CM-Cabinets Library User Guide
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    Job Number
    In This Topic

    Job Numbers are relevant to each job for billing and tracking purposes.

    Job Number Page

    The Job SetupJob Number page in the Catalog/Drawing Properties is where a job number is allocated to your job and applied to the current drawing. These details will be displayed on reports.

    To locate information about any option on the following image, click on the area of interest.

    Job Setup : Job NumberJob Setup : Job NumberJob Setup : Job NumberJob Setup : Job NumberJob Setup : Job NumberJob Setup : Job NumberJob Setup : Job Number

     

    Job Number Allocation

    The Job Number can be entered manually or created automatically, depending on the selected Input Option discussed below.

    The Allocate button is used to automatically assign your current job a number for tracking and billing purposes.

    A Prefix and Suffix can be added to the Job Number. An example of usage would be to differentiate between Quotes and Invoices.

    For discussion on how to do this, refer to My Setup > Misc Setup page.

     

    Sub-Number

    This is an additional part of the Job Number to allow entry of an extra classification such as Unit number, Room number or any other number that will simplify reporting.

     

    Quotation Accepted

    Checkbox turn on/off. Default is off and becomes available for selection once a Job Number is allocated.

    When checked/turned on, if the Prefix and Suffix is set on the My Setup > Misc Setup page, then the Job Number Quote is automatically allocated an Invoice prefix.

    An example of usage would be if the Job Number is a Quote stated as Qte1006 (where Qte is the Suffix) then when you tick/turn this option, the Job Number will automatically display as Inv1006 (where Inv is the Suffix).

     

    Input Option

    Automatic and Manual radio buttons allow you to choose whether you want to allocate the Job Number by manually entering or allocate automatically.

     

    Reset Job # Generation

    After using the Automatic method for job number allocation, the Allocate button will be greyed out, to let you know that a job number has already been assigned.

    If you would like to reset the allocation in order to either manually enter a job number or assign a new automatic job number, you can press the Reset Job # Generation button.

    This button was originally only present on the My Setup > Misc Setup page, but has now also been added to the Job Setup > Job Number page for easier access.

     

    Revision number

    An edit box allows you to manually enter a revision number and the minus/plus buttons can be used to decrease or increase the current revision number.

    The revision number is shown on the plan view of the latest V11.1 default templates.

     

    Drawn By

    This drop list allows you to select the details of the designer that is responsible for the job/drawing.

    The Edit List button allows you to open a Form to enable you to add/delete details pertaining to this drop list.

     

    See Also

    My Setup