendor]] |
|- | |- | ||
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]] | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TransactionDate|Trans Date]] | ||
| class="fieldGrayBackgrounds" style="width: 362px;" | | | class="fieldGrayBackgrounds" style="width: 362px;" | | ||
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionUnits|No. Units]] | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#TransactionUnits|No. Units]] | ||
| − | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary# | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#TransactionTaxable|Taxable]] |
|- | |- | ||
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]] | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#SalesUOM|UOM]] | ||
Latest revision as of 08:27, 10 January 2023
| ||||||
| 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 | ||||||
| ||||||
| 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 | ||||||
| ||||||
| Overview | ||||||
| Displays a list of the labor transactions on the service ticket. The transactions can be edited. | ||||||
| ||||||
| Fields | ||||||
| ||||||
| 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 | ||||||
| ||||||
| Overview | ||||||
| Displays a list of the materials transactions on the service ticket. The transactions can be edited. | ||||||
| ||||||
| Fields | ||||||
| ||||||
| Servicer | Agreement | |||||
| Warehouse | Cost Type | Equipment | Covered | |||
| Description | No. Units | |||||
| Trans Date | Price | Taxable | ||||
| UOM | Ext Price | |||||
| Transactions Purchases | ||||||
| ||||||
| Overview | ||||||
| Displays a list of the other transactions on the service ticket. The transactions can be edited. | ||||||
| ||||||
| Fields | ||||||
| ||||||
| Servicer | Agreement | |||||
| Cost Type | Equipment | Covered | ||||
| Description | Vendor | |||||
| Trans Date | No. Units | Taxable | ||||
| UOM | Ext Price | |||||
| Job Notes | ||||||
| ||||||
| Overview | ||||||
| Displays the job notes added to the service ticket. More notes can be added usign this form. | ||||||
| Fields | ||||||
| Note | ||||||
| Internal | ||||||
