This section includes the fields and descriptions for the Jobs sub-tab.
| Field | Description |
|---|
| Roll Forward
|
Use this field to specify that the job should be rolled forward. You can only select this if the job is marked as recurring, if it is not closed, and if it has not been rolled forward already.
|
| Close
|
Use this field to specify that the job should be rolled forward. You can only select the action if the job is not already closed.
|
| Job No.
|
This field displays the job number.
|
| Job Name
|
This field displays the name of the job.
|
| Customer No.
|
This field displays the customer number.
|
| Customer Name
|
This field displays the customer name.
|
| Project Manager No.
|
This field displays the project manager employee number.
|
| Project Manager
|
This field displays the project manager name.
|
| Account Manager No.
|
This field displays the account manager employee number.
|
| Account Manager
|
This field displays the account manager name.
|
| Recurring Annually
|
This field displays whether or not the job is marked as recurring.
|
| Rolled Forward To Job No.
|
If the job has been rolled forward, this field displays the number of the new job.
|
| Rolled Forward to Job Name
|
If the job has been rolled forward, this field displays the name of the new job.
|
| Closed
|
This field displays whether or not the job is closed.
|
| No. of Pending Job Actions
|
This field displays the number of pending job actions that prevent the job from being closed. The number is calculated when you try to close the job or by running the action “Calculate Pending Job Actions.”
|
| Pending Job Actions Updated
|
This field shows the date when the pending job actions were last updated.
|
