Job Costing and Contract Management modules have the function to allow the user to view the details of the selected Job at a Summary and Detailed level, both on the screen and in report format. The window, known as 'Job Summary', is available by selecting a Job on the main window of the Job Costing or Contract Management module and clicking the 'Summary' button.
This window displays the Job specific information at the following levels through the use of different tabs:
•Job
•Trade
•Cost Centre
The following information is displayed within the levels mentioned previously:
•Commitment
•Invoice
•Sales/Claims
For example, the user will be able to select a 'Cost Centre' from the cost centre tab, and then click on the Commitment window to view all the commitments made against that selected Cost centre. Furthermore, the user can then select a particular Commitment e.g. a Purchase order, and view all the invoices raised against that commitment.
The functionality also allows the user to 'drill down' on a selected commitment, invoice, or Sales/Claim invoices and view the detailed information on that transaction.
Additional functionality allows the user to preview/print this data at any of these levels, or the 'full' report for the Job by clicking the 'Report' button on the main Job Summary window. The reports available from this screen will produce similar information to that available on the Supplier Job Transactions by Class, Performance Analysis and Job Status reports. For many users, this functionality will replace the need for the use of these reports. It’s important to point out that each tab contains its own report specific to the data that appears on each tab.
Please note that some additional user customisation may be required to the report templates to suit your requirements. Please contact Zavanti support for assistance.