Help:SET-Join Jobs on File Number: Difference between revisions

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{{Important tip| This as an advanced Setup feature that requires [[Help:SET-Support_Login|Support Login]] to access.}}
{{Important tip| This as an advanced Setup feature that requires [[Help:SET-Support_Login|Support Login]] to access.}}
[[File:Join_jobs.JPG|thumb|300px| Join Jobs Main Screen]]




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== Form Layout ==
== Form Layout ==


[[File:Join_jobs.JPG|thumb|300px| Join Jobs Main Screen]]
[[File:Join_jobs.JPG|link=]]


The screen can be divided into the following sections:
'''Service Type:''' Use this drop-box to select a specific Service for the Job analysis. Select 'Include All Services' to remove this filtering.
# [[#Filtered Analysis|Filtered Analysis]]
# [[#File Number Navigator|File Number Navigator]]
# [[#Job Lists|Job Lists]]
# [[#Selected Job View|Selected Job View]]
   
=== Filtered Analysis ===


'''Show All Services:''' Check this box to include all services in the Service Type drop-box, including non-program controlled. (Service ID 100+)


=== File Number Navigator ===
{{Important tip|Narrowing the affected Jobs by Service Type is only effective for Van Line Jobs where the Service Type is under program control. For all other Service Types , please select 'Include All Services' from the dropdown for the most reliable results.}}


'''Active Jobs Only:''' Check this box to only include active Jobs in the Job analysis.


=== Job Lists ===
'''[Analyze]''' Press this button to start the Job analysis according to the following criteria:
# Jobs must be of the specified Service Type unless 'Include All Services' is selected
# At least 2 Jobs must be found with duplicate File Number
# At least 1 of the found Jobs must be active if 'Active Jobs Only' is checked
# At least 2 of the found Jobs must have different Company/Branch IDs




=== Selected Job View ===


== Procedure ==  
== Procedure ==  

Revision as of 17:31, 14 August 2013


Join Jobs on File Number


Important: This as an advanced Setup feature that requires Support Login to access.
Join Jobs Main Screen


This option is used to join Master Job records after a Van Line Agent has completed a Multi-Company conversion.


Permissions

You will be prompted to log in using the Dispatch Log In screen. The DM1 password record must have the following permissions set:

Permission Description
01 Access All Companies
09 Edit Company Jobs
18 View Completed Jobs
19 Remove Shipments
41 Access Jobs For All Coordinators
51 Edit Work Tickets
56 Access Work Tickets For All Dispatchers


Note: We suggest giving the User full DM1 permissions.


Form Layout


Service Type: Use this drop-box to select a specific Service for the Job analysis. Select 'Include All Services' to remove this filtering.

Show All Services: Check this box to include all services in the Service Type drop-box, including non-program controlled. (Service ID 100+)

Important: Narrowing the affected Jobs by Service Type is only effective for Van Line Jobs where the Service Type is under program control. For all other Service Types , please select 'Include All Services' from the dropdown for the most reliable results.

Active Jobs Only: Check this box to only include active Jobs in the Job analysis.

[Analyze] Press this button to start the Job analysis according to the following criteria:

  1. Jobs must be of the specified Service Type unless 'Include All Services' is selected
  2. At least 2 Jobs must be found with duplicate File Number
  3. At least 1 of the found Jobs must be active if 'Active Jobs Only' is checked
  4. At least 2 of the found Jobs must have different Company/Branch IDs


Procedure

Affected Tables/Fields