How do I search for a workshop job?

From Catalyst
Jump to: navigation, search

Summary

This article explains how to search for a workshop job.

More Information

Go to " Workshop Workshop Diary".

  • To search for a job, click the [Search] button or press <Ctrl+F1>.
  • This will bring up a new screen that will have the various search criteria for a job. These criteria are as follows:
    • "Filter On:" - Enter one or more words that you want to filter on - jobs containing the words will be included.
    • "Depot:" - Enter the depot filter for the search.
    • "Job no.:" - Enter the job number if you know it.
    • "Account:" - Enter the customer for the job.
      • "[A]" - To use customers/suppliers.
      • "'[C]" - To use contacts.
    • "Reg. no.:" - Enter the unit registration.
    • "Unit:" - Enter the unit code.
    • "Status:" - Enter the unit status.
    • "Quote no.:" - Enter the Quotation/Estimate number for the search.
    • "Reference:" - Enter the Reference.
    • "Claim no.:" - Enter the Claim Number for the search.
    • "Started from:" - Enter the "Job Started" start date for the search.
    • "Started to:" - Enter the "Job Started" end date for the search.
    • "Due from:" - Enter the "Job Due" start date for the search.
    • "Due to:" - Enter the "Job Due" end date for the search.
    • "Completed?" - Filter jobs on the state of the job.
  • Enter one or more items on which the system can search.
  • Click the [Search] button.

The jobs matching your search will appear on a new screen.

If you search for a job that is not at your Depot, you will be taken to the diary screen of that Depot. You will need to exit the diary screen and re-enter the diary screen to get back to your original Depot.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
search, workshop, job
Tags

WS97