Help:DMS-Add New Job

Add a New Company Job

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This program option is used to add a new Job for your Company. This is the primary way for Jobs to be added to the system.

Note There are two other ways in which new jobs can be added - Transfer from the Sales/Lead Tracker and the Van Line Interfaces.

File:DMS-Add New Job.PNG

Company: Use this drop-box to select the company which will be performing this job. This field will be pre-set with the log-in company. If you have permission 1 - Access All Companies then this field will be active. If you do not have permission 1, then this field will be disabled.

Branch: Use this drop-box to select the Branch for the above selected Company which will be performing this job.

Move Coordinator: Use this drop-box to select the Move Coordinator for the above selected Company who will be responsible for this job. Only the Move Coordinators which have been set up for this company will be displayed in this box. See IBS Setup - Setup Functions - User Job Roles

Note All Jobs are setup for the particular company which will be performing some billable action for this job. However, there might be two different companies which perform different portions of this complete job and will therefore share some of the common Job information. For example, one of your companies might Book the job and another might provide the origin services. The next two sets of choices depend upon whether you are creating this Job for the first time or whether you are attaching your company to an existing job for the portion of the work that your company will perform.

(o) New Job Press this button if this is a completely new job. It will setup not only the Company Job but also the common information for this job.

Service Type: Use this drop-box to select the type of service that will control this Job. See File - Enterprise Files Utilities - Job Service Control File

Company/Last Name: Enter the full company name if this job is being performed for a company or the shipper's last name if this job is being performed for an individual.

First Name: Enter the shipper's first name if this job is being performed for an individual and the Last Name was entered in the previous field. If this is a company, then leave this field blank since no first name will apply. The program will automatically combine the first and last names where applicable.

[X] Military Check this box if this is a Military shipment. Uncheck this box if it is not. This will control access to the [Military Information] button on the Main Job screen. The military status of this job can be changed on that screen as well.

(o) Existing Job Press this option if your company is performing a portion of an already existing job and will therefore share some of the common Job information. Enter the Job ID for this existing Job. The Job's Name will be displayed in the field to the right. Press the View [?] button to the far right of this screen for a listing of existing Jobs.

[X] Make Clone Master Check this box if you are setting up a Clone Master record or leave this box unchecked for all other jobs. Clone Masters are pre-set job templates which can save you key strokes if you do one particular job multiple times.

[X] Add Task Profile Check this box if you wish to add a pre-set profile of Tasks to be performed on this Company Job. See File - Enterprise Files Utilities - Task Profile Maintenance

Task Profile: Use this drop-box to select the Task Profile to be attached to this Company Job.

Starting Date for Non-Linked Tasks: Enter the date to be used for all of the tasks which have no control date links specified. See Entering Dates

[Add] Press this button to create this new Company Job. You will be taken to the Main Job screen once this Company Job has been added.

[Cancel] Press this button to cancel this operation and return to the previous screen.

[Help] Press this button to call the Help Screen.