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?

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Keywords AND Misspellings

search, workshop, job

Tags

WS97