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30.4 Setup JobCreator Structure |
  
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30.4 Setup JobCreator Structure |
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30.4.1 For the fkeyNextJobNumber (one part) structure, enter the following two rows into the Field Rules Grid;
Row 1:
Discipline & Field Structure = default
Table Name = "tblJobs"
Type = "C"
Part = "1. Next Job Number"
Length = 3
Cols = ""
Valid = 0
30.4.2 For the fkeyJobNumber2 (two part) structure, enter the following two rows into the Field Rules Grid;
Row 1:
Discipline & Field Structure = default
Table Name = "tblJobs"
Type = "T"
Part = "1. Year"
Length = 4
Cols = ""
Valid =2012
Row 2:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "C"
Part = "2. Counter"
Length = 3
Cols = ""
Valid = 0
30.4.3 For the fkeyNextJobNumberFY structure, enter the following two rows into the Field Rules Grid;
Row 1:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "Y"
Part = "1. Fiscal Year"
Length = 2
Cols = ""
Valid = 00
Row 2:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "F"
Part = "2. Number"
Length = 2
Cols = ""
Valid = ""
30.4.4 For the fkeyNextJobStageAnnnn_n structure, enter the following 3 rows into the Field Rules Grid;
Row 1:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "Z" ( refers to a drop down list of possible values held in the Valid column)
Part = "1. Code"
Length = 1
Cols = ""
Valid = The list of valid codes and a description (e.g. "A;Land;B;Engineering;C;Geodisc")
Row 2:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "T"
Part = "2. Main Job"
Length = 5
Cols = ""
Valid = ""
Row 3:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "T"
Part = "3. New Sub-Job"
Length = 1
Cols = ""
Valid = ""
30.4.5 For the fkeyBranchNNNN structure, enter the following two rows into the Field Rules Grid;
Row 1:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "T"
Part = "1. Branch"
Length = 1
Cols = ""
Valid = the list of valid values separated by a semi-colon ";" e.g. "A;B;C"
Row 2:
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "B"
Part = "2. Number"
Length = Length for the number (e.g. 4)
Cols = ""
Valid = starting point for counter (e.g. 1000)
30.4.6 For the fkeyJobFolder structure, enter the following row into the Field Rules Grid;
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "C"
Part = "1. Number"
Length = The length for the number (e.g. 3 or 6)
Cols = ""
Valid = The starting number for the counter (e.g. 0001 or 01560, or 10000)
NOTE: Maximum length for the Job Name is 50 characters excluding the Job number, tick "Build Directory" to automatically create a directory. The directory created will have the following format: <Root_Folder>\<Job Number><space><Job Name>. Click Ok
30.4.7 For the fkeyFolderStructure , enter the following row into the Field Rules Grid;
Discipline & Field Structure = Automatically set
Table Name = "tblJobs"
Type = "C"
Part = "Job Number"
Length = 4
Valid = 1000 (should be initial value of the Job number)
If you intend to use 5-digit Job Number, change the Length = 5 and Valid = 01000
Go to Administration -> Setup -> Job/Task/Emp tab and enter the following:
Enter path for 'Location of Job folders'
Enter path for ' Job File Template Folder'
30.4.8 For the fkeyJobFromTemplate, enter the following three (3) rows into the Fields Rules Grid:
Row1
Table Name = tblJobs
Type = Y2
Part = 1. Year
Length = 2
cols = 1
Valid = 01
Row2
Table Name = tblJobs
Type = T2
Part = 2. Discipline
Length = 1
Cols = 3
Valid = E;Electrical;M;Mechanical;H;Hydraulic;F;Fire;P;Pressure Test
Row3
Table Name = tblJobs
Type = C
Part = 3. Counter
Length = 3
Cols = 2
Valid = 001
Go to Lookup Tables -> Job Type
Enter a new Job Type or reuse any of the existing Job Types and tick 'Template Job'. Use this Job Type to auto-create job folders. This same Job Type could also be used to generate word templates for quotes and invoices.
Go to Administration -> Setup -> click Job/Task/Emp tab
Enter the template path in 'Job File Template Folder'
Go to Business Contact. Create an internal Client if you don't have one yet
Open the the internal client, go to the Job tab and create an internal Job, e.g. TPL_StdSurv
Select the Job Type with template job ticked
Fill in the basic information of a "Standard Survey" job
Fill in the default Tasks, Quotes, Register and Invoices
30.4.9 For the fkeyJobNumber4, enter the following four (4) rows into the Fields Rules Grid:
Row1
Table Name = tblJobs
Type = T
Part = 1. Discipline
Length = 1
Valid = A;B;C
Row2
Table Name = tblJobs
Type = C
Part = 2. Counter
Length = 4
Valid = 0001
Row3
Table Name = tblJobs
Type = X
Part = 3. Separator
Length = 1
Valid = -;.
Row4
Table Name = tblJobs
Type = C
Part = 4. Sub-counter
Length = 1
Valid = 0
30.4.10 For fkeyStandard* job creators, the following common numbering systems are supported, you can vary the lengths to fit your needs.
yyyy-cccc - "Y", "-" and "C" types, e.g. (2012-0001)
yy-ccc - "Y" with 2 digit format, "-" and "C" types, e.g. (10-001, 10-002, 11-001, 12-003)
yynnnn-cc - "Y", "N", "-" and "C" types, e.g. (101000-01, 102000-02)
yyccc - "Y" and "C" types, e.g. (12001, 12002)
accc - "T" and "C" types, e.g. (A001, A002, B001)
You can virtually mix and match different combinations to fit your needs. However, once you have chosen the format to use, do not change it if there are jobs already created. Doing so may cause the JobCreator to not work properly especially if the formats are very similar. See Setup Discipline & Custom Fields section for more combinations.
JobCreator Custom Types
Type Ind Length
Y - year No 2, 4
Valid column = Set the starting year the job creator uses in the dropdown
T - text No max=255
Valid column = Set to a limited list of values separated by ";", eg. A;B;C;D
N - number No max=255 (zero lead)
Valid column = Set to a limited list of values separated by ";", eg. 1;2;3;4
C - counter Yes max=255 (zero lead)
Valid column = Set the starting number to increment
A - alpha counter Yes max=255 ("A" lead)
Valid column = Set the starting letter to increment from A to Z
IC - ind counter No max=255 (zero lead)
Valid column = Works the same as "C" but it increments on its own (ie. it does not increment based on the combination of the previous custom types).
YC - year counter Yes max=255 (zero lead)
Valid column = Requires "Y" to be part of the job numbering system. Works the same as "C" but it increments the value only when "Y" type changes. This is most often used where "Y" is at the end of the job number format. Eg. TCCCCYY - where CCCC changes when YY is changed
- - sep No 1
Valid column = Works the same as "C" but specifically for separators
; - config delim No 1
Valid column = Set to the value ";". Separates the configuration below it as different from the above. This only works for job creators that support two formats. Custom part types must be chronologically labelled, eg.
1.1 Year (format 1 configuration)
1.2 Counter (format 1 configuration)
1.3 ; (separator configuration)
2.1 Text (format 2 configuration)
2.2 Year (format 2 configuration)
2.3 Counter (format 2 configuration)
LK - lookup No max=255
Valid column = <table_name>.<field_name>;<form_name>. Allows you to use a value from an existing record as a base prefix
eg.
tblJobs.[Job Number]
tblJobs.[Job Number];frmJobInformation
tblClients.[Client Code];frmClients
FY - fin year No 2, 4
Valid column = Works the same as "Y" but starts the year based on the financial start date set on Latitude -> Finance -> Financial Year Start Date
FF - freeform No max=255
Valid column = Allows freeform text. Useful in backfilling old jobs
"Ind" means recalculates the value based on the combination of the previous custom types
Sort is by Part alphanumerically ascending
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