How do I search for a workshop job?
From Catalyst
(Redirected from How do I Search for a Workshop Job?)
Summary
This article explains how to search for a workshop job.
More Information
Go to " Workshop Workshop Diary".
- To search for a job, click the [Search] button or press <Ctrl+F1>.
- This will bring up a new screen that will have the various search criteria for a job. These criteria are as follows:
- "Filter On:" - Enter one or more words that you want to filter on - jobs containing the words will be included.
- "Depot:" - Enter the depot filter for the search.
- "Job no.:" - Enter the job number if you know it.
- "Account:" - Enter the customer for the job.
- "[A]" - To use customers/suppliers.
- "'[C]" - To use contacts.
- "Reg. no.:" - Enter the unit registration.
- "Unit:" - Enter the unit code.
- "Status:" - Enter the unit status.
- "Quote no.:" - Enter the Quotation/Estimate number for the search.
- "Reference:" - Enter the Reference.
- "Claim no.:" - Enter the Claim Number for the search.
- "Started from:" - Enter the "Job Started" start date for the search.
- "Started to:" - Enter the "Job Started" end date for the search.
- "Due from:" - Enter the "Job Due" start date for the search.
- "Due to:" - Enter the "Job Due" end date for the search.
- "Completed?" - Filter jobs on the state of the job.
- Enter one or more items on which the system can search.
- Click the [Search] button.
The jobs matching your search will appear on a new screen.
If you search for a job that is not at your Depot, you will be taken to the diary screen of that Depot. You will need to exit the diary screen and re-enter the diary screen to get back to your original Depot. |
See also
- Creating workshop jobs
- Creating workshop units
- How do I create a standard workshop job?
- How do I load a standard workshop job?
- How do I create an insurance workshop job?
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Tags
WS97