Job Summary

Overview

The production modules assist organisations in managing all their production tasks.
A feature of production is the job summary. This summary displays a detailed breakdown of actual and expected costs for a job.

Settings

User Settings

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting	Description	Default
Job Summary > Job Summary - Access Allowed	One of these options: None: you cannot open the Job Summary. The message "Access denied." appears. Qty Only: the Job Summary shows quantities only, and the option to show values is locked. Full Access: the Job Summary shows the values too.	None
Job Summary > Open Job Summary in the Main Panel	Yes or No. Yes opens the Job Summary as a tab in the main panel, with a Back button. No opens it on the side, next to the screen you came from.	No

Buttons Explained

Button	Description
View	Updates the display with recent changes.
Output	Options to Print, Preview or Email the job summary.
Menu	Synchronise with open Transaction: Synchronises the job summary with an open transaction. Rebuild: Rebuilds the job summary. Open Order: Opens the Work Order or Sales Order whichever applies. Export Email Excel Export Grid Layout Save Grids Restore Grids

Costing Tab Explained

Buttons and Filters

Button	Description
+ -	Expands or collapses the headings.
Qtys	Checkbox. If checked, the unit and quantities appear instead of the values.
Values	Checkbox. If checked, the values appear instead of the quantities.

Fields Explained

Field	Description
Field Chooser (*)	Used to add or remove columns.
Description	A description of the job.
Trans No	The transaction code and number.
Unit	Applies to quantities (Qtys) only. The unit for the entry.
Estimated	The estimated value earned or spent.
Actual	The actual value earned or spent.
PARENTID	The system-generated number for the parent entry.
Variance	The amount difference between the estimated and actual amounts.
Var %	The percentage difference between the estimated and actual amounts.
Menu (...)	Displays the Open xxx option, where xxx is the transaction code and number. It opens the listed transaction.

Examples

Timekeeping Tab Explained

Timekeeping Summary: Fields Explained

Field	Description
Field Chooser (*)	Used to add or remove columns.
ID	The system-generated number for the entry.
Type	The type of job (e.g. Finishing, Packaging).
Description	The description of the job.
Est Hrs	The estimated number of hours the job should take.
Act Hrs	The actual hours the job took.
Variance	The difference between the estimated and actual hours. If the actual hours exceed the estimated hours, the number appears in red. The time displayed is rounded, however, the variance is calculated on the unrounded time.

Timekeeping: Fields Explained

Field	Description
Field Chooser (*)	Used to add or remove columns.
Type	The type of job (e.g. Finishing, Packaging).
Date	The date of the timekeeping entry.
Link	The transaction that the timekeeping is linked to.
Item	The item that was selected on the timekeeping record (if any).
Cost Centre	The linked Cost Centre.
Tracking	The type of tracking done (e.g. run, washup).
Operator	The name of the operator who recorded the timekeeping.
Rate	The rate for the Cost Centre.
Hr/s	The number of hours it took.
Cost	The number of hours multiplied by the rate.
Menu (...)	Click the final column to display an eye, click the eye to open the timekeeping record.

Example