This document describes new features and enhancements in version 2014 R1 of the JobOps software. Key updates include: auto-complete functionality for item codes, customers, and vendors; ability to print crystal reports using existing crystal files; expanded budget number fields; quick printing for service ticket billing; copying work ticket attachments when creating new tickets from existing ones; and various performance improvements in areas like sales order entry and CRM activity logging. The customizations are covered in more detail over 15 pages describing each new feature.

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JOBOPS: ENHANCEMENTS
2014 R1
USER GUIDE
LAST REVISED 06/2014
INTRODUCTION
This user guide provides information on new features released in version 2014 R1.
DESCRIPTION OF ENHANCEMENTS
 Auto Complete for Item Codes/Customers/Vendors
 Ability to print crystal reports using Crystal Files from the custom reports menu [Enh 1-6162]
 Expanded Budget Number fields in Work Ticket Entry [Enh 1-5796]
 Service Ticket Billing Quick Printing [Enh 1-6051]
 Work Ticket attachments copied when created from open or history work ticket [Enh 1-5953]
 Repair Equipment Information filter by customer on sales order [Enh 1-5941]
 CRM Activity Log Performance Enhancements
 Labor Report By Employee in crystal reports [Enh 6310]
 Sales Tax Performance Improvements in Sales Order Entry
 Performance Improvements in Sales Order Entry
 Import Parts in Work Ticket Entry allow Bill of Material Revision Selection [Enh 1-6105]
 Work Ticket Number in GL Posting Comments from AP Registers [Enh 1-6233, 1-6213]
 Disallow the deleting of parts with transactions [Enh 1-5966]
 Work Ticket History Recalculation [Enh 1-6323]
 Work Ticket Profit Analysis in grid format
The customizations are described in more detail on the following pages.

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AUTO COMPLETE FOR ITEM CODES/CUSTOMERS/VENDORS
Auto Complete has been enabled throughout JobOps for Item Codes, Customer Numbers, and
Vendor Numbers.
Using the screen shot above when typing in a “B” to the item code field, a list is displayed below
of all item descriptions that begin with the letter “B”. The mouse or arrow keys can be used to
pick the desired item or more letters can be typed to refine the list further.
Auto complete can be turned off from the System Configuration Options under Step in Library
Master. Select the Preferences tab and turn off the enable auto-complete checkbox.

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CUSTOM REPORTS FROM MENU USING CRYSTAL FILE
GENERATION FILES
When crystal file generation is run using the Report Name of “Generate Only – No Report”, the
JT_WorkTicketWrk and JT_TransactionWrk files are populated with data that match the
parameters entered for the report. However, these files were not able to be used to print a
report from the custom reports menu without creating a report setting that would also generate
the report. Now, crystal file generation can be used both ways.
Once the crystal file generation has been run to produce the file, select the report from the
custom reports menu and print the report using the current crystal file. When the custom report
is launched from the custom reports menu, the title bar will display a time and date stamp of
when crystal file generation was last run.
This file is not user specific so keep this in mind that the last person who generated the file
might not have used the same parameters for selecting data to generate into the file.

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EXPANDED BUDGET NUMBERS IN WORK TICKET ENTRY
Original Budget and Revised Budget fields in Work Ticket Entry have been expanded to display
numbers greater than 999,999.99. Due to the limited size of the panel and field, the million
separator comma has been removed to accommodate the value.

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SERVICE TICKET BILLING QUICK PRINTING
A quick print work ticket button now is available in Service Ticket Billing Entry. Once all service
ticket billing entries are completed, select the printer button to quick print the work ticket.
When the printer button is selected, a prompt will be displayed that reads, “Do you want to
Invoice the Service Ticket?” Answer yes to create the invoice or no to update the changes
without invoicing. This will display the Service Ticket Printing Prompt below for printing the work
ticket.

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WORK TICKET ATTACHMENTS COPIED WHEN CREATED FROM
OPEN OR HISTORY WORK TICKET
Work ticket attachments on existing open or history work tickets will now be copied over to work
tickets that are created from these work tickets. Below is a sample of an attachment on an
existing open work ticket.
When creating a new work ticket, select the option to copy from an existing open or history work
ticket and enter the work ticket number.

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Once the new work ticket has been created, access the work ticket and use the drop down to
select the attachments option. The attachment from the copied from work ticket will now be
attached to the newly created work ticket.

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REPAIR EQUIPMENT INFORMATION FILTER BY CUSTOMER ON
SALES ORDER
When selecting a repair item on an order based work ticket from the totals tab in sales order,
the list of available manufacturer serial numbers will be filtered to the customer on the header of
the sales order. Select Repair Item Information from the JobOps dropdown on the totals tab
then select the lister for the Manufacturer Serial No.
CRM ACTIVITY LOG PERFORMANCE ENHANCEMENTS
The CRM Activity Log has been enhanced for performance when writing records to the CRM
system with JobOps installed. There are fewer writes to the activity log when creating work
tickets and running Data Collector. Instead of writing individual work tickets changes, an activity
is written once for all work ticket changes.

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LABOR REPORT BY EMPLOYEE
The Labor Report By Employee has been re-written as a crystal report. Custom Report settings
can be created for storing specific parameter settings and/or printing separate report versions.
The report can be printed by a source of daily or weekly and in summary or detail. Selections
for Transaction Date and Employee Number are available for filtering data on the report.
These selection criteria’s are used in combination with each other to produce the data into the
files.
Keep Panel Open After Print/Preview option is available to keep the Transaction Detail Report
panel open after performing the associated function.

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SALES TAX PERFORMANCE IMPROVEMENTS IN SALES ORDER
Sales Tax Calculation performance improvements have been incorporated into sales order
entry. Sales Tax Calculation now occurs when the totals tab is accessed or the sales order is
exited.
PERFORMANCE IMPROVEMENTS IN SALES ORDER
The sales order grid has been modified to enhancement the performance when displaying
information upon exiting a work ticket. This enhancement has significantly reduced the amount
of time to refresh information on the sales order line grid.
IMPORT PARTS IN WORK TICKET PARTS ENTRY ALLOWS BILL OF
MATERIAL REVISION SELECTION
When the Bill of Materials option is selected from the Import Parts From the drop down list, a
new field is available, Revision. This Revision field represents the bill of materials revision
number.
This field has ALE lister that provides a list of available revision numbers for the Bill of Material
that was entered.
Selecting the desired revision number will import that revision numbers list of components.

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If the Revision field is left blank, the system will import parts as defined by the Current Revision
number in Bill of Materials.
WORK TICKET NUMBER IN GL POSTING COMMENTS FROM AP
REGISTERS
Accounts Payable Invoice Register and Manual Check Register have been enhancement to
post the work ticket in the GL Daily Posting comment for general ledger. This will assist when
searching general ledger for a specific work ticket numbers

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WORK TICKET RECALCULATION UTILITY FOR HISTORY WORK
TICKETS
The work ticket recalculation utility has been expanded to include history work tickets for
recalculation. Select the source to use for recalculation either open, history, or both. Then a
range of work tickets can be selected for recalculation. If the source of open is selected, only a
range of open work tickets may be entered. This utility will recalculate Work Ticket totals for the
following fields: Total Hours, Total Labor Cost, Total Labor Burden Cost, Total Labor Overhead
Cost, Total Parts Cost, Total Parts Overhead Cost, Total Other Cost, Total Other Overhead
Cost, Total Revenue, and Hdr Total Amount Billed.

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DISALLOW THE DELETING OF PARTS FROM A WORK TICKET WHEN
TRANSACTIONS HAVE OCCURRED
Work Tickets Parts Entry items will no longer be allowed to be removed from work tickets when
transactions have occurred on the item. When items are issued and unissued then removed
from work tickets, this can cause inaccurate data to be produced on the WIP Reconciliation
Report causing it to not print the correct amounts to balance with General Ledger. If a
chargeable or printable component has a quantity shipped of 0, the CG and PT checkbox can
be turned off so this item no longer prints on forms.
Note: It is also recommended that if you have backflushing turned on that this parts quantity
required be set to 0 so it does not backflush during final invoicing.
The screen shot below shows item CABIN-01000-IH which has a quantity used of 0. This item
has been issued and unissued. The delete button has been disabled so that the item may not
be deleted since transactions have occurred against the item.

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WORK TICKET PROFIT ANALYSIS IN GRID FORMAT
The work ticket profit analysis screen has been re-formatted to display in a grid format.

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