QAD Enterprise Asset Management 2017.1
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User Guide
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Projects
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Jobs
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Editing a Job
Editing a Job
You can perform the following actions on a job:
Refreshing a Job
You can update all the changes made to a project’s jobs with the Refresh action. To refresh a job, highlight the project and select Refresh from the Projects Action menu. See
Refreshing a Single Project or Multiple Projects.
Locking/Unlocking a Job
For added security, you can lock a job to prevent additional charges against that job. To resume charges against a job, you can unlock the job.
Note: If the job’s project has a designated owner or owner group, only the owner or a member of the owner group can lock or unlock the job. If the project does not have an owner, any user can lock/unlock the job.
Locking a Job
To lock a job, highlight the job and select Lock/Unlock from the Projects Action menu. When a job is locked, the Locked? check box is selected.
Locking a Job
Unlocking a Job
To unlock a job, highlight the job and select Lock/Unlock from the Projects Action menu.
Change the Status of a Job
Job status codes are established in Finance|Codes|Projects|Project Status. To change the job status, highlight the job and select Change Status from the job’s Action menu.
Note: You cannot cancel a job with active expenses.
Reopening a Job
To reopen a suspended job, highlight the job and select Reopen from the Action menu. The Job Status window opens. Double-click to select the job status. The job reopens with the status that was selected.
Viewing the Revision History for a Job
Because many quality systems call for strict record keeping about the revisions made to jobs, the Revisions submenu provides an audit trail of all modifications that are made to this record. The revision records, which are stored in the Revisions submenu and in the Revisions module at General|Revisions, are automatically created when a modification is made to the job.
Note: Revision control is activated in the Purchasing|General|Business Units|Sites menu. See
Enable Revision Control.
To view a job’s revision history, open the job and select the Revisions submenu.
Job Submenu: Revisions