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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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. |
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 |
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. |
- Click
button to save the customer job information.
You can also click button to save the customer job information and add another customer job.