Add New Customer Job

The Add New Customer Job option enables you to create new customer job records in the database. Perform the following procedure to create a new customer job record:

Click button.

The Customer Job – Add page is displayed.

Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Job ID	Enter a unique ID representing the job.
Job Name	Enter the name of the job.
Job Level	Click the drop down list and select the level of the job. The available options are the following: · Customer Job Level 1 · Customer Job Level 2 · Customer Job Level 3 · Customer Job Level 4 · Customer Job Level 5 You can also click button to view the Option List.
Job Of	Enter/pick the Customer ID for which the job was created. You can enter the complete job name or enter partial job name. As you key in the characters, matching job names are displayed as suggestions. You can pick the appropriate job name. Or, you can click button to pick a job name from the Lookup window.
Full Customer Job	<Content> Disabled Field.
Job Status	Click the drop down list and select the job status. The available options are the following: · Awarded · Closed · In Progress · None · Not Awarded · Pending You can also click button to view the Option List.
Job Type	Enter the job type.
Description	Enter the job description.
Projected Date	Click the Projected Date field and select the projected end date for job, from the calendar.
Start Date	Click the Start Date field and select the job start date from the calendar.
End Date	Click the End Date field and select the job end date from the calendar.
Terms	Enter the terms. This is the payment Term committed by the customer. For example, NET30, NET60, and so on.
IsActive	Select the check box adjacent to this field, if you want to keep this job as active.
Type	Enter the job type.
*Payee Information* *Note*: You can click on this grid name to show/hide the Payee Information. This payee section is to associate all payees in various roles that are associated with this customer job.
Primary Payee ID	Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click button to pick a primary payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Primary Payee Credit Pcnt	Enter the primary payee credit percentage.
Payee2 ID	Enter/pick the payee2 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee2 Credit Pcnt	Enter payee 2 credit percentage.
Payee3 ID	Enter/pick the payee3 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee3 Credit Pcnt	Enter payee 3 credit percentage.
Payee4 ID	Enter/pick the payee4 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee4 Credit Pcnt	Enter payee 4 credit percentage.
Payee5 ID	Enter/pick the payee5 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee5 Credit Pcnt	Enter payee 5 credit percentage.
Payee6 ID	Enter/pick the payee6 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee6 Credit Pcnt	Enter payee 6 credit percentage.
Payee7 ID	Enter/pick the payee7 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee7 Credit Pcnt	Enter payee 7 credit percentage.
Payee8 ID	Enter/pick the payee8 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee8 Credit Pcnt	Enter payee 8 credit percentage.
Payee9 ID	Enter/pick the payee9 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee9 Credit Pcnt	Enter payee 9 credit percentage.
*Flexible Fields* *Note*: You can click on this grid name to show/hide the Flexible Fields information.
Flexi Text 1	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Text 2	This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 1	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 2	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
Flexi Amount 3	This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed.
*Identification* *Note*: You can click on this grid name to show/hide the Identification information.
Address1	Enter the customer address.
Address 2	Enter the customer address line 2.
City	Enter the customer city.
State/Province	Enter the customer state or province.
Country	Enter the country on which the customer is located.
Zip Code	Enter the zip code or postal code of the customer location.
Email	Enter the customer email. Once the email ID is entered, you can click the button to send emails to the entered ID form the compose email page. For more information, see Compose Email section.
Alternate Contact	Enter an alter name email address of the customer.
Birth date	Click the Birth date field and select the birth date from the calendar.
Anniversary	Click the Anniversary field and select the anniversary from the calendar.
*Contact Info* *Note*: You can click on this grid name to show/hide the Contact information.
Contract Signed Date	Click the Contract Signed Date field and select the contract signed date from the calendar.
Master Contract	Select the check box in this field to mark this contact as the master contact.
Asset ID	Enter the asset ID.
Purchase Order ID	Enter the purchase order ID.
Contract Duration	Enter the contact duration.
Contract Value	Enter the contact value.
Contract Terms	Enter the contract terms.
Contract Status	Click the drop down list and select the contract status. The available options are the following: · New · Renewal You can also click button to view the Option List.
*Billing Details* *Note*: You can click on this grid name to show/hide the Billing Details information.
Job Duration	Enter the job duration.
Sales Tax Item	Enter the sales tax items.
Sales Tax Code	Enter the sales tax code.
Price Level	Enter the price level.
Resale Number	Enter the resale number.
Preferred Payment Method	Enter the preferred payment method.
Credit Limit	Enter the credit limit.
Name On Card	Enter the name on the card.
Expiry Date	Click the Expiry Date field and select the expiry date from the calendar.
Owner	This field is auto populated with the name of the user who has created this record.